Instuitional Investor - Lumbard & Kellner, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	51,907	$18,340,300	5.56%
2.	Materion Corp	MTRN	51,579	$15,339,079	4.65%
3.	Hudbay Minerals Inc	HBM	519,841	$12,273,446	3.72%
4.	Goldman Sachs Group Inc	GS	12,049	$12,185,997	3.69%
5.	Spdr Series Trust	KRE	174,182	$11,767,736	3.57%