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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Golar Lng Ltd | $4.2M | 78200 | 5.30% |
| 2 | Berkshire Hathaway Inc Cl B | $3.2M | 6691 | 4.01% |
| 3 | Apple Computer Inc Com | $2.9M | 11280 | 3.58% |
| 4 | Costco Whsl Corp New Com | $2.8M | 2774 | 3.46% |
| 5 | Wise Plc | $2.7M | 230000 | 3.40% |
| 6 | Stonex Group | $2.4M | 29474 | 2.98% |
| 7 | Waste Mgmt Inc Del Com | $1.5M | 6700 | 1.93% |
| 8 | Black Stone Minerals | $1.5M | 100000 | 1.89% |
| 9 | Talen Energy Corp | $1.5M | 4546 | 1.82% |
| 10 | Rio Tinto Plc | $1.4M | 15120 | 1.77% |
| 11 | B3 Sa Brasil Bolsa Balcao | $1.3M | 117900 | 1.59% |
| 12 | Grainger W W Inc Com | $1.2M | 1070 | 1.46% |
| 13 | Bunge Global Sa | $1.1M | 8833 | 1.41% |
| 14 | Union Pacific Corp | $1.1M | 4595 | 1.40% |
| 15 | Abbott Laboratories | $1.1M | 10274 | 1.32% |
| 16 | Champion Homes Inc | $1.0M | 13776 | 1.28% |
| 17 | Cameco Corp Com | $999K | 9200 | 1.25% |
| 18 | Sturm Ruger & Co Inc | $962K | 24000 | 1.20% |
| 19 | Ecopetrol Sa Sp Ads | $959K | 64000 | 1.20% |
| 20 | British American Tobacco Adr R | $932K | 15943 | 1.17% |
| 21 | Broadcom Ord Shs | $894K | 2889 | 1.12% |
| 22 | Sprott Physical Uranium Trust | $887K | 43916 | 1.11% |
| 23 | Axon Enterprise Ord Shs | $866K | 2040 | 1.08% |
| 24 | Teck Resources Ltd Cl B | $864K | 16700 | 1.08% |
| 25 | Lilly Eli & Co | $828K | 900 | 1.04% |
| 26 | Quaker Houghton | $780K | 6277 | 0.98% |
| 27 | Amrize Ltd | $768K | 13711 | 0.96% |
| 28 | Exxon Mobil Corp | $768K | 4529 | 0.96% |
| 29 | Nvidia Corp Com | $767K | 4400 | 0.96% |
| 30 | S&P Global Inc Com | $766K | 1800 | 0.96% |
| 31 | Vaneck Junior Gold Miners Etf | $756K | 6300 | 0.95% |
| 32 | Alphabet Inc Class A | $748K | 2600 | 0.94% |
| 33 | Sprott Inc | $738K | 5165 | 0.92% |
| 34 | Sprott Physical Silver Trust | $724K | 29688 | 0.91% |
| 35 | Cf Industries Holdings Inc | $722K | 5564 | 0.90% |
| 36 | Grupo Aeroportuario | $712K | 6207 | 0.89% |
| 37 | Fomento Economico | $702K | 6317 | 0.88% |
| 38 | Martin Marietta Mat | $688K | 1168 | 0.86% |
| 39 | Ecolab Inc Com | $663K | 2494 | 0.83% |
| 40 | Subsea 7 S.A. | $661K | 21400 | 0.83% |
| 41 | Virtu Financial Inc Cl A | $660K | 15000 | 0.83% |
| 42 | Core Natural Resources Inc | $659K | 6296 | 0.82% |
| 43 | Nextera Energy Inc | $643K | 6924 | 0.80% |
| 44 | Franklin Ftse Brazil Etf | $638K | 26700 | 0.80% |
| 45 | Yellow Cake Plc | $608K | 75000 | 0.76% |
| 46 | Cisco Sys Inc Com | $607K | 7820 | 0.76% |
| 47 | Interactive Brokers Group Inc | $604K | 9000 | 0.76% |
| 48 | Microsoft Corp | $602K | 1625 | 0.75% |
| 49 | Nintendo | $581K | 40650 | 0.73% |
| 50 | Danaher Corp Del Com | $577K | 3043 | 0.72% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.