LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
96.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Full voting authority
2.07M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RIO TINTO PLCSOLE | SPONSORED ADR | 1.04M | SH | $96.76M 75.10% | 1.04M | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 523.73K | SH | $21.36M 16.58% | 523.73K | 0.00 | 0.00 |
COGENT COMM HOLDINGS INCSOLE | COM NEW | 334.44K | SH | $6.30M 4.89% | 334.44K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 8.16K | SH | $2.89M 2.24% | 8.16K | 0.00 | 0.00 |
BLUE OWL CAPITAL INCSOLE | COM CL A | 167.50K | SH | $1.53M 1.19% | 167.50K | 0.00 | 0.00 |