Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COHERENT CORP(COHR) | 405,000 | 420,000 | +15,000 | 96,475 | 165,677 | 46.69% | +69,202 |
| HUDBAY MINERALS INC(HBM) | 983,023 | 2,950,000 | +1,966,977 | 20,545 | 69,650 | 19.63% | +49,104 |
| ALMONTY INDS INC | 0 | 1,724,226 | +1,724,226 | 0 | 28,553 | 8.05% | +28,553 |
| SANDISK CORP(SNDK) | 173,969 | 40,000 | -133,969 | 110,529 | 90,949 | 25.63% | -19,580 |
| ACM RESH INC(ACMR) | 596,689 | 0 | -596,689 | 23,480 | 0 | — | -23,480 |
| ALCOA CORP(AA) | 685,000 | 0 | -685,000 | 45,436 | 0 | — | -45,436 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 190,213 | 0 | -190,213 | 74,518 | 0 | — | -74,518 |