MASTERS CAPITAL MANAGEMENT LLC

PrivateCIK: 1104186
Location

ATLANTA, GA

69
Positions
$3.90B
Total AUM (reported)
95.97M
Total Shares

Allocation by class

TOTAL AUM$3.90B69 positions
COM$1.79B46.0%
TR UNIT$746.77M19.2%
COM NEW$339.08M8.7%
SPONSORED ADS$228.78M5.9%
CL B$202.64M5.2%
SHS CLASS A$161.77M4.2%
COM STK$102.28M2.6%

Portfolio Concentration

Top 329.6%4–1027.3%11–2526.8%Rest16.3%TOP 1056.9%0%100%
Top 3$1.16B29.6%
4–10$1.06B27.3%
11–25$1.04B26.8%
Rest$634.96M16.3%

Top 3 weight

29.6%

Top 10 weight

56.9%

Voting Authority Distribution

Total shares with voting rights: 95.97M

Sole

Full voting authority

95.97M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1M
TypeSH
Market value$746.77M
19.16%
Sole
1M
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares1M
TypeSH
Market value$216.47M
5.56%
Sole
1M
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares2M
TypeSH
Market value$191.96M
4.93%
Sole
2M
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares2M
TypeSH
Market value$186.80M
4.79%
Sole
2M
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares1.30M
TypeSH
Market value$161.77M
4.15%
Sole
1.30M
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares2M
TypeSH
Market value$154.16M
3.96%
Sole
2M
Shared
0.00
None
0.00

DELTA AIR LINES INC

SOLE
COM NEW
Shares1.50M
TypeSH
Market value$140.49M
3.61%
Sole
1.50M
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares1M
TypeSH
Market value$139.96M
3.59%
Sole
1M
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares1.30M
TypeSH
Market value$139.75M
3.59%
Sole
1.30M
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares1M
TypeSH
Market value$139.63M
3.58%
Sole
1M
Shared
0.00
None
0.00

FLUOR CORP

SOLE
COM
Shares2M
TypeSH
Market value$104.78M
2.69%
Sole
2M
Shared
0.00
None
0.00

ALCOA CORP

SOLE
COM
Shares2M
TypeSH
Market value$104.28M
2.68%
Sole
2M
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares2.20M
TypeSH
Market value$102.28M
2.62%
Sole
2.20M
Shared
0.00
None
0.00

CLOROX CO DEL

SOLE
COM
Shares1M
TypeSH
Market value$95.44M
2.45%
Sole
1M
Shared
0.00
None
0.00

EASTMAN CHEM CO

SOLE
COM
Shares1.40M
TypeSH
Market value$93.77M
2.41%
Sole
1.40M
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares1M
TypeSH
Market value$86.42M
2.22%
Sole
1M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares1M
TypeSH
Market value$72.16M
1.85%
Sole
1M
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

SOLE
CL B
Shares1M
TypeSH
Market value$62.89M
1.61%
Sole
1M
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares1M
TypeSH
Market value$57.62M
1.48%
Sole
1M
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares500K
TypeSH
Market value$51.73M
1.33%
Sole
500K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares500K
TypeSH
Market value$49.64M
1.27%
Sole
500K
Shared
0.00
None
0.00

AST SPACEMOBILE INC

SOLE
COM CL A
Shares500K
TypeSH
Market value$44.43M
1.14%
Sole
500K
Shared
0.00
None
0.00

IONQ INC

SOLE
COM
Shares800K
TypeSH
Market value$42.61M
1.09%
Sole
800K
Shared
0.00
None
0.00

NOV INC

SOLE
COM
Shares2.20M
TypeSH
Market value$40.81M
1.05%
Sole
2.20M
Shared
0.00
None
0.00

ANTERO RESOURCES CORP

SOLE
COM
Shares1M
TypeSH
Market value$35.14M
0.90%
Sole
1M
Shared
0.00
None
0.00
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