Investor
MOZAYYX MANAGEMENT LLC
CIK 0002116489 · filed 2026-05-08 · SEC filing
13F book
$98.6M
Positions
16
8 new · 3 sold
Largest name
66.9%
Bitmine Immersion Tecnologie
Est. mark
−$36.6M
Price effect on 8 names still held. Flow $7.81M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bitmine Immersion Tecnologie | — | 3.33M | $65.9M | 66.9% | −$24.6M | Held |
| Eightco Holdings Inc. | ORBS | 16.4M | $15.3M | 15.5% | −$13.1M | Held |
| CleanCore Solutions, Inc. | ZONE | 12M | $4.28M | 4.3% | $1.16M | Held |
| Hcm Iv Acquisition Corp | — | 330.4K | $3.31M | 3.4% | — | New |
| Cantor Equity Partners Vi In | — | 300.8K | $3.04M | 3.1% | — | New |
| Slb Limited/Nv | SLB | 36.5K | $1.88M | 1.9% | — | New |
| Futurecrest Acquisition Corp | — | 169.8K | $1.73M | 1.8% | −$10.2K | Held |
| Cummins Inc | CMI | 1.37K | $735.5K | 0.7% | — | New |
| Caterpillar Inc | CAT | 982 | $695.7K | 0.7% | — | New |
| Futurecrest Acquisition Corp | — | 225K | $452.5K | 0.5% | $0 | Held |
| Oceaneering Intl Inc | — | 8.18K | $290.1K | 0.3% | — | New |
| Natera, Inc. | NTRA | 1.35K | $270K | 0.3% | −$39.3K | Held |
| Echostar Corp | ECHO | 2.29K | $267.7K | 0.3% | — | New |
| Cantor Equity Partners V, Inc. | CEPV | 24.6K | $248.8K | 0.3% | — | New |
| Tmc The Metals Company Inc | — | 25K | $116.8K | 0.1% | −$37.5K | Cut−$346K |
| SmartRent, Inc. | SMRT | 40K | $60K | 0.1% | −$20.8K | Held |
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.