13F HOLDINGS REPORT
JNE Partners LLP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003014
Total Value
$57.5M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | 518,100 | $32.7M | 56.86% |
| 2 | ELLIOTT OPPORTUNITY II CORP | G30092129 | 1,100,000 | $11.4M | 19.78% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 202,000 | $8.0M | 13.92% |
| 4 | NOVAGOLD RES INC | 66987E206 | 1,307,396 | $5.2M | 9.07% |
| 5 | WALDENCAST PLC | WALDW | 333,333 | $216,250 | 0.38% |