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TLS Advisors LLC

SEC CIK
0001768824
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
13
−2 vs. Q1 2025
Portfolio value
$32.0M
−$12.3M (−27.7%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of TLS Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
EQTEQT CorpStock135,800$7.92M24.7%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock10,589$7.82M24.4%00.0%UnchangedHistory
RIORio Tinto PLCADR71,322$4.16M13.0%−46,778−39.6%ReducedHistory
iShares Inc46434G848MSCI GBL ETF NEW100,994$3.80M11.9%−98,506−49.4%Reduced–
XOMAXOMA Royalty CorpCOM NEW119,044$3.00M9.4%00.0%UnchangedHistory
RRCRange Resources CorpCOM47,923$1.95M6.1%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM32,956$1.03M3.2%00.0%UnchangedHistory
VALEVale S.A.SPONSORED ADS96,323$935.0K2.9%−497,677−83.8%ReducedHistory
OABIOmniAb, Inc.COM250,185$435.0K1.4%00.0%UnchangedHistory
HOVHovnanian Enterprises IncCL A NEW3,872$405.0K1.3%00.0%UnchangedHistory
iShares Inc46434G780MSCI SINGPOR ETF13,600$353.0K1.1%00.0%Unchanged–
OVIDOvid Therapeutics Inc.COM680,967$225.0K0.7%00.0%UnchangedHistory
SGLYSingularity Future Technology Ltd.COM SHS14,140$14.0K<0.1%+14,140NewHistory

Sold out since Q1 2025 (3)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of TLS Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
VALValaris LtdCL A52,000$2.04M4.6%History
BHPBHP Group LtdADR27,660$1.34M3.0%History
WYWeyerhaeuser CoCOM NEW15,000$439.0K1.0%History