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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 TMC TMC THE METALS COMPANY INC Basic Materials 25,000.0 $117K 0.12% -50K -66.7% $4.67 +22.3%

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%