Filed: 5/13/2026ACC: 0001104659-26-059848
📋 What this filing means
GLOBAL IMC LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $47.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$47.15M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COMMON STOCK$47.15M100.0%
Portfolio Concentration
Top 3$14.65M31.1%
4–10$21.28M45.1%
11–25$11.22M23.8%
Top 3 weight
31.1%
Top 10 weight
76.2%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Sole
Full voting authority
1.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
888.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
Okeanis Eco Tankers Corp
SOLEShares107.03K
TypeSH
Market value$5.41M
11.48%
Sole
106.97K
Shared
0.00
None
60.00
Enerflex Ltd
SOLEShares238.21K
TypeSH
Market value$4.97M
10.53%
Sole
238.01K
Shared
0.00
None
200.00
Tower Semiconductor Ltd
SOLEShares24.31K
TypeSH
Market value$4.27M
9.05%
Sole
24.31K
Shared
0.00
None
0.00
Golar LNG Ltd
SOLEShares60.22K
TypeSH
Market value$3.26M
6.91%
Sole
60.22K
Shared
0.00
None
0.00
Frontline PLC
SOLEShares91.06K
TypeSH
Market value$3.17M
6.73%
Sole
91.06K
Shared
0.00
None
0.00
Camtek Ltd/Israel
SOLEShares20.86K
TypeSH
Market value$3.16M
6.71%
Sole
20.86K
Shared
0.00
None
0.00
NexGen Energy Ltd
SOLEShares264.42K
TypeSH
Market value$3.06M
6.49%
Sole
264.42K
Shared
0.00
None
0.00
Enlight Renewable Energy Ltd
SOLEShares45.30K
TypeSH
Market value$3.00M
6.37%
Sole
45.30K
Shared
0.00
None
0.00
Sprott Inc
SOLEShares19.79K
TypeSH
Market value$2.81M
5.97%
Sole
19.79K
Shared
0.00
None
0.00
Lithium Argentina AG
SOLEShares421.32K
TypeSH
Market value$2.81M
5.95%
Sole
420.98K
Shared
0.00
None
340.00
First Israel Mezzanine Investors Ltd
SOLEShares63.35K
TypeSH
Market value$2.57M
5.46%
Sole
63.31K
Shared
0.00
None
40.00
Kinross Gold Corp
SOLEShares80.12K
TypeSH
Market value$2.44M
5.18%
Sole
80.12K
Shared
0.00
None
0.00
Hudbay Minerals Inc
SOLEShares115.76K
TypeSH
Market value$2.42M
5.12%
Sole
115.76K
Shared
0.00
None
0.00
Eldorado Gold Corp
SOLEShares56.13K
TypeSH
Market value$1.92M
4.07%
Sole
56.13K
Shared
0.00
None
0.00
Fortuna Mining Corp
SOLEShares181.80K
TypeSH
Market value$1.81M
3.83%
Sole
181.80K
Shared
0.00
None
0.00
Taseko Mines Ltd
SOLEShares10.04K
TypeSH
Market value$64.9K
0.14%
Sole
9.80K
Shared
0.00
None
248.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Okeanis Eco Tankers CorpSOLE | Common Stock | 107.03K | SH | $5.41M 11.48% | 106.97K | 0.00 | 60.00 |
Enerflex LtdSOLE | Common Stock | 238.21K | SH | $4.97M 10.53% | 238.01K | 0.00 | 200.00 |
Tower Semiconductor LtdSOLE | Common Stock | 24.31K | SH | $4.27M 9.05% | 24.31K | 0.00 | 0.00 |
Golar LNG LtdSOLE | Common Stock | 60.22K | SH | $3.26M 6.91% | 60.22K | 0.00 | 0.00 |
Frontline PLCSOLE | Common Stock | 91.06K | SH | $3.17M 6.73% | 91.06K | 0.00 | 0.00 |
Camtek Ltd/IsraelSOLE | Common Stock | 20.86K | SH | $3.16M 6.71% | 20.86K | 0.00 | 0.00 |
NexGen Energy LtdSOLE | Common Stock | 264.42K | SH | $3.06M 6.49% | 264.42K | 0.00 | 0.00 |
Enlight Renewable Energy LtdSOLE | Common Stock | 45.30K | SH | $3.00M 6.37% | 45.30K | 0.00 | 0.00 |
Sprott IncSOLE | Common Stock | 19.79K | SH | $2.81M 5.97% | 19.79K | 0.00 | 0.00 |
Lithium Argentina AGSOLE | Common Stock | 421.32K | SH | $2.81M 5.95% | 420.98K | 0.00 | 340.00 |
First Israel Mezzanine Investors LtdSOLE | Common Stock | 63.35K | SH | $2.57M 5.46% | 63.31K | 0.00 | 40.00 |
Kinross Gold CorpSOLE | Common Stock | 80.12K | SH | $2.44M 5.18% | 80.12K | 0.00 | 0.00 |
Hudbay Minerals IncSOLE | Common Stock | 115.76K | SH | $2.42M 5.12% | 115.76K | 0.00 | 0.00 |
Eldorado Gold CorpSOLE | Common Stock | 56.13K | SH | $1.92M 4.07% | 56.13K | 0.00 | 0.00 |
Fortuna Mining CorpSOLE | Common Stock | 181.80K | SH | $1.81M 3.83% | 181.80K | 0.00 | 0.00 |
Taseko Mines LtdSOLE | Common Stock | 10.04K | SH | $64.9K 0.14% | 9.80K | 0.00 | 248.00 |