London, X0CIK 18394974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Allied Gold Corp | 16.50M | $377.49M | 20.1% | +1.76M | Added |
| 2 | Skeena Res Ltd New | 15.83M | $375.62M | 20.0% | −1.04M | Reduced |
| 3 | Corporacion Amer Arpts S A | 13.57M | $352.71M | 18.8% | +135.5K | Added |
| 4 | Collective Mining Ltd |
| 10.65M |
| $155.39M |
| 8.3% |
| +195.2K |
| Added |
| 5 | Mgm Resorts International | 2.99M | $109.06M | 5.8% | −497.5K | Reduced |
| 6 | Transportadora De Gas Sur | 3.28M | $102.08M | 5.4% | +386.0K | Added |
| 7 | Iac Inc | 1.87M | $72.98M | 3.9% | +540.6K | Added |
| 8 | Solaris Res Inc | 9.02M | $71.91M | 3.8% | +2.21M | Added |
| 9 | Irsa Inversiones Y Rep S A | 4.14M | $68.52M | 3.7% | +718.5K | Added |
| 10 | Ihs Holding Limited | 8.78M | $65.50M | 3.5% | +3.93M | Added |
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