London, X0CIK 18814904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
5 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rio Tinto PLC | 1.21M | $96.66M | 65.8% | 0 | Held |
| 2 | Barrick Mng Corp | 476.3K | $20.74M | 14.1% | +476.3K | New |
| 3 | Teck Resources Ltd | 281.3K | $13.47M | 9.2% | +170.5K | Added |
| 4 | Cogent Communications Hldgs |
| 426.2K |
| $9.19M |
| 6.3% |
| +207.4K |
| Added |
| 5 | Geopark Ltd | 914.5K | $6.78M | 4.6% | +914.5K | New |