TLS Advisors LLC Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$44.3M

Holdings

15

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (15 positions)

#StockSharesValue% PortfolioType
1
EQTEQT CORP
135,800$7.3M16.38%
2
PICKISHARES INC-ISHARES MSCI GLOBAL METALS & MINING PRODCRS ETF
199,500$7.2M16.16%
3
RIORIO TINTO PLC
118,100$7.1M16.02%
4
METAMETA PLATFORMS INC
10,589$6.1M13.78%
5
VALEVALE SA
594,000$5.9M13.38%
6
XOMAXOMA
119,044$2.4M5.36%
7
VALVALARIS LTD
52,000$2.0M4.61%
8
RRCRANGE RESOURCES CORP
47,923$1.9M4.32%
9
BHPBHP GROUP LIMITED
27,660$1.3M3.03%
10
XENEXENON PHARMS
32,956$1.1M2.50%
11
OABIOMNIAB
250,185$600K1.35%
12
WYWEYERHAEUSER CO
15,000$439K0.99%
13
HOVHOVNANIAN
3,872$405K0.91%
14
EWSISHARES MSCI SINGAPORE
13,600$323K0.73%
15
OVIDOVID THERAPEUTICS INC
680,967$213K0.48%