Exor Capital LLP Incresed Positions in Q1 2025

Exor Capital LLP

$3.5 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
HMY Harmony Gold Mining CO LTD Basic Materials	261K + 1.25%	$8.25 - $14.77 $2.15M - $3.85M	21.2M $312M
PARA Paramount Global Communication Services	1.08M + 2.41%	$10.16 - $12.14 $11M - $13.1M	45.8M $548M
GDXJ Vaneck ETF Tr Jr Gold Miners E ETFs	57.2K + 2.32%	$43.79 - $57.46 $2.51M - $3.29M	2.53M $144M
SBSW Sibanye Stillwater LTD Basic Materials	369K + 1.33%	$3.19 - $4.58 $1.18M - $1.69M	28.2M $129M
CVNA Carvana Co. Consumer Cyclical	58.1K + 1.46%	$166.52 - $285.33 $9.68M - $16.6M	4.05M $846M
RRC Range Resources Corp Energy	159K + 2.31%	$35.22 - $41.29 $5.59M - $6.55M	7.02M $280M
SLB Schlumberger Limited Energy	87.3K + 2.2%	$38.4 - $43.74 $3.35M - $3.82M	4.05M $169M
SRAD Sportradar Group Ag Technology	146K + 96.47%	$17.44 - $22.99 $2.55M - $3.36M	298K $6.44M
OSCR Oscar Health, Inc. Healthcare	190K + 100.38%	$12.83 - $17.3 $2.44M - $3.29M	379K $4.97M
H Hyatt Hotels Corp Consumer Cyclical	27.7K + 78.52%	$120.83 - $166.34 $3.34M - $4.6M	62.9K $7.7M
APG A Pi Group Corp Industrials	46K + 35.94%	$35.67 - $40.88 $1.64M - $1.88M	174K $6.22M
DKNG Draft Kings Inc. Consumer Cyclical	54.5K + 72.05%	$33.21 - $53.49 $1.81M - $2.91M	130K $4.32M
COF Capital One Financial Corp Financial Services	5.03K + 45.35%	$163.87 - $209.82 $825K - $1.06M	16.1K $2.89M
Pony Ai Inc	330K + 27.49%	N/A	1.53M $0
Brookfield Corp	9.54K + 7.01%	N/A	146K $0
Veon LTD	147K + 2.55%	N/A	5.89M $0
NG Novagold Resources Inc Basic Materials	821K + 3.93%	$2.92 - $3.57 $2.4M - $2.93M	21.7M $63.4M
TEVA Teva Pharmaceutical Industries LTD Healthcare	662K + 2.43%	$14.67 - $22.01 $9.71M - $14.6M	27.9M $428M

Activity Summary All Purchases 24 New Holdings 6 Increased Positions 18 All Sells 6 Reductions 6 Sold out 0 Calls 1 Puts 0

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