Fund HoldingsQuarry LP

Total Portfolio Value
$347.68M
Total Bought
$174.15M
Total Sold
$353.95M
Net Transaction
-$179.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR(Put)0200,000+200,000040,578+40,578
ISHARES SILVER TR(SLV)(Call)0440,000+440,000011,691+11,691
ISHARES TR(Call)0100,000+100,00009,178+9,178
ISHARES SILVER TR(SLV)(Put)0240,000+240,00006,377+6,377
CHURCHILL CAPITAL CORP VII0286,573+286,57303,0860.89%+3,086
FIRST TR HIGH INCOME LONG /87,012302,446+215,4341,0383,7321.07%+2,694
LEIDOS HOLDINGS INC(LDOS)13,66728,010+14,3431,7924,0861.18%+2,294
SILVERBOX CORP III0200,000+200,00002,1200.61%+2,120
NEW YORK CMNTY BANCORP INC0642,017+642,01702,0670.59%+2,067
ATLANTA BRAVES HLDGS INC051,106+51,10602,0160.58%+2,016
TERAWULF INC(WULF)(Call)0450,000+450,00002,003+2,003
BLACKROCK INNOVATION AND GRW(BTX)113,300397,934+284,6349222,8770.83%+1,955
LOCKHEED MARTIN CORP(LMT)1,5505,303+3,7537052,4770.71%+1,772
MARATHON OIL CORP52,861113,007+60,1461,4983,2400.93%+1,742
BILIBILI INC00001,8490.53%+1,849
EDISON INTL(EIX)14,71337,371+22,6581,0412,6840.77%+1,643
APPLIED DIGITAL CORP(Call)0380,000+380,00002,261+2,261
DIAMONDBACK ENERGY INC(FANG)8,77316,410+7,6371,7393,2850.94%+1,547
PHILLIPS 66(PSX)10,32922,149+11,8201,6873,1270.90%+1,440
IRIS ENERGY LTD(Call)
ORDINARY SHARES
1,200,000700,000-500,0006,4807,903+1,423
FIRST SOLAR INC(FSLR)4,3529,447+5,0957352,1300.61%+1,395
BUNGE GLOBAL SA(BG)019,865+19,86502,1210.61%+2,121
MURPHY OIL CORP(MUR)34,62370,244+35,6211,5822,8970.83%+1,315
PEGASYSTEMS INC(PEGA)00001,3000.37%+1,300
BLACKROCK HEALTH SCIENCES TE098,886+98,88601,5190.44%+1,519
PERCEPTION CAPITAL CORP III0100,000+100,00001,0860.31%+1,086
NRG ENERGY INC(NRG)28,97238,747+9,7751,9613,0170.87%+1,056
CHURCHILL CAPITAL CORP IX
UNIT 99/99/9999
0100,000+100,00001,0110.29%+1,011
DT CLOUD ACQUISITION CORP095,625+95,62509750.28%+975
SABRE GLBL INC00009520.27%+952
ADVANCE AUTO PARTS INC(AAP)(Call)015,000+15,0000950+950
DOW INC(DOW)017,656+17,65609370.27%+937
SUNCOR ENERGY INC NEW(SU)29,87251,678+21,8061,1031,9690.57%+866
BLOCKCHAIN COINVSTRS ACQ CRP074,500+74,50008330.24%+833
AES CORP(AES)60,754107,425+46,6711,0891,8870.54%+798
OVINTIV INC(OVV)21,63040,902+19,2721,1231,9170.55%+794
ARCHER DANIELS MIDLAND CO24,64238,054+13,4121,5482,3000.66%+753
EASTMAN CHEM CO(EMN)5,19512,702+7,5075211,2440.36%+724
BELLEVUE LIFE SCNCS AQSTN CO065,000+65,00007010.20%+701
INDIA FD INC034,665+34,66506190.18%+619
ZALATORIS II ACQUISITION COR095,175+95,17501,0430.30%+1,043
NUVEEN MULTI ASSET INCOME FU0110,350+110,35001,3630.39%+1,363
LYONDELLBASELL INDUSTRIES N
SHS - A -
10,38417,324+6,9401,0621,6570.48%+595
MOSAIC CO NEW(MOS)16,81038,894+22,0845461,1240.32%+578
MELAR ACQUISITION CORP. I
UNIT 06/10/2029
050,000+50,00005000.14%+500
3M CO(MMM)7,51112,673+5,1627971,2950.37%+498
