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Livermore
Livermore
ZHEN

Exor Capital LLP

SEC CIK
0001732768
Latest filing
Jul 29, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 7, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
16
0 vs. Q2 2022
Portfolio value
$1.09B
+$51.5M (+5.0%) vs. Q2 2022
Filed
Nov 7, 2022
SEC
Holdings of Exor Capital LLP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CCJCameco CorpStock6,616,904$175.4M16.2%−2,563,453−27.9%ReducedHistory
WFRDWeatherford International plcORD SHS5,342,279$172.5M15.9%00.0%UnchangedHistory
RRCRange Resources CorpCOM6,190,163$156.4M14.4%00.0%UnchangedHistory
VALValaris LtdCL A2,021,533$98.9M9.1%00.0%UnchangedHistory
SLBSLB LimitedStock2,611,638$94.2M8.7%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS11,522,187$93.0M8.6%+11,522,187NewHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE2,432,213$71.7M6.6%−144,000−5.6%Reduced–
NGNovagold Resources IncCOM NEW14,776,778$69.3M6.4%+565,205+4.0%AddedHistory
HMYHarmony Gold Mining Co LtdADR26,664,903$64.8M6.0%+1,500,000+6.0%AddedHistory
VEONVEON Ltd.SPONSORED ADR120,785,818$38.7M3.6%00.0%UnchangedHistory
Kraneshares Trust500767306CSI CHI INTERNET924,315$22.8M2.1%00.0%Unchanged–
Paramount Global92556H206CL B686,000$13.2M1.2%00.0%Unchanged–
GATOGatos Silver, Inc.COM2,872,657$7.70M0.7%00.0%UnchangedHistory
DMDesktop Metal, Inc.COM CL A1,228,177$3.18M0.3%00.0%UnchangedHistory
SKILSkillsoft Corp.CL A1,155,361$2.11M0.2%00.0%UnchangedHistory
FATHFathom Digital Manufacturing CorpCL A COM1,000,000$2.03M0.2%00.0%UnchangedHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Exor Capital LLP sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
LBRTLiberty Energy Inc.COM CL A3,489,393$44.5M4.3%History