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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 26.77% | 1,907,523 | $874,904,499 | -182,000 | -8.71% | $458.66 | 13F |
| PPTA | PERPETUA RESOURCES CORP | 20.02% | 32,347,299 | $654,385,859 | No Change | $20.23 | 13F | |
| BHC | Bausch Health Companies Inc. | 14.01% | 73,255,869 | $457,849,181 | 2,500,000 | 3.53% | Form 4 | |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 11.41% | 7,743,282 | $372,916,461 | -1,206,839 | -13.48% | $48.16 | 13F |
| NG | NOVAGOLD RES INC | 7.33% | 27,238,061 | $239,694,937 | No Change | $8.8 | 13F | |
| THM | INTERNATIONAL TOWER HILL MINES LTD | 6.77% | 99,573,038 | $221,052,144 | 29,333,650 | 41.76% | Form 4 | |
| AEM | AGNICO EAGLE MINES LTD | 4.04% | 783,561 | $132,077,042 | No Change | $168.56 | 13F | |
| THRY | THRYV HLDGS INC | 1.58% | 4,280,000 | $51,616,800 | No Change | $12.06 | 13F | |
| HON | HONEYWELL INTL INC | 1.29% | 200,000 | $42,100,000 | No Change | $210.5 | 13F | |
| TMQ | TRILOGY METALS INC NEW | 0.92% | 14,326,996 | $30,086,692 | No Change | $2.1 | 13F | |
| GOOG | ALPHABET INC | -9,000 | Exited | 13F | ||||
| EQX | EQUINOX GOLD CORP | -2,500,000 | Exited | 13F | ||||
| IAG | IAMGOLD CORP | -1,850,000 | Exited | 13F | ||||
| JNPR | JUNIPER NETWORKS INC | -250,000 | Exited | 13F | ||||
| SA | SEABRIDGE GOLD INC | -2,070,000 | Exited | 13F |