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Top holdings
#Stock% of portfolioThis quarter
1EXEExpand Energy Corp12.6%No change
2GTXGarrett Motion Inc7.3%Reduced -48%
3SUPNSupernus Inc6.7%New buy
4TDSTelephone And Data Systems5.2%Added +23%
5VNOMViper Energy Inc4.2%No change
6CORZCore Scientific Inc3.4%Reduced -47%
7TLNTalen Energy Corp3.4%No change
8BBarrick Mining Corp3.1%Added +22%
9ITUBItau Unibanco H-Spon Prf Adr2.6%Reduced -2%
10OCSLOaktree Specialty Lending Co2.5%Added +325%
6 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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