13F HOLDINGS REPORT
PM CAPITAL Ltd
Quarter ended Q1 2023 · Filed January 17, 2023 · Accession 0001630363-23-000001
Total Value
$475,499
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TECK RESOURCES CLASS B | TCKRF | 2,279,984 | $86,229 | 18.13% |
| 2 | APOLLO GLOBAL MGMT LLC | 037612306 | 1,248,071 | $79,614 | 16.74% |
| 3 | WYNN RESORTS LTD | WYNN | 667,688 | $55,064 | 11.58% |
| 4 | FREEPORT-MCMORAN INC | FCX | 1,412,608 | $53,679 | 11.29% |
| 5 | WELLS FARGO & CO NEW | 949746101 | 1,147,063 | $47,362 | 9.96% |
| 6 | JPMORGAN CHASE & CO | VYLD | 284,889 | $38,204 | 8.03% |
| 7 | HOWARD HUGHES CORP | HHH | 453,340 | $34,644 | 7.29% |
| 8 | BANK AMER CORP | 060505104 | 1,033,975 | $34,245 | 7.20% |
| 9 | TRUIST FINANCIAL CORP | 89832Q109 | 665,781 | $28,649 | 6.03% |
| 10 | ORACLE CORP | ORCL-PD | 217,870 | $17,809 | 3.75% |