Exor Capital LLP
- SEC CIK
- 0001732768
- Latest filing
- Jul 29, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 29, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 13
- +4 vs. Q1 2021
- Portfolio value
- $1.15B
- +$282.4M (+32.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCJCameco Corp | Stock | 11,693,451 | $224.3M | 19.4% | +573,000+5.2% | Added | History |
| SLBSLB Limited | Stock | 5,805,476 | $186.7M | 16.2% | −904,000−13.5% | Reduced | History |
| VEONVEON Ltd. | SPONSORED ADR | 78,347,333 | $143.4M | 12.4% | +4,294,137+5.8% | Added | History |
| RRCRange Resources Corp | COM | 8,544,920 | $143.2M | 12.4% | +530,000+6.6% | Added | History |
| WFRDWeatherford International plc | ORD SHS | 5,118,632 | $93.2M | 8.1% | +5,118,632 | New | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,819,000 | $85.0M | 7.4% | +292,000+19.1% | Added | – |
| HMYHarmony Gold Mining Co Ltd | ADR | 20,156,016 | $75.2M | 6.5% | +2,535,287+14.4% | Added | History |
| NGNovagold Resources Inc | COM NEW | 9,380,100 | $75.1M | 6.5% | +1,026,750+12.3% | Added | History |
| LBRTLiberty Energy Inc. | COM CL A | 4,982,862 | $70.6M | 6.1% | +322,208+6.9% | Added | History |
| GATOGatos Silver, Inc. | COM | 2,092,120 | $36.6M | 3.2% | +190,000+10.0% | Added | History |
| VALValaris Ltd | CL A | 511,898 | $14.8M | 1.3% | +511,898 | New | History |
| DMDesktop Metal, Inc. | COM CL A | 317,677 | $3.65M | 0.3% | +317,677 | New | History |
| SKILSkillsoft Corp. | CL A | 310,032 | $3.05M | 0.3% | +310,032 | New | History |