Position in RIO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$680,830
-$827,655 QoQ
Shares Held
7,298
-61.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $5,278,007 across 8 Other Industrial Metals & Mining names. RIO ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
77,388 | $3,734,743 | |
| 2 | RIO |
Rio Tinto PLC
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|
7,298 | $680,830 | |
| 3 | BHP |
BHP Group Ltd
|
5,190 | $377,519 | |
| 4 | USAR |
USA Rare Earth, Inc.
|
12,660 | $191,609 | |
| 5 | TECK |
Teck Resources Ltd
|
2,653 | $137,292 | |
| 6 | TMC |
TMC the metals Co Inc.
|
18,967 | $88,575 | |
| 7 | LAC |
Lithium Americas Corp.
|
13,484 | $53,261 | |
| 8 | OMEX |
Odyssey Marine Exploration Inc
|
17,000 | $14,178 |
All Filings in RIO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $680,830 | 7,298 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,508,485 | 18,849 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $314,867 | 4,770 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $259,743 | 4,453 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $258,163 | 4,297 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $225,712 | 3,838 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $303,255 | 4,261 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $269,389 | 4,086 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||