MOZAYYX MANAGEMENT LLC
Top Portfolio Positions
13 positions ·
$93,124,303 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
3,333,333 | $65,933,326 | 70.80% |
| ORBS |
Eightco Holdings Inc.
Consumer Cyclical
|
16,438,356 | $15,320,547 | 16.45% |
| ZONE |
CleanCore Solutions, Inc.
Industrials
|
12,000,000 | $4,272,000 | 4.59% |
| CEPS |
Cantor Equity Partners VI, Inc.
Financial Services
|
300,790 | $3,037,979 | 3.26% |
| SLB |
Slb Limited/Nv
Energy
|
36,503 | $1,875,889 | 2.01% |
| CMI |
Cummins Inc
Industrials
|
1,367 | $735,473 | 0.79% |
| CAT |
Caterpillar Inc
Industrials
|
982 | $695,707 | 0.75% |
| OII |
Oceaneering International Inc
Energy
|
8,180 | $290,144 | 0.31% |
| NTRA |
Natera, Inc.
Healthcare
|
1,350 | $269,986 | 0.29% |
| SATS |
EchoStar CORP
Communication Services
|
2,287 | $267,739 | 0.29% |
Portfolio Trend
Holdings in SMRT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,000 | 40,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $80,800 | 40,000 | Shares | Sole | 2026-03-05 | |
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