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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ORLA | ORLA MINING LTD | 17.14% | 58,399,504 | $568,456,141 | 26,582,275 | 83.55% | $9.73 | 13F |
| KHC | KRAFT HEINZ CO | 10.18% | 14,306,500 | $337,633,400 | 9,038,300 | 171.56% | $23.6 | 13F |
| UAA | UNDER ARMOUR INC | 8.74% | 45,356,965 | $289,831,006 | 2,356,093 | 5.48% | $6.39 | 13F |
| TAP | MOLSON COORS BEVERAGE CO | 2.34% | 1,994,500 | $77,665,830 | 556,000 | 38.65% | $38.94 | 13F |
| WEN | WENDYS CO | 2.00% | 8,005,627 | $66,286,592 | 4,736,725 | 144.9% | $8.28 | 13F |
| PFE | PFIZER INC | 0.76% | 1,043,900 | $25,116,234 | 53,000 | 5.35% | $24.06 | 13F |
| WBD | WARNER BROS DISCOVERY INC | 0.07% | 81,900 | $2,179,359 | 24,000 | 41.45% | $26.61 | 13F |