MondegarAI
EAGLE GLOBAL ADVISORS LLC

Q1 2025 · 13F-HR

EAGLE GLOBAL ADVISORS LLCholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001692

$2.43B
Reported value
271
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$241.6M9.95%1,087,741CommonSOLE
29273V100ETENERGY TRANSFER L P$115.7M4.76%6,224,721CommonSOLE
55336V100MPLXMPLX LP$101.5M4.18%1,896,430CommonSOLE
87612G101TRGPTARGA RES CORP$99.1M4.08%494,360CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$97.2M4.00%2,372,430CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$84.8M3.49%4,238,249CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$71.8M2.96%2,103,914CommonSOLE
16411R208LNGCHENIERE ENERGY INC$70.4M2.90%304,280CommonSOLE
428103105HESMHESS MIDSTREAM LP$67.5M2.78%1,596,165CommonSOLE
594918104MSFTMICROSOFT CORP$63.2M2.60%168,253CommonSOLE
682680103OKEONEOK INC NEW$55.3M2.28%557,070CommonSOLE
23345M107DTMDT MIDSTREAM INC$46.8M1.93%485,465CommonSOLE
023135106AMZNAMAZON COM INC$45.4M1.87%238,804CommonSOLE
969457100WMBWILLIAMS COS INC$45.2M1.86%756,847CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$43.0M1.77%175,279CommonSOLE
67066G104NVDANVIDIA CORPORATION$36.6M1.51%337,602CommonSOLE
02079K107GOOGALPHABET INC$34.4M1.42%220,312CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$31.0M1.28%92,135CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$29.0M1.19%1,016,490CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$28.9M1.19%1,353,145CommonSOLE
02079K305GOOGLALPHABET INC$28.2M1.16%182,252CommonSOLE
718172109PMPHILIP MORRIS INTL INC$26.7M1.10%168,084CommonSOLE
30231G102XOMEXXON MOBIL CORP$23.5M0.97%197,618CommonSOLE
036752103ELVELEVANCE HEALTH INC$23.2M0.95%53,248CommonSOLE
437076102HDHOME DEPOT INC$23.0M0.95%62,683CommonSOLE
92826C839VVISA INC$22.8M0.94%64,969CommonSOLE
65339F101NEENEXTERA ENERGY INC$21.7M0.89%305,882CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$21.6M0.89%39,359CommonSOLE
46090E103QQQINVESCO QQQ TR$20.2M0.83%43,101CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$19.5M0.80%37,217CommonSOLE
025816109AXPAMERICAN EXPRESS CO$17.6M0.72%65,351CommonSOLE
438516106HONHONEYWELL INTL INC$17.0M0.70%80,492CommonSOLE
00287Y109ABBVABBVIE INC$16.9M0.70%80,776CommonSOLE
09290D101BLKBLACKROCK INC$15.8M0.65%16,703CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.8M0.65%29,643CommonSOLE
166764100CVXCHEVRON CORP NEW$15.4M0.64%92,288CommonSOLE
478160104JNJJOHNSON & JOHNSON$15.3M0.63%92,508CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14.9M0.61%86,509CommonSOLE
58933Y105MRKMERCK & CO INC$14.1M0.58%156,806CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$13.7M0.56%1,251,904CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$13.7M0.56%2,974CommonSOLE
G54950103LINLINDE PLC$13.3M0.55%28,472CommonSOLE
743315103PGRPROGRESSIVE CORP$12.4M0.51%43,925CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12.0M0.49%70,458CommonSOLE
30303M102METAMETA PLATFORMS INC$11.8M0.48%20,428CommonSOLE
87807B107TRPTC ENERGY CORP$11.8M0.48%249,350CommonSOLE
36828A101GEVGE VERNOVA INC$11.6M0.48%38,155CommonSOLE
231561101CWCURTISS WRIGHT CORP$11.5M0.47%36,124CommonSOLE
46138G615SOXQINVESCO EXCH TRADED FD TR II$11.4M0.47%337,536CommonSOLE
872590104TMUST-MOBILE US INC$10.9M0.45%40,999CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$10.7M0.44%21,499CommonSOLE
