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Portfolio (Quarterly) Guide ↗

MOZAYYX MANAGEMENT LLC

· CIK 0002116489
13F Portfolio $98.6B AUM 16 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 1 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HCM IV ACQUISITION CORP 330,400.0 $3.3M 3.36% NEW $10.03
2 CEPS CANTOR EQUITY PARTNERS VI CL A ORD Financial Services 300,790.0 $3.0M 3.08% NEW $10.10 +1.0%
3 SLB SLB LIMITED Energy 36,503.0 $1.9M 1.90% NEW $51.39 +8.5%
4 CMI CUMMINS INC Industrials 1,367.0 $735K 0.75% NEW $538.02 +33.2%
5 CAT CATERPILLAR INC Industrials 982.0 $696K 0.70% NEW $708.46 +25.4%
6 OII OCEANEERING INTL INC Energy 8,180.0 $290K 0.29% NEW $35.47 +9.2%
7 SATS ECHOSTAR CORP Technology 2,287.0 $268K 0.27% NEW $117.07 +15.4%
8 CEPV CANTOR EQUITY PARTNERS V CL A ORD Financial Services 24,630.0 $249K 0.25% NEW $10.10 +1.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.8%
Technology 16.5%
Industrials 6.0%
Energy 2.3%
Healthcare 0.3%
Basic Materials 0.1%