Fund HoldingsGlobal Endowment Management, LP

Total Portfolio Value
$898.37M
Total Bought
$54.52M
Total Sold
$135.57M
Net Transaction
-$81.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES INC
MSCI JAPAN ETF
90,000268,600+178,6005,42617,2281.92%+11,802
SPYRE THERAPEUTICS INC(SYRE)0513,436+513,436011,0491.23%+11,049
VANGUARD STAR FDS02,144,826+2,144,8260124,31413.84%+124,314
APPLE INC(AAPL)57,46593,625+36,1609,83918,0262.01%+8,187
J P MORGAN EXCHANGE TRADED F
BETBULD MSCI
668,646628,283-40,36352,00756,1376.25%+4,130
VANGUARD BD INDEX FDS03,047,900+3,047,9000224,17324.95%+224,173
ISHARES TR0143,213+143,21309,5341.06%+9,534
VANGUARD INDEX FDS156,163164,413+8,25011,81514,5281.62%+2,712
VANGUARD WHITEHALL FDS52,00070,200+18,2003,0764,4750.50%+1,399
UNITED STS OIL FD LP(USO)018,000+18,00001,2000.13%+1,200
GARRETT MOTION INC(GTX)0108,710+108,71001,0510.12%+1,051
ISHARES TR041,000+41,00009850.11%+985
FORTREA HLDGS INC(FTRE)027,620+27,62009640.11%+964
GODADDY INC(GDDY)08,797+8,79709340.10%+934
GEN DIGITAL INC(GEN)040,716+40,71609290.10%+929
AECOM(ACM)09,760+9,76009020.10%+902
SALESFORCE INC(CRM)8,0029,589+1,5871,6232,5230.28%+901
HUMANA INC(HUM)01,680+1,68007690.09%+769
SPROTT PHYSICAL GOLD TR(PHYS)0476,000+476,00007,5830.84%+7,583
META PLATFORMS INC(META)21,59220,426-1,1666,4827,2300.80%+748
VANGUARD INTL EQUITY INDEX F0347,700+347,700014,2901.59%+14,290
ANSYS INC01,510+1,51005480.06%+548
ZOETIS INC(ZTS)02,771+2,77105470.06%+547
AMAZON COM INC(AMZN)46,42342,425-3,9985,9016,4460.72%+545
FAIR ISAAC CORP(FICO)0467+46705440.06%+544
INTUIT(INTU)0860+86005380.06%+538
MOODYS CORP(MCO)01,340+1,34005230.06%+523
INTERCONTINENTAL EXCHANGE IN(ICE)03,880+3,88004980.06%+498
OTIS WORLDWIDE CORP(OTIS)05,470+5,47004890.05%+489
MICROSOFT CORP(MSFT)14,06413,094-9704,4414,9240.55%+483
COPART INC(CPRT)09,590+9,59004700.05%+470
LINDE PLC(LIN)01,090+1,09004480.05%+448
INVESCO DB COMMDY INDX TRCK(DBC)113,000148,000+35,0002,8203,2620.36%+441
GENERAL ELECTRIC CO(GE)10,23512,275+2,0401,1311,5670.17%+435
DBX ETF TR039,000+39,00009320.10%+932
ISHARES TR04,300+4,30003930.04%+393
ISHARES TR
MSCI IRELAND ETF
54,40054,40002,9393,3260.37%+386
VISA INC(V)4,8175,647+8301,1081,4700.16%+362
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
04,900+4,90003610.04%+361
ISHARES TR033,990+33,99003,3610.37%+3,361
ISHARES TR87,16087,16009,86310,2091.14%+346
SPDR SER TR
SP O&G EXPL PRO
12,00015,200+3,2001,7752,0810.23%+306
ISHARES TR074,800+74,80008,0400.89%+8,040
ISHARES INC65,00065,00001,9942,2720.25%+279
ISHARES INC25,00025,00001,4561,6960.19%+241
ISHARES INC82,19282,19201,7682,0010.22%+233
ISHARES TR
MSCI INDIA ETF
46,27346,27302,0462,2590.25%+212
ALLY FINL INC(ALLY)114,76593,720-21,0453,0623,2730.36%+211
NEWMONT CORP(NEM)04,858+4,85802010.02%+201
