Hedge Fund - VGI Partners

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No. Security Ticker Shares Value Activity % Port History
1. NEM 1,940,248 $210,031,847 -7% 11.42%
2. FCX 2,435,382 $143,151,754 -24% 7.78%
3. APO 1,269,689 $141,468,749 +29% 7.69%
4. TECK 2,512,870 $130,041,023 -29% 7.07%
5. BAC 2,630,869 $128,254,864 +15% 6.97%