Cold Spring Harbor, NYCIK 18479354 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 | Nexgen Energy Ltd | 3.04M | $27.94M | 15.1% | −450.0K | Reduced |
| 2 | Cameco Corp | 267.5K | $24.47M | 13.2% | +50.0K | Added |
| 3 | Solstice Advanced Matls Inc | 345.0K | $16.76M | 9.0% | +345.0K | New |
| 4 | Sprott Fds Tr |
| 303.2K |
| $16.64M |
| 9.0% |
| −186.8K |
| Reduced |
| 5 | Denison Mines Corp | 6.10M | $16.23M | 8.8% | +1.80M | Added |
| 6 | Ur-Energy Inc | 9.90M | $13.76M | 7.4% | −3.15M | Reduced |
| 7 | Tidewater Inc New | 193.6K | $9.78M | 5.3% | 0 | Held |
| 8 | Transocean Ltd | 2.25M | $9.29M | 5.0% | −645.0K | Reduced |
| 9 | Valaris Ltd | 180.0K | $9.07M | 4.9% | −100.0K | Reduced |
| 10 | Jinkosolar Hldg Co Ltd | 336.9K | $8.69M | 4.7% | −340.0K | Reduced |
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