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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ECHOSTAR CORP | $18.1M | 155000 | 10.53% |
| 2 | ALPHABET INC | $17.5M | 60700 | 10.13% |
| 3 | AMAZON COM INC | $16.8M | 80500 | 9.73% |
| 4 | CSX CORP | $10.6M | 257500 | 6.13% |
| 5 | MICROSOFT CORP | $9.3M | 25000 | 5.37% |
| 6 | META PLATFORMS INC | $8.7M | 15280 | 5.07% |
| 7 | UBER TECHNOLOGIES INC | $8.3M | 115000 | 4.80% |
| 8 | HONEYWELL INTL INC | $7.9M | 35000 | 4.59% |
| 9 | SM ENERGY COMPANY | $7.5M | 240000 | 4.34% |
| 10 | AT&T INC | $7.4M | 254700 | 4.29% |
| 11 | ARRAY DIGITAL INFRASTRUCTURE | $7.1M | 153115 | 4.10% |
| 12 | OWENS CORNING NEW | $6.5M | 60000 | 3.77% |
| 13 | SPDR GOLD TR | $6.5M | 15000 | 3.75% |
| 14 | LAM RESEARCH CORP | $6.4M | 30000 | 3.72% |
| 15 | BANC OF CALIFORNIA INC | $6.2M | 350340 | 3.57% |
| 16 | OLIN CORP | $6.1M | 205000 | 3.54% |
| 17 | FLAGSTAR BANK NATIONAL ASSOC | $5.9M | 450000 | 3.44% |
| 18 | TERAWULF INC | $5.2M | 357800 | 3.00% |
| 19 | ECOVYST INC | $4.2M | 325000 | 2.43% |
| 20 | ROCKET COS INC | $3.6M | 250000 | 2.07% |
| 21 | GREENBRIER COS INC | $2.7M | 51709 | 1.58% |
| 22 | GAMCO GLOBAL GOLD NAT RES & | $97K | 18160 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.