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Q2 2026 13F filing
Updated 28 days ago24 disclosed positions worth $481M
Portfolio value
$481M
Total holdings
24
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H HGV HILTON GRAND VACATIONS INC | $147.1M | 2.81M | 30.58% | — |
| 2 | E ESTA ESTABLISHMENT LABS HLDGS INC | $62M | 723.1K | 12.90% | — |
| 3 | M MGM MGM RESORTS INTERNATIONAL | $45.2M | 945.9K | 9.40% | — |
| 4 | I IAG IAMGOLD CORP | $37.6M | 2.38M | 7.83% | — |
| 5 | D DAR DARLING INGREDIENTS INC | $23.2M | 424.8K | 4.82% | — |
| 6 | C CNQ CANADIAN NAT RES LTD MED TER | $21M | 532.4K | 4.37% | — |
| 7 | A APPN APPIAN CORP | $19.2M | 839.4K | 4.00% | — |
| 8 | T TGB TREKOR METALS LTD | $14.1M | 2.05M | 2.94% | — |
| 9 | H HCC WARRIOR MET COAL INC | $14.1M | 174.0K | 2.94% | — |
| 10 | A AGI ALAMOS GOLD INC | $13.6M | 449.2K | 2.83% | — |
| 11 | G GLW CORE NATURAL RESOURCES INC | $13.6M | 169.4K | 2.82% | — |
| 12 | F FLUT FLUTTER ENTMT PLC | $12.5M | 122.0K | 2.59% | — |
| 13 | B BSM BLACK STONE MINERALS L P | $10.6M | 760.9K | 2.21% | — |
| 14 | O ORLA ORLA MNG LTD NEW | $7.7M | 790.3K | 1.61% | — |
| 15 | H HBM HUDBAY MINERALS INC | $7.5M | 317.4K | 1.56% | — |
| 16 | S SPGI S&P GLOBAL INC | $5.7M | 14.0K | 1.19% | — |
| 17 | V VBNK VERSABANK NEW | $4.7M | 202.9K | 0.98% | — |
| 18 | N NC NACCO INDS INC | $4.6M | 92.5K | 0.96% | — |
| 19 | M MXCT MAXCYTE INC | $4.1M | 3.37M | 0.86% | — |
| 20 | K KGCRF KINROSS GOLD CORP | $4.1M | 174.3K | 0.86% | — |
| 21 | A ASIX ADVANSIX INC | $3.4M | 170.5K | 0.70% | — |
| 22 | O OSDVF OSISKO DEVELOPMENT CORP | $2.7M | 1.10M | 0.56% | — |
| 23 | A AAUC ALLIED GOLD CORP | $2M | 85.2K | 0.42% | — |
| 24 | B B BARRICK MNG CORP | $411K | 11.2K | 0.09% | — |