Portfolio Buy/Sell (reported on 2021-05-17; portfolio on 2021-03-31)

 

Company Ticker Current
Holdings
Action Sell/Buy
Amount
% of change
TRILOGY METALS INC NEW    (COM) 14,326,996 New Buy New Buy
ANGLOGOLD ASHANTI LIMITED    (SPONSORED ADR)AU 5,974,331 New Buy New Buy
SSR MNG INC    (COM) 1,310,242 New Buy New Buy
BARRICK GOLD CORP    (COM)ABX 3,546,771 New Buy New Buy
PERPETUA RESOURCES CORP    (COM ADDED) 20,935,732 New Buy New Buy
BAUSCH HEALTH COS INC    (COM) 25,839,035 New Buy New Buy
TAKEDA PHARMACEUTICAL CO LTD    (SPONSORED ADS)TKPYY 4,727,415 New Buy New Buy
BRIGHTSPHERE INVT GROUP INC    (COM) 20,000,552 New Buy New Buy
ALEXION PHARMACEUTICALS INC    (COM)ALXN 1,400,000 New Buy New Buy
DISH NETWORK CORPORATION    (CL A)DISH 3,620,750 New Buy New Buy
REALPAGE INC    (COM)RP 400,000 New Buy New Buy
EQT CORP    (COM)EQT 685,000 New Buy New Buy
SEABRIDGE GOLD INC    (COM)SA 1,570,000 New Buy New Buy
EQUINOX GOLD CORP    (COM) 2,500,000 New Buy New Buy
THRYV HLDGS INC    (COM NEW) 2,805,533 New Buy New Buy
EXXON MOBIL CORP    (COM)XOM 1,000,000 New Buy New Buy
ENDO INTL PLC    (SHS)ENDP 18,327,012 New Buy New Buy
HYCROFT MINING HOLDING CORP    (*W EXP 10/12/202) 151,507 New Buy New Buy
PACIRA BIOSCIENCES INC    (COM)PCRX 1,413,854 New Buy New Buy
IAMGOLD CORP    (COM)IAG 1,850,000 New Buy New Buy
PRETIUM RES INC    (COM)PXZRF 2,400,000 New Buy New Buy
INTERNATIONAL TOWER HILL MIN    (COM)THM 61,930,724 New Buy New Buy
SPDR GOLD TR    (GOLD SHS)GLD 1,912,252 New Buy New Buy
KIRKLAND LAKE GOLD LTD    (COM) 1,502,853 New Buy New Buy
SANDRIDGE ENERGY INC    (COM NEW) 675,751 New Buy New Buy
MICHAELS COS INC    (COM)MIK 2,000,000 New Buy New Buy
SELECT SECTOR SPDR TR    (ENERGY)XLE 595,000 New Buy New Buy
NEWMARK GROUP INC    (CL A) 2,383,054 New Buy New Buy
TALEND S A    (ADS) 650,000 New Buy New Buy
NOVAGOLD RES INC    (COM NEW)NG 22,226,300 New Buy New Buy
TIM S A    (SPONSORED ADR) 3,900,000 New Buy New Buy
OCCIDENTAL PETE CORP    (COM)OXY 3,000,000 New Buy New Buy
VIATRIS INC    (COM) 11,478,260 New Buy New Buy
OVERSEAS SHIPHOLDING GROUP I    (CL A NEW) 6,300,000 New Buy New Buy
HORIZON THERAPEUTICS PUB L    (SHS) 7,991,440 New Buy New Buy
* Portfolios do not reflect changes after reporting

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