London, X0CIK 17477444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Barrick Mng Corp | 480.0K | $20.90M | 13.1% | −320.0K | Reduced |
| 2 | Petroleo Brasileiro SA Petro | 1.80M | $20.29M | 12.7% | 0 | Held |
| 3 | Teekay Tankers Ltd | 373.6K | $19.96M | 12.5% | −12.5K | Reduced |
| 4 | Tsakos Energy Navigation Ltd |
| 861.4K |
| $19.31M |
| 12.1% |
| +103.8K |
| Added |
| 5 | Cmb.Tech NV | 1.40M | $13.48M | 8.4% | +798.8K | Added |
| 6 | Nexa Res S A | 1.32M | $11.65M | 7.3% | +1.32M | New |
| 7 | Aura Minerals Inc | 156.0K | $7.86M | 4.9% | +156.0K | New |
| 8 | Telecom Argentina SA | 657.1K | $7.63M | 4.8% | +657.1K | New |
| 9 | Aris Mng Corp | 450.0K | $7.30M | 4.6% | −497.6K | Reduced |
| 10 | Petroleo Brasileiro SA Petro | 611.2K | $7.24M | 4.5% | +611.2K | New |
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