488401100KMPRKEMPER CORP$10.6M0.44%159,060CommonSOLE
149123101CATCATERPILLAR INC$10.6M0.43%32,022CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10.5M0.43%33,651CommonSOLE
69331C108PCGPG&E CORP$10.3M0.42%600,767CommonSOLE
H01301128ALCALCON AG$10.1M0.41%106,083CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$9.8M0.40%134,255CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.4M0.39%144,366CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$9.3M0.38%95,180CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$9.3M0.38%132,029CommonSOLE
907818108UNPUNION PAC CORP$8.8M0.36%37,374CommonSOLE
G25508105CRHCRH PLC$8.8M0.36%99,745CommonSOLE
855244109SBUXSTARBUCKS CORP$8.7M0.36%88,755CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.7M0.36%50,999CommonSOLE
191216100KOCOCA COLA CO$8.7M0.36%121,008CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.4M0.35%50,631CommonSOLE
78409V104SPGIS&P GLOBAL INC$8.4M0.34%16,492CommonSOLE
686330101IXORIX CORP$8.3M0.34%397,500CommonSOLE
747525103QCOMQUALCOMM INC$8.2M0.34%53,199CommonSOLE
670100205NVONOVO-NORDISK A S$7.4M0.30%106,348CommonSOLE
713448108PEPPEPSICO INC$7.4M0.30%49,116CommonSOLE
780259305SHELSHELL PLC$7.3M0.30%99,059CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$6.9M0.28%132,637CommonSOLE
835699307SONYSONY GROUP CORP$6.7M0.28%264,220CommonSOLE
521865204LEALEAR CORP$6.7M0.27%75,531CommonSOLE
M3760D101ESLTELBIT SYS LTD$6.6M0.27%17,101CommonSOLE
02209S103MOALTRIA GROUP INC$6.4M0.27%107,456CommonSOLE
86614G101SMCSUMMIT MIDSTREAM CORPORATION$6.4M0.26%188,266CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$6.3M0.26%50,255CommonSOLE
871829107SYYSYSCO CORP$6.2M0.26%82,912CommonSOLE
00724F101ADBEADOBE INC$6.1M0.25%16,004CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$4.8M0.20%355,434CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$4.8M0.20%311,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$4.7M0.19%223,055CommonSOLE
254687106DISDISNEY WALT CO$4.6M0.19%46,335CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.6M0.19%34,533CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$4.5M0.19%13,400CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$4.5M0.18%111,550CommonSOLE
136385101CNQCANADIAN NAT RES LTD$4.4M0.18%142,600CommonSOLE
803054204SAPSAP SE$4.4M0.18%16,277CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$4.3M0.18%240,740CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.3M0.18%2,218CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$4.2M0.17%108,989CommonSOLE
N07059210ASMLASML HOLDING N V$4.2M0.17%6,325CommonSOLE
40415F101HDBHDFC BANK LTD$4.1M0.17%61,860CommonSOLE
372303206GMABGENMAB A/S$4.1M0.17%209,295CommonSOLE
580135101MCDMCDONALDS CORP$4.1M0.17%13,000CommonSOLE
78468R200FLRNSPDR SER TR$4.0M0.17%130,867CommonSOLE
046353108AZNNASTRAZENECA PLC$3.9M0.16%53,376CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.9M0.16%6,933CommonSOLE
M7516K103NVMINOVA LTD$3.9M0.16%21,000CommonSOLE
29446M102EQNREQUINOR ASA$3.8M0.16%143,000CommonSOLE
464287457SHYISHARES TR$3.6M0.15%43,065CommonSOLE
04016X101ARGXARGENX SE$3.5M0.14%5,900CommonSOLE
456837103INGING GROEP N.V.$3.5M0.14%177,636CommonSOLE
78464A474SPSBSPDR SER TR$3.3M0.14%109,350CommonSOLE
98978V103ZTSZOETIS INC$3.2M0.13%19,416CommonSOLE
52661A108DRSLEONARDO DRS INC$3.2M0.13%97,000CommonSOLE
