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Exor Capital LLP

SEC CIK
0001732768
Latest filing
Jul 29, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
16
+1 vs. Q1 2022
Portfolio value
$1.03B
−$447.0M (−30.2%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Exor Capital LLP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CCJCameco CorpStock9,180,357$193.0M18.7%−872,306−8.7%ReducedHistory
RRCRange Resources CorpCOM6,190,163$153.2M14.8%−1,894,851−23.4%ReducedHistory
WFRDWeatherford International plcORD SHS5,342,279$113.1M10.9%−158,933−2.9%ReducedHistory
SLBSLB LimitedStock2,611,638$93.8M9.1%−436,000−14.3%ReducedHistory
VALValaris LtdCL A2,021,533$85.4M8.3%−64,103−3.1%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE2,576,213$82.4M8.0%+207,000+8.7%Added–
HMYHarmony Gold Mining Co LtdADR25,164,903$78.8M7.6%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW14,211,573$68.4M6.6%+1,705,036+13.6%AddedHistory
VEONVEON Ltd.SPONSORED ADR120,785,818$55.6M5.4%+14,354,043+13.5%AddedHistory
LBRTLiberty Energy Inc.COM CL A3,489,393$44.5M4.3%−1,493,469−30.0%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET924,315$30.3M2.9%+467,841+102.5%Added–
Paramount Global92556H206CL B686,000$17.0M1.6%+686,000New–
GATOGatos Silver, Inc.COM2,872,657$8.24M0.8%00.0%UnchangedHistory
SKILSkillsoft Corp.CL A1,155,361$4.07M0.4%00.0%UnchangedHistory
FATHFathom Digital Manufacturing CorpCL A COM1,000,000$3.88M0.4%00.0%UnchangedHistory
DMDesktop Metal, Inc.COM CL A1,228,177$2.70M0.3%00.0%UnchangedHistory