Investor
Global IMC LLC
CIK 0001741619 · filed 2026-05-13 · SEC filing
13F book
$47.1M
Positions
16
9 new · 2 sold
Largest name
11.5%
Okeanis Eco Tankers Cor
Est. mark
$3.85M
Price effect on 7 names still held. Flow $19.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Okeanis Eco Tankers Cor | — | 107K | $5.41M | 11.5% | — | New |
| Enerflex Ltd. | EFXT | 238.2K | $4.97M | 10.5% | $1.29M | Cut$716.4K |
| Tower Semiconductor Ltd | TSEM | 24.3K | $4.27M | 9.0% | $1.41M | Cut$1.36M |
| Golar Lng Ltd | GLNG | 60.2K | $3.26M | 6.9% | — | New |
| Frontline Plc | FRO | 91.1K | $3.17M | 6.7% | — | New |
| Camtek Ltd | CAMT | 20.9K | $3.16M | 6.7% | — | New |
| NexGen Energy Ltd. | NXE | 264.4K | $3.06M | 6.5% | — | New |
| Enlight Renewable Energy Ltd. | ENLT | 45.3K | $3M | 6.4% | $944.6K | Cut−$673.4K |
| Sprott Inc. | SII | 19.8K | $2.81M | 6.0% | — | New |
| Lithium Argentina Ag | LAR | 421.3K | $2.81M | 6.0% | — | New |
| Tat Technologies Ltd | TATT | 63.4K | $2.57M | 5.5% | — | New |
| Kinross Gold Corp | — | 80.1K | $2.44M | 5.2% | $182K | Cut−$1.2M |
| Hudbay Minerals Inc. | HBM | 115.8K | $2.42M | 5.1% | $115K | Cut−$1.74M |
| Eldorado Gold Corp New | — | 56.1K | $1.92M | 4.1% | −$98.6K | Cut−$2.28M |
| Fortuna Mng Corp | — | 181.8K | $1.81M | 3.8% | — | New |
| Taseko Mines Ltd | — | 10K | $64.9K | 0.1% | $7.91K | Cut−$164.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.