653656108NICENICE LTD$3.0M0.12%19,270CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$2.9M0.12%68,000CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$2.8M0.12%517,000CommonSOLE
759530108RELXRELX PLC$2.8M0.11%55,150CommonSOLE
405552100HLNHALEON PLC$2.6M0.11%248,000CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.5M0.10%31,313CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.4M0.10%35,831CommonSOLE
464288646IGSBISHARES TR$2.4M0.10%46,025CommonSOLE
639057207NWGNATWEST GROUP PLC$2.3M0.10%194,015CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.3M0.09%20,930CommonSOLE
78468R739SHMSPDR SER TR$2.3M0.09%47,883CommonSOLE
45104G104IBNICICI BANK LIMITED$2.2M0.09%70,100CommonSOLE
46429B655FLOTISHARES TR$2.2M0.09%43,058CommonSOLE
25243Q205DEODIAGEO PLC$2.2M0.09%20,955CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$2.2M0.09%60,323CommonSOLE
G4705A100ICLRICON PLC$2.1M0.09%12,224CommonSOLE
04010L103ARCCARES CAPITAL CORP$2.0M0.08%91,985CommonSOLE
892331307TMTOYOTA MOTOR CORP$2.0M0.08%11,302CommonSOLE
M7S64H106MNDYMONDAY COM LTD$1.9M0.08%8,000CommonSOLE
464288638IGIBISHARES TR$1.9M0.08%36,846CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$1.9M0.08%500,000CommonSOLE
922280102VRNSVARONIS SYS INC$1.9M0.08%46,200CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.9M0.08%37,640CommonSOLE
M20791105CAMTCAMTEK LTD$1.8M0.08%31,400CommonSOLE
H1467J104CBCHUBB LIMITED$1.8M0.07%6,000CommonSOLE
46431W838MEARISHARES U S ETF TR$1.8M0.07%35,650CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.8M0.07%9,368CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$1.8M0.07%62,047CommonSOLE
78468R663BILSPDR SER TR$1.7M0.07%18,925CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$1.7M0.07%60,400CommonSOLE
002824100ABTABBOTT LABS$1.7M0.07%12,862CommonSOLE
767204100RIORIO TINTO PLC$1.7M0.07%27,800CommonSOLE
931142103WMTWALMART INC$1.6M0.07%18,687CommonSOLE
456788108INFYINFOSYS LTD$1.6M0.06%86,000CommonSOLE
M53213100ICLICL GROUP LTD$1.4M0.06%247,902CommonSOLE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$1.4M0.06%57,790CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.4M0.06%19,400CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.06%11,190CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$1.4M0.06%50,300CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$1.4M0.06%89,122CommonSOLE
20825C104COPCONOCOPHILLIPS$1.4M0.06%12,955CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.3M0.05%5,600CommonSOLE
464288414MUBISHARES TR$1.3M0.05%12,535CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.3M0.05%92,100CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.05%1,387CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.3M0.05%42,961CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.05%4,060CommonSOLE
172967424CCITIGROUP INC$1.2M0.05%17,150CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$1.2M0.05%84,300CommonSOLE
464288679SHVISHARES TR$1.2M0.05%10,869CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$1.2M0.05%20,280CommonSOLE
M7518J104ODDODDITY TECH LTD$1.1M0.05%26,000CommonSOLE
464287465EFAISHARES TR$1.1M0.05%13,560CommonNONE
25746U109DDOMINION ENERGY INC$1.1M0.05%19,745CommonSOLE
53656G571LISTED FD TR$1.0M0.04%46,700CommonSOLE
960417103WLKPWESTLAKE CHEM PARTNERS LP$1.0M0.04%43,873CommonSOLE
