Exor Capital as of March 31, 2022
Portfolio Holdings for Exor Capital
Exor Capital holds 16 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 19.2 | $293M | 10M | 29.10 | |
| Range Resources (RRC) | 16.1 | $246M | 8.1M | 30.38 | |
| Weatherford Intl Ord Shs (WFRD) | 12.0 | $183M | 5.5M | 33.30 | |
| Harmony Gold Mng Sponsored Adr (HMY) | 8.3 | $127M | 25M | 5.03 | |
| Schlumberger Com Stk (SLB) | 8.3 | $126M | 3.0M | 41.47 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 7.3 | $111M | 2.4M | 46.87 | |
| Valaris Cl A (VAL) | 7.1 | $108M | 2.1M | 51.97 | |
| Novagold Res Com New (NG) | 6.3 | $97M | 13M | 7.73 | |
| Liberty Oilfield Svcs Com Cl A (LBRT) | 4.8 | $74M | 5.0M | 14.82 | |
| Veon Sponsored Adr | 4.8 | $73M | 106M | 0.68 | |
| Vaneck Etf Trust Semiconductr Etf Put Option (SMH) | 2.9 | $45M | 165k | 269.79 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.9 | $13M | 457k | 28.51 | |
| Gatos Silver (GATO) | 0.8 | $12M | 2.9M | 4.32 | |
| Skillsoft Corp Cl A | 0.5 | $7.0M | 1.2M | 6.04 | |
| Fathom Digital Mfg Corp Com Cl A | 0.4 | $6.2M | 1.0M | 6.18 | |
| Desktop Metal Com Cl A (DM) | 0.4 | $5.8M | 1.2M | 4.74 |
