Solana Beach, CACIK 17416194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Enerflex Ltd | 275.4K | $4.25M | 18.2% | +275.4K | New |
| 2 | Eldorado Gold Corp New | 116.6K | $4.20M | 18.0% | +1.4K | Added |
| 3 | Hudbay Minerals Inc | 209.2K | $4.16M | 17.8% | −24.7K | Reduced |
| 4 | Enlight Renewable Energy Ltd |
| 80.9K |
| $3.68M |
| 15.7% |
| +80.9K |
| New |
| 5 | Kinross Gold Corp | 129.2K | $3.64M | 15.6% | −22.2K | Reduced |
| 6 | Tower Semiconductor Ltd | 24.7K | $2.90M | 12.4% | −23.1K | Reduced |
| 7 | Taseko Mines Ltd | 40.5K | $229.8K | 1.0% | +3.3K | Added |
| 8 | Aris Mng Corp | 11.1K | $180.2K | 0.8% | −2.3K | Reduced |
| 9 | Allot Ltd | 11.3K | $111.2K | 0.5% | −1.2K | Reduced |