559222401MGAMAGNA INTL INC$998,6260.04%29,380CommonSOLE
98149E303GLDMWORLD GOLD TR$990,2400.04%16,000CommonSOLE
559166103MGICMAGIC SOFTWARE ENTERPRISES L$945,4510.04%72,783CommonSOLE
718546104PSXPHILLIPS 66$942,0110.04%7,629CommonSOLE
922908363VOOVANGUARD INDEX FDS$865,5930.04%1,684CommonSOLE
861012102STMSTMICROELECTRONICS N V$834,4800.03%38,000CommonSOLE
92333F101VGVENTURE GLOBAL INC$824,0000.03%80,000CommonNONE
17275R102CSCOCISCO SYS INC$795,9110.03%12,898CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$793,1670.03%20,950CommonSOLE
03076C106AMPAMERIPRISE FINL INC$774,5760.03%1,600CommonSOLE
464287440IEFISHARES TR$756,7610.03%7,935CommonSOLE
302635206FSKFS KKR CAP CORP$743,9340.03%35,510CommonSOLE
427096508HTGCHERCULES CAPITAL INC$743,5230.03%38,705CommonSOLE
87422Q109TLNTALEN ENERGY CORP$731,9900.03%3,666CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$720,3340.03%22,260CommonSOLE
46435G219IGEBISHARES TR$708,9070.03%15,750CommonSOLE
458140100INTCINTEL CORP$693,8130.03%30,551CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$666,3320.03%9,650CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$659,7450.03%4,500CommonSOLE
464287655IWMISHARES TR$655,3250.03%3,285CommonSOLE
56035L104MAINMAIN STR CAP CORP$651,2880.03%11,515CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$641,6180.03%12,623CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$630,5540.03%8,235CommonSOLE
922908744VTVVANGUARD INDEX FDS$616,6820.03%3,570CommonSOLE
87612E106TGTTARGET CORP$605,2880.02%5,800CommonSOLE
949746101WMT2WELLS FARGO CO NEW$604,3280.02%8,418CommonSOLE
10501L106BWAYBRAINSWAY LTD$590,2270.02%62,326CommonSOLE
46434V860TFLOISHARES TR$585,9840.02%11,567CommonSOLE
92189F387SHYDVANECK ETF TRUST$525,9060.02%23,384CommonNONE
031162100AMGNAMGEN INC$520,2880.02%1,670CommonSOLE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$514,9680.02%25,800CommonSOLE
09260D107BXBLACKSTONE INC$509,2440.02%3,643CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$499,9630.02%5,570CommonSOLE
88579Y101MMM3M CO$498,5900.02%3,395CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$493,2360.02%33,645CommonSOLE
78468R788SPYDSPDR SER TR$490,8430.02%11,090CommonSOLE
48133Q309AMJBJPMORGAN CHASE FINL CO LLC$486,2260.02%14,970CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$482,7990.02%905CommonSOLE
464287200IVVISHARES TR$478,7390.02%852CommonSOLE
11135F101AVGOBROADCOM INC$470,4780.02%2,810CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$466,3150.02%4,990CommonSOLE
548661107LOWLOWES COS INC$456,4190.02%1,957CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$437,9860.02%1,766CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$435,4180.02%6,050CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$435,3330.02%9,300CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$434,2310.02%11,900CommonSOLE
78464A409SPYGSPDR SER TR$410,2890.02%5,105CommonSOLE
92189K105HODLVANECK BITCOIN ETF$410,2560.02%17,600CommonSOLE
487836108KKELLANOVA$408,3250.02%4,950CommonSOLE
M5425M103INMDINMODE LTD$408,0200.02%23,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$403,8840.02%2,201CommonSOLE
N00985106AERAERCAP HOLDINGS NV$402,9580.02%3,944CommonNONE
422806109HEIHEICO CORP NEW$390,3550.02%1,461CommonSOLE
78464A763SDYSPDR SER TR$371,2200.02%2,736CommonSOLE
