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 |
ABBVIE INC | COM | 00287Y109 | 12,253 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
ADIENT PLC | ORD SHS | G0084W101 | 4,148 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 15,631 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 9,807 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
ARDAGH METAL PACKAGING S.A. | SHS | L02235106 | 27,145 | 4,450,000 | SH | SOLE | 4,450,000 | 0 | 0 | ||
B2GOLD CORP | COM | 11777Q209 | 2,349 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 24,042 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 18,865 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 19,500 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 10,920,318 | 243,214,203 | SH | SOLE | 243,214,203 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,063 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 16,533 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
FERGUSON PLC NEW | SHS | G3421J106 | 8,303 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
GALIANO GOLD INC | COM | 36352H100 | 1,329 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 23,876 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 13,657 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 18,256 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
GOLD STD VENTURES CO | COM | 380738104 | 3,470 | 10,893,139 | SH | SOLE | 10,893,139 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 16,824 | 1,635,000 | SH | SOLE | 1,635,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 20,167 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
IHEARTMEDIA INC | COM CL A | 45174J509 | 3,156 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 14,987 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES | SHS - A - | N53745100 | 15,743 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
MAVERIX METALS INC | COM NEW | 57776F405 | 1,798 | 413,348 | SH | SOLE | 413,348 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 47,569 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
OSISKO GOLD ROYALTIES LTD | COM | 68827L101 | 3,009 | 298,383 | SH | SOLE | 298,383 | 0 | 0 | ||
PERPETUA RESOURCES CORP | COM | 714266103 | 3,712 | 1,126,765 | SH | SOLE | 1,126,765 | 0 | 0 | ||
SILVERCREST METALS INC | COM | 828363101 | 2,207 | 360,972 | SH | SOLE | 360,972 | 0 | 0 | ||
SPROTT INC | COM NEW | 852066208 | 3,161 | 90,993 | SH | SOLE | 90,993 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 11,614 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 6,845 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
VISTA GOLD CORP | COM NEW | 927926303 | 2,328 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
WABTEC | COM | 929740108 | 1,323 | 16,113 | SH | SOLE | 16,113 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 7,834 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 14,794 | 330,000 | SH | SOLE | 330,000 | 0 | 0 |