ISHARES TR20,21020,21001,9902,1880.24%+198
ISHARES INC59,84059,84002,0022,1950.24%+193
GLOBAL X FDS18,66018,66007709580.11%+188
ISHARES TR50,00050,00001,2781,4530.16%+175
ISHARES TR
MSCI UK ETF NEW
0123,000+123,00004,0650.45%+4,065
ISHARES INC23,50023,50001,3851,5400.17%+155
ADAMS DIVERSIFIED EQUITY FD63,67767,979+4,3021,0601,2040.13%+144
ISHARES TR029,260+29,26002,8200.31%+2,820
ISHARES TR3,0434,135+1,0923084330.05%+125
ISHARES INC040,000+40,00001,2250.14%+1,225
ISHARES TR111,250111,25009,0089,1271.02%+119
SPDR SER TR
ST STR SW SERV
4,0004,00005086010.07%+94
IAC INC(PPLI)14,88316,063+1,1807508410.09%+91
VANECK ETF TRUST
FALLEN ANGEL HG
50,00050,00001,3531,4390.16%+86
SPDR SER TR
ST STR SP BIOT
5,2005,20003804640.05%+85
SELECT SECTOR SPDR TR
ST STR FINL ETF
19,03019,03006317160.08%+84
VANECK ETF TRUST
GOLD MINERS ETF
20,00020,00005386200.07%+82
ISHARES INC16,00016,00006977720.09%+75
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,00010,00006567270.08%+71
WARNER BROS DISCOVERY INC(WBD)76,47178,491+2,0208308930.10%+63
VIRTUS EQUITY & CONV INCM FD
COM
60,00060,00001,1931,2550.14%+61
CREDIT ACCEP CORP MICH(CACC)4,6934,163-5302,1592,2180.25%+58
NEW AMER HIGH INCOME FD INC100,000100,00006487040.08%+56
BARRICK GOLD CORP10,92010,92001591980.02%+39
SPDR SER TR
ST STR SP HCEQ
5,7505,75004494840.05%+36
ISHARES INC
MSCI ITALY ETF
010,000+10,00003390.04%+339
ISHARES INC
MSCI SINGPOR ETF
100,000100,00001,8351,8700.21%+35
ISHARES INC14,00014,00003673950.04%+28
GOLUB CAP BDC INC(GBDC)50,00050,00007347550.08%+22
FRONTIER GROUP HLDGS INC(ULCC)125,674115,017-10,6576086280.07%+20
VANGUARD MALVERN FDS50,00050,00002,3642,3750.26%+11
ISHARES INC
MSCI TAIWAN ETF
7,0007,00003123220.04%+10
KRANESHARES TR10,65810,65803233330.04%+10
ABRDN JAPAN EQUITY FUND INC21,51121,51101151230.01%+8
ISHARES INC20,00020,00003433470.04%+4
NUVEEN CR STRATEGIES INCOME
COM SHS
20,00020,00001011040.01%+3
NUVEEN S&P 500 BUY-WRITE INC10,00010,00001271280.01%+2
ISHARES TR
MSCI INDONIA ETF
10,40010,40002322320.03%+1
EQUITABLE HLDGS INC34,50229,102-5,4009809690.11%-10
VANECK ETF TRUST
VANECK VIETNAM
26,32026,32003563400.04%-16
ROYAL GOLD INC(RGLD)6,8085,818-9907247040.08%-20
KELLANOVA14,87915,459+5808858640.10%-21
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
35,00035,00009479110.10%-36
MERCADOLIBRE INC(MELI)1,3041,019-2851,6531,6010.18%-52
UPWORK INC(UPWK)59,04841,591-17,4576716180.07%-52
BROOKFIELD CORP(BN)42,48831,512-10,9761,3291,2640.14%-64
SPDR GOLD TR(GLD)20,00017,600-2,4003,4293,3650.37%-64
ENOVA INTL INC(ENVA)18,24415,193-3,0519288410.09%-87
ENSTAR GROUP LIMITED3,9572,897-1,0609588530.09%-105
INTERACTIVE BROKERS GROUP IN(IBKR)9,1827,748-1,4347956420.07%-152
EOG RES INC(EOG)5,8224,792-1,0307385800.06%-158
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