Holdings as of 1/31/2026

Company Name Ticker Country No. Of Shares Price Market Value (USD) Weight in Portfolio Unrealized Gain/Loss Initial Purchase Date
Alibaba Group Holdings BABA China 900 169.56 152,604 4.7% 128,504 12/2021
Chubb Limited CB USA 500 309.56 154,780 4.8% 2,530 01/2026
GE Healthcare GEHC USA 1,640 78.97 129,511 4.0% 9,122 01/2024
CK Hutchinson CKHUY Hong Kong 20,000 8.03 160,600 5.0% 81,069 12/2013
ICICI IBN India 11,000 29.29 322,190 10.0% 225,215 12/2014
Jefferies Finl Group JEF USA 3,300 61.19 201,894 6.3% 130,129 12/2012
Lantheus Holdings LNTH USA 2,300 66.92 153,916 4.8% 3,102 01/2026
LSB Industries LXU USA 16,000 9.29 148,640 4.6% 53,350 01/2025
Marco Polo Marine MRPMF Singapore 2,500,000 0.1182 295,508 9.2% 193,392 01/2025
Micron Technologies MU USA 1, 350 414.88 560,088 17.3% 454,324 12/2018
Pasona Group 2168:JP Japan 12,000 12.9068 154,881 4.8% 102,029 12/2019
Qualitas Controladora Q:MX Mexico 29,000 9.3964 272,497 8.4% 208,606 12/2017
Taiwan Semiconductor TSM Taiwan 820 330.56 271,059 8.4% 195,374 12/2022
Warner Brothers Discovery WBD USA 5,700 27.54 156,978 4.9% 82,280 12/2022
Cash N/A N/A 94,291 1.00 94,291 2.9% 0
Total 3,299,438 100.0% 1,868,955