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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,880,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
AGNICO EAGLE MINES LTD | COM | 008474108 | 4,097,988 | 80,400 | SH | SOLE | 80,400 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 20,104,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 15,559,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 9,474,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ARDAGH METAL PACKAGING S A | SHS | L02235106 | 19,380,000 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
B2GOLD CORP | COM | 11777Q209 | 2,740,240 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 26,505,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 16,634,400 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 9,850,000 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 9,518,779,367 | 243,883,663 | SH | SOLE | 243,883,663 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 9,098,400 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
GALIANO GOLD INC | COM | 36352H100 | 1,887,177 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 7,336,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 17,884,000 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 12,624,000 | 2,400,000 | SH | Call | SOLE | 2,400,000 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 24,390,400 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 23,397,900 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 17,839,100 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 14,835,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ORLA MNG LTD NEW | COM | 68634K106 | 5,101,241 | 1,075,558 | SH | SOLE | 1,075,558 | 0 | 0 | ||
PERPETUA RESOURCES CORP | COM | 714266103 | 5,018,774 | 1,126,765 | SH | SOLE | 1,126,765 | 0 | 0 | ||
SPROTT INC | COM NEW | 852066208 | 3,325,301 | 90,993 | SH | SOLE | 90,993 | 0 | 0 | ||
TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | 1,544,320 | 103,299 | SH | SOLE | 103,299 | 0 | 0 | ||
VISTA GOLD CORP | COM NEW | 927926303 | 2,061,379 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 14,017,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 4,520,400 | 120,000 | SH | SOLE | 120,000 | 0 | 0 |