account_balance
Investment manager · 13F filer · SEC CIK 1741619
Global IMC LLC
Reported value$34.8Mas of Jun 30, 2026
Positions11 4 new, 9 sold out
Top 10 weight99.8%TSEM alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
TSEMTower Semiconductor Ltd
12.4%Trimmed −32%
EFXTEnerflex Ltd.
11.4%Trimmed −32%
ITRNIturan Location & Control Ltd.
10.7%New
MDAMDA Space Ltd.
10.7%New
ENLTEnlight Renewable Energy Ltd.
10.6%Trimmed −8%
ZGNErmenegildo Zegna N.V.
9.8%New
LARLithium Argentina AG
9.2%Trimmed −8%
HBMHudbay Minerals Inc.
9.0%Added +15%
CAMTCamtek Ltd
9.0%Trimmed −8%
FROFrontline PLC
6.9%Trimmed −24%
TSEMTower Semiconductor Ltd
12.4%−32%
EFXTEnerflex Ltd.
11.4%
ITRNIturan Location & Control Ltd.
10.7%
MDAMDA Space Ltd.
10.7%
ENLTEnlight Renewable Energy Ltd.
10.6%
ZGNErmenegildo Zegna N.V.
9.8%New
LARLithium Argentina AG
9.2%
HBMHudbay Minerals Inc.
9.0%+15%
CAMTCamtek Ltd
9.0%−8%
FRO6.9%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
TSEM Tower Semiconductor Ltd 12.4% Trimmed −32%EFXT Enerflex Ltd. 11.4% Trimmed −32%ITRN Ituran Location & Control Ltd. 10.7% NewMDA MDA Space Ltd. 10.7% NewENLT Enlight Renewable Energy Ltd. 10.6% Trimmed −8%ZGN Ermenegildo Zegna N.V. 9.8% NewLAR Lithium Argentina AG 9.2% Trimmed −8%HBM Hudbay Minerals Inc. 9.0% Added +15%CAMT Camtek Ltd 9.0% Trimmed −8%FRO Frontline PLC 6.9% Trimmed −24%BLDP Ballard Power Systems Inc. 0.2% New
What changed
Biggest moves since Mar 31, 2026
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