Holdings
| MU MICRON TECHNOLOGY INC | $93.0M | 77.1% | 1,860,812 | +37,000 | +2.0% | Added |
| BN BROOKFIELD CORP | $22.4M | 18.6% | 712,319 | +712,319 | — | New |
| BAM BROOKFIELD ASSET MGMT-A | $5.1M | 4.2% | 178,077 | +178,077 | — | New |
| SRG SERITAGE GROWTH PROP- A | $40K | 0.0% | 3,375 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BROOKFIELD ASSET MGMT INC | 180,303 | $7.4M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.