LIQUIDIA CORPORATION(LQDA)(Call)040,000+40,0000480+480
SPDR GOLD TR(GLD)(Put)50,00050,000010,28610,751+465
BLACKROCK CAP ALLOCATION TER(BCAT)069,034+69,03401,1330.33%+1,133
GABELLI MULTIMEDIA TR INC081,633+81,63304380.13%+438
OAK WOODS ACQUISITION CORP036,900+36,90004010.12%+401
LEGEND BIOTECH CORP(LEGN)09,000+9,00003990.11%+399
GREEN PLAINS INC(GPRE)068,208+68,20801,0820.31%+1,082
BROADCOM INC(AVGO)0213+21303420.10%+342
INVESCO VALUE MUN INCOME TR043,700+43,70005390.16%+539
ALLSTATE CORP(ALL)02,144+2,14403420.10%+342
INVESCO MUN OPPORTUNITY TR(VMO)032,500+32,50003280.09%+328
INVESCO ADVANTAGE MUN INCOME036,900+36,90003270.09%+327
INVESCO TR INVT GRADE MUNS031,800+31,80003270.09%+327
INVESCO MUNICIPAL TRUST(VKQ)032,500+32,50003240.09%+324
INVESCO QUALITY MUN INCOME T(IQI)032,600+32,60003230.09%+323
MAINSTAY CBRE GBL INFRA MEG073,889+73,88909470.27%+947
VOYA INFRASTRUCTURE INDLS &030,500+30,50003120.09%+312
AMERIPRISE FINL INC(AMP)0731+73103120.09%+312
VISTRA CORP(VST)29,79527,701-2,0942,0752,3820.69%+307
AUTOMATIC DATA PROCESSING IN01,447+1,44703450.10%+345
WEYERHAEUSER CO MTN BE(WY)010,948+10,94803110.09%+311
SMARTSHEET INC07,218+7,21803180.09%+318
AMAZON COM INC(AMZN)01,414+1,41402730.08%+273
AMERICAN INTL GROUP INC03,851+3,85102860.08%+286
HCA HEALTHCARE INC(HCA)0956+95603070.09%+307
CANNA GLOBAL ACQUISITION COR025,000+25,00002610.07%+261
LAUDER ESTEE COS INC(EL)02,433+2,43302590.07%+259
EDGEWISE THERAPEUTICS INC(EWTX)014,000+14,00002520.07%+252
LIQUIDIA CORPORATION(LQDA)020,500+20,50002460.07%+246
FLOWERS FOODS INC(FLO)010,835+10,83502410.07%+241
BECTON DICKINSON & CO(BDX)01,025+1,02502400.07%+240
VERA THERAPEUTICS INC(VERA)06,500+6,50002350.07%+235
ASCENDIS PHARMA A/S(ASND)02,500+2,50003410.10%+341
ESSEX PPTY TR INC(ESS)0880+88002400.07%+240
SABA CAPITAL INCOME & OPRNT076,930+76,93005420.16%+542
COOPER COS INC(COO)02,718+2,71802370.07%+237
PAYPAL HLDGS INC(PYPL)04,191+4,19102430.07%+243
DISNEY WALT CO(DIS)02,115+2,11502100.06%+210
AMERICOLD REALTY TRUST INC(COLD)08,599+8,59902200.06%+220
PELOTON INTERACTIVE INC(PTON)(Call)060,000+60,0000203+203
AIR PRODS & CHEMS INC0781+78102020.06%+202
THE CIGNA GROUP(CI)0704+70402330.07%+233
MSCI INC(MSCI)0437+43702110.06%+211
AMERICAN FINL GROUP INC OHIO01,618+1,61801990.06%+199
KURA ONCOLOGY INC(KURA)09,500+9,50001960.06%+196
PVH CORPORATION(PVH)01,918+1,91802030.06%+203
STATE STR CORP(STT)02,765+2,76502050.06%+205
COTERRA ENERGY INC06,987+6,98701860.05%+186
HALLIBURTON CO(HAL)05,436+5,43601840.05%+184
CORNERSTONE STRATEGIC VALUE(CLM)457,188470,246+13,0583,4383,6211.04%+183
INVESCO LTD(IVZ)013,902+13,90202080.06%+208
COMCAST CORP NEW(CCZ)05,962+5,96202330.07%+233
ASSURANT INC(AIZ)01,143+1,14301900.05%+190
B. RILEY FINANCIAL INC(Call)010,000+10,0000176+176
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