The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 9,395 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ADIENT PLC | ORD SHS | G0084W101 | 3,885 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
AGNICO EAGLE MINES LTD | COM | 008474108 | 4,160 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 16,291 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,870 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ARDAGH METAL PACKAGING S.A. | SHS | L02235106 | 22,990 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
B2GOLD CORP | COM | 11777Q209 | 2,227 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 4,139 | 267,000 | SH | SOLE | 267,000 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 21,683 | 466,000 | SH | SOLE | 466,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 12,085 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 12,443 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 8,999,307 | 243,883,663 | SH | SOLE | 243,883,663 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 5,866 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 12,390 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
GALIANO GOLD INC | COM | 36352H100 | 1,565 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 23,216 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 16,045 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 8,104 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 12,076 | 1,735,000 | SH | SOLE | 1,735,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 22,974 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 18,117 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES | SHS - A - | N53745100 | 6,775 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MAVERIX METALS INC | COM NEW | 57776F405 | 1,494 | 445,972 | SH | SOLE | 445,972 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 49,523 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
NEWMONT CORP | COM | 651639106 | 3,186 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
ORLA MNG LTD NEW | COM | 68634K106 | 4,321 | 1,324,695 | SH | SOLE | 1,324,695 | 0 | 0 | ||
PERPETUA RESOURCES CORP | COM | 714266103 | 2,258 | 1,126,765 | SH | SOLE | 1,126,765 | 0 | 0 | ||
SILVERCREST METALS INC | COM | 828363101 | 1,881 | 339,155 | SH | SOLE | 339,155 | 0 | 0 | ||
SPROTT INC | COM NEW | 852066208 | 3,050 | 90,993 | SH | SOLE | 90,993 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 9,550 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 36,168 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 6,030 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 3,391 | 115,095 | SH | SOLE | 115,095 | 0 | 0 | ||
VISTA GOLD CORP | COM NEW | 927926303 | 1,802 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
WABTEC | COM | 929740108 | 1,311 | 16,113 | SH | SOLE | 16,113 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 8,044 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 12,044 | 370,000 | SH | SOLE | 370,000 | 0 | 0 |