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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 954,140 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 20,309,472 | 155,200 | SH | SOLE | 155,200 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,260,572 | 402 | SH | Put | SOLE | 402 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 5,234,400 | 400 | SH | Put | SOLE | 400 | 0 | 0 | |
AMERICAN EXPRESS CO | COM | 025816109 | 11,069,898 | 74,200 | SH | SOLE | 74,200 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 11,043,450 | 759,000 | SH | SOLE | 759,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,388,940 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 5,227,272 | 91,900 | SH | SOLE | 91,900 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 915,424 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 720,504 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 19,319,949 | 518,100 | SH | SOLE | 518,100 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 16,296,538 | 73,750 | SH | SOLE | 73,750 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 1,885,000 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 6,216,750 | 153,500 | SH | SOLE | 153,500 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 888,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 10,455,942 | 72,100 | SH | SOLE | 72,100 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 393,255 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 13,365,280 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 722,790 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 7,800,990 | 569,000 | SH | SOLE | 569,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 26,832,096 | 241,600 | SH | SOLE | 241,600 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 2,401,135 | 33,363 | SH | SOLE | 33,363 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 10,547,285 | 108,500 | SH | SOLE | 108,500 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 7,232,486 | 220,100 | SH | SOLE | 220,100 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 20,925,520 | 240,800 | SH | SOLE | 240,800 | 0 | 0 | ||
TEMPLETON EMERGING MKTS FD | COM | 880191101 | 923,269 | 81,633 | SH | SOLE | 81,633 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,471,977 | 54,700 | SH | SOLE | 54,700 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 16,261,504 | 397,981 | SH | SOLE | 397,981 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 10,926,692 | 196,100 | SH | SOLE | 196,100 | 0 | 0 |