account_balance
Investment manager · 13F filer · SEC CIK 2106996
Flax Pond Capital, LLC
Reported value$127Mas of Jun 30, 2026
Positions51 0 new, 11 sold out
Top 10 weight49.7%GLD alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GLDSPDR Gold Tr
10.6%
MURMurphy Oil Corp
6.1%
XIFRXPLR Infrastructure LP
5.0%
EICEagle Point Income Company I
4.6%
DRVNDriven Brands Hldgs Inc
4.5%Added +6%
EWZiShares Inc
4.1%
BCEBce Inc
3.9%
RGLDRoyal Gold Inc
3.7%
BBarrick MNG Corp
3.6%Added +3%
NEMNewmont Corp
3.6%
COLDAmericold Realty Trust Inc
3.2%
NXRTNexpoint Residential Tr Inc
3.2%
GLDSPDR Gold Tr
10.6%
MUR6.1%XIFR5.0%EIC4.6%DRVN4.5%EWZ4.1%BCE3.9%RGLD3.7%B3.6%NEM3.6%COLD3.2%NXRT3.2%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
GLD SPDR Gold Tr 10.6% HeldMUR Murphy Oil Corp 6.1% HeldXIFR XPLR Infrastructure LP 5.0% HeldEIC Eagle Point Income Company I 4.6% HeldDRVN Driven Brands Hldgs Inc 4.5% Added +6%EWZ iShares Inc 4.1% HeldBCE Bce Inc 3.9% HeldRGLD Royal Gold Inc 3.7% HeldB Barrick MNG Corp 3.6% Added +3%NEM Newmont Corp 3.6% HeldCOLD Americold Realty Trust Inc 3.2% HeldNXRT Nexpoint Residential Tr Inc 3.2% Held
What changed