13F HOLDINGS REPORT
PM CAPITAL Ltd
Quarter ended Q2 2023 · Filed April 12, 2023 · Accession 0001630363-23-000003
Total Value
$480,794
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT LLC | 037612306 | 1,264,643 | $79,875 | 16.61% |
| 2 | TECK RESOURCES CLASS B | TCKRF | 2,179,984 | $79,569 | 16.55% |
| 3 | WYNN RESORTS LTD | WYNN | 667,688 | $74,721 | 15.54% |
| 4 | BANK AMER CORP | 060505104 | 1,827,668 | $52,271 | 10.87% |
| 5 | FREEPORT-MCMORAN INC | FCX | 1,219,008 | $49,870 | 10.37% |
| 6 | WELLS FARGO & CO NEW | 949746101 | 1,147,063 | $42,877 | 8.92% |
| 7 | JPMORGAN CHASE & CO | VYLD | 284,889 | $37,124 | 7.72% |
| 8 | HOWARD HUGHES CORP | HHH | 299,640 | $23,971 | 4.99% |
| 9 | TRUIST FINANCIAL CORP | 89832Q109 | 665,781 | $22,703 | 4.72% |
| 10 | ORACLE CORP | ORCL-PD | 191,701 | $17,813 | 3.70% |