13F HOLDINGS REPORT
Exor Capital LLP
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004702
Total Value
$5.41B
Positions
35
Other Managers
2
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 3,093,536 | $1.17B | 21.57% |
| 2 | PARAMOUNT SKYDANCE CORP | PSKY | 47,088,625 | $890.9M | 16.46% |
| 3 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 28,588,790 | $577.5M | 10.67% |
| 4 | VEON LTD | VEON | 6,044,094 | $329.0M | 6.08% |
| 5 | SIBANYE STILLWATER LTD | SBYSF | 28,430,409 | $319.6M | 5.91% |
| 6 | NOVAGOLD RES INC | 66987E206 | 35,111,968 | $309.0M | 5.71% |
| 7 | RANGE RES CORP | RRC | 7,200,474 | $271.0M | 5.01% |
| 8 | VANECK ETF TRUST | 92189F791 | 2,582,737 | $255.8M | 4.73% |
| 9 | HARMONY GOLD MINING CO LTD | HGMCF | 11,334,733 | $205.7M | 3.80% |
| 10 | SCHLUMBERGER LTD | SLB | 5,950,941 | $204.5M | 3.78% |
| 11 | VALARIS LTD | VAL-WT | 3,710,929 | $181.0M | 3.34% |
| 12 | FIRST MAJESTIC SILVER CORP | AG | 10,022,690 | $123.2M | 2.28% |
| 13 | NVIDIA CORPORATION | NVDA | 383,660 | $71.6M | 1.32% |
| 14 | TEMPUS AI INC | TEM | 783,859 | $63.3M | 1.17% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 205,000 | $57.3M | 1.06% |
| 16 | PONY AI INC | PYAIF | 2,379,892 | $53.5M | 0.99% |
| 17 | SERVICENOW INC | NOW | 46,104 | $42.4M | 0.78% |
| 18 | MICROSOFT CORP | MSFT | 73,023 | $37.8M | 0.70% |
| 19 | JOBY AVIATION INC | JOBY-WT | 2,338,980 | $37.8M | 0.70% |
| 20 | MERCADOLIBRE INC | MELI | 15,014 | $35.1M | 0.65% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 76,357 | $34.1M | 0.63% |
| 22 | AURORA INNOVATION INC | AUROW | 6,081,579 | $32.8M | 0.61% |
| 23 | TESLA INC | TSLA | 43,961 | $19.6M | 0.36% |
| 24 | RECURSION PHARMACEUTICALS IN | RXRX | 3,675,077 | $17.9M | 0.33% |
| 25 | API GROUP CORP | APG | 307,200 | $10.6M | 0.20% |
| 26 | MODERNA INC | MRNA | 373,095 | $9.6M | 0.18% |
| 27 | AMAZON COM INC | AMZN | 42,410 | $9.3M | 0.17% |
| 28 | HYATT HOTELS CORP | H | 62,923 | $8.9M | 0.17% |
| 29 | DUOLINGO INC | DUOL | 25,000 | $8.0M | 0.15% |
| 30 | CRH PLC | CRH | 59,761 | $7.2M | 0.13% |
| 31 | DRAFTKINGS INC NEW | DKNG | 160,967 | $6.0M | 0.11% |
| 32 | UBER TECHNOLOGIES INC | UBER | 53,700 | $5.3M | 0.10% |
| 33 | ISHARES TR | 464287432 | 55,000 | $4.9M | 0.09% |
| 34 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 250,282 | $3.6M | 0.07% |
| 35 | BIOHAVEN LTD | BHVN | 24,390 | $366,094 | 0.01% |