account_balance
Investment manager · 13F filer · SEC CIK 1609120
Freemont Management S.A.
Reported value$31.8Mas of Sep 30, 2026
Positions14 3 new, 0 sold out
Top 10 weight89.7%LHX alone is 30%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LHXL3Harris Technologies, Inc.
29.8%New
GDXJVanEck Junior Gold Miners ETF
10.7%
URAGlobal X Uranium
8.8%
GDXVanEck Gold Miners ETF
8.3%
FCXFreeport-McMoRan Inc
6.6%
REMXVaneck Rare Earth/Strategic Metals ETF
6.0%
CEGConstellation Energy Corp
5.2%Added +30%
BBarrick Mining Corp
5.1%New
SPCXSpace Exploration Technologies Corp
4.7%
URNMSprott Uranium Miners ETF
4.5%
VSTVistra Corp.
4.3%Added +100%
AAAlcoa Corp
3.3%
LHXL3Harris Technologies, Inc.
29.8%New
GDXJVanEck Junior Gold Miners ETF
10.7%
URAGlobal X Uranium
8.8%
GDXVanEck Gold Miners ETF
8.3%
FCXFreeport-McMoRan Inc
6.6%
REMXVaneck Rare Earth/Strategic Metals ETF
6.0%
CEGConstellation Energy Corp
5.2%
BBarrick Mining Corp
5.1%
SPCX4.7%URNM4.5%
VST4.3%AA3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LHX L3Harris Technologies, Inc. 29.8% New
GDXJ VanEck Junior Gold Miners ETF 10.7% Held
URA Global X Uranium 8.8% Held
GDX VanEck Gold Miners ETF 8.3% Held
FCX Freeport-McMoRan Inc 6.6% HeldREMX Vaneck Rare Earth/Strategic Metals ETF 6.0% Held
CEG Constellation Energy Corp 5.2% Added +30%B Barrick Mining Corp 5.1% NewSPCX Space Exploration Technologies Corp 4.7% HeldURNM Sprott Uranium Miners ETF 4.5% Held
VST Vistra Corp. 4.3% Added +100%AA Alcoa Corp 3.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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