Afton Capital Management as of Dec. 31, 2021
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Digitalbridge Group Cl A Com | 31.0 | $16M | 1.9M | 8.33 | |
| Aspen Aerogels (ASPN) | 13.4 | $6.9M | 138k | 49.79 | |
| Freeport-mcmoran CL B (FCX) | 12.3 | $6.3M | 150k | 41.73 | |
| Enovix Corp (ENVX) | 10.4 | $5.3M | 195k | 27.28 | |
| Marvell Technology (MRVL) | 8.6 | $4.4M | 50k | 87.50 | |
| ON Semiconductor (ON) | 6.7 | $3.4M | 50k | 67.92 | |
| Livent Corp | 6.0 | $3.0M | 125k | 24.38 | |
| Albemarle Corporation (ALB) | 4.6 | $2.3M | 10k | 233.80 | |
| Freyr Battery SHS | 4.4 | $2.2M | 200k | 11.18 | |
| MGM Resorts International. (MGM) | 2.6 | $1.3M | 30k | 44.87 |
