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 | 12,928,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
ADIENT PLC | ORD SHS | G0084W101 | 4,162,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
AGNICO EAGLE MINES LTD | COM | 008474108 | 5,121,015 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 19,728,640 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 12,352,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 9,568,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ARDAGH METAL PACKAGING S.A. | SHS | L02235106 | 22,847,500 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
B2GOLD CORP | COM | 11777Q209 | 2,462,075 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 3,099,272 | 180,400 | SH | SOLE | 180,400 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 27,797,800 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 12,231,500 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 12,746,600 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 10,311,401,272 | 243,883,663 | SH | SOLE | 243,883,663 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 8,392,800 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 10,529,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GALIANO GOLD INC | COM | 36352H100 | 1,715,643 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 9,635,850 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 10,933,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 23,996,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 22,523,900 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES | SHS - A - | N53745100 | 7,472,700 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MAVERIX METALS INC | COM NEW | 57776F405 | 2,087,149 | 445,972 | SH | SOLE | 445,972 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 13,237,400 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
NEWMONT CORP | COM | 651639106 | 3,577,760 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
ORLA MNG LTD NEW | COM | 68634K106 | 5,357,834 | 1,324,695 | SH | SOLE | 1,324,695 | 0 | 0 | ||
PERPETUA RESOURCES CORP | COM | 714266103 | 3,285,109 | 1,126,765 | SH | SOLE | 1,126,765 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 87,958,900 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
SPROTT INC | COM NEW | 852066208 | 3,024,817 | 90,993 | SH | SOLE | 90,993 | 0 | 0 | ||
VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 3,086,221 | 86,570 | SH | SOLE | 86,570 | 0 | 0 | ||
VISTA GOLD CORP | COM NEW | 927926303 | 1,695,330 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 17,135,350 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 6,941,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 |