Stenham Asset Management Ltd: 13F holdings
CIK 18407502026Q2
| Positions | 15 |
|---|
| Reported value | $139.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 15 (-3 vs prior quarter) |
|---|
| Reported value | $139.6m (-32.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLD SPDR GOLD TR | 321,659 | $118.5m | 84.9% |
| NAK NORTHERN DYNASTY MINERALS LT | 2,046,000 | $3.9m | 2.8% |
| YSS YORK SPACE SYSTEMS INC | 110,651 | $2.7m | 2.0% |
| IHAK ISHARES TR | 32,723 | $2.0m | 1.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 4,047 | $1.9m | 1.4% |
| SNDK SANDISK CORP | 710 | $1.6m | 1.2% |
| HBM HUDBAY MINERALS INC | 65,600 | $1.5m | 1.1% |
| SLV ISHARES SILVER TR | 27,700 | $1.5m | 1.1% |
| AMZN AMAZON COM INC | 4,700 | $1.1m | 0.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 2,211 | $1.1m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840750")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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