29084Q100EMEEMCOR GROUP INC$369,6300.02%1,000CommonSOLE
464287432TLTISHARES TR$368,0340.02%4,043CommonSOLE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$367,7520.02%7,700CommonSOLE
09062X103BIIBBIOGEN INC$359,2050.01%2,625CommonSOLE
200340107CMACOMERICA INC$344,1430.01%5,827CommonSOLE
717081103PFEPFIZER INC$343,3570.01%13,550CommonSOLE
464288588MBBISHARES TR$336,8580.01%3,592CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$334,6860.01%6,600CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$330,5060.01%19,910CommonSOLE
13321L108CCJCAMECO CORP$325,1640.01%7,900CommonSOLE
260003108DOVDOVER CORP$324,4810.01%1,847CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$324,3110.01%726CommonSOLE
896442308TRINTRINITY CAP INC$322,6050.01%21,280CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$316,6770.01%14,150CommonSOLE
942622200WSOWATSCO INC$310,8330.01%612CommonSOLE
00206R102TAT&T INC$303,5860.01%10,735CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$296,8870.01%6,100CommonSOLE
316500107FDUSFIDUS INVT CORP$291,7810.01%14,310CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$282,5650.01%3,100CommonSOLE
988498101YUMYUM BRANDS INC$280,1010.01%1,780CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$278,8370.01%3,764CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$276,2850.01%1,500CommonSOLE
464287119ILCGISHARES TR$274,1510.01%3,385CommonSOLE
248356107DNNDENISON MINES CORP$267,0200.01%205,400CommonSOLE
06759L103BBDCBARINGS BDC INC$266,8340.01%27,970CommonSOLE
916896103UECURANIUM ENERGY CORP$266,2460.01%55,700CommonSOLE
427866108HSYHERSHEY CO$258,3160.01%1,510CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$249,8000.01%1,096CommonSOLE
46434V407SHYGISHARES TR$249,0820.01%5,858CommonSOLE
26873J107EMXEMX RTY CORP$248,6760.01%121,900CommonSOLE
65340P106NXENEXGEN ENERGY LTD$246,9500.01%55,000CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$241,1230.01%3,975CommonSOLE
464287606IJKISHARES TR$233,1840.01%2,800CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$231,0300.01%30,600CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$228,2280.01%79,800CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$225,9030.01%2,910CommonSOLE
91702V101UROYURANIUM RTY CORP$225,1040.01%127,900CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$224,2880.01%32,600CommonSOLE
443628102HBMHUDBAY MINERALS INC$222,3870.01%29,300CommonSOLE
48662X105KBDCKAYNE ANDERSON BDC INC$217,0240.01%13,380CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$210,9360.01%4,700CommonSOLE
878742204TECKTECK RESOURCES LTD$207,6510.01%5,700CommonSOLE
960413102WLKWESTLAKE CORPORATION$206,6620.01%2,066CommonSOLE
45168D104IDXXIDEXX LABS INC$205,7750.01%490CommonSOLE
94106L109WMWASTE MGMT INC DEL$202,5710.01%875CommonSOLE
38071H106GROYGOLD ROYALTY CORP$201,6000.01%140,000CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$166,6910.01%11,010CommonSOLE
876511106TGBTASEKO MINES LTD$161,9520.01%72,300CommonSOLE
29259W700EUENCORE ENERGY CORP$134,6710.01%98,300CommonSOLE
83056P715SKESKEENA RES LTD NEW$102,9180.00%10,200CommonSOLE
53224K302LTBRLIGHTBRIDGE CORP$97,7260.00%13,100CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$91,7980.00%15,800CommonSOLE
72016P105PLLPIEDMONT LITHIUM INC$89,4600.00%14,200CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.