Pm Capital as of March 31, 2022
Portfolio Holdings for Pm Capital
Pm Capital holds 12 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 |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 17.7 | $91M | 2.2M | 40.39 | |
| Apollo Global Mgmt Cl A Shs | 14.1 | $72M | 1.2M | 61.99 | |
| Freeport-mcmoran CL B (FCX) | 14.0 | $72M | 1.4M | 49.74 | |
| Wells Fargo & Company (WFC) | 10.7 | $55M | 1.1M | 48.46 | |
| Wynn Resorts (WYNN) | 10.6 | $54M | 682k | 79.74 | |
| Howard Hughes | 9.2 | $47M | 453k | 103.61 | |
| Bank of America Corporation (BAC) | 8.5 | $44M | 1.1M | 41.22 | |
| JPMorgan Chase & Co. (JPM) | 7.6 | $39M | 285k | 136.32 | |
| Truist Financial Corp equities (TFC) | 3.6 | $19M | 327k | 56.70 | |
| Oracle Corporation (ORCL) | 3.5 | $18M | 218k | 82.73 | |
| Las Vegas Sands (LVS) | 0.3 | $1.7M | 45k | 38.86 | |
| Melco Resort Entertainment L Adr (MLCO) | 0.2 | $898k | 118k | 7.64 |
