#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ALPHABET INC	GOOG	44,172	$13.9M	8.71%
2	CAMECO CORP	CCJ	147,300	$13.5M	8.47%
3	JEFFERIES FINL GROUP INC	47233W109	199,695	$12.4M	7.78%
4	NVIDIA CORPORATION	NVDA	64,925	$12.1M	7.61%
5	APPLE INC	AAPL	37,797	$10.3M	6.46%
6	ECHOSTAR CORP	SATS	49,610	$5.4M	3.39%
7	BERKSHIRE HATHAWAY INC DEL	BRK-A	10,237	$5.1M	3.24%
8	GOLDMAN SACHS GROUP INC	GSCE	5,554	$4.9M	3.07%
9	NAVIOS MARITIME PARTNERS L P	NMM	76,300	$4.0M	2.52%
10	MGM RESORTS INTERNATIONAL	MGM	109,260	$4.0M	2.51%
11	VERTIV HOLDINGS CO	VRT	22,500	$3.6M	2.29%
12	GE VERNOVA INC	GEV	5,562	$3.6M	2.29%
13	CORNING INC	GLW	41,500	$3.6M	2.28%
14	MICROSOFT CORP	MSFT	6,806	$3.3M	2.07%
15	ORACLE CORP	ORCL-PD	16,400	$3.2M	2.01%
16	SPDR S&P 500 ETF TR	SPY	4,597	$3.1M	1.97%
17	HALLIBURTON CO	HAL	110,900	$3.1M	1.97%
18	TRIPLE FLAG PRECIOUS METAL	TFPM	90,240	$3.0M	1.88%
19	CANADIAN NAT RES LTD	136385101	78,800	$2.7M	1.70%
20	GLOBALSTAR INC	GSAT	43,681	$2.7M	1.68%