Position in TMC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$88,843
+$268 QoQ
Shares Held
20,055
+5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 216 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMC Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $6,967,131 across 8 Other Industrial Metals & Mining names. TMC ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
80,211 | $4,492,617 | |
| 2 | RIO |
Rio Tinto PLC
|
10,789 | $1,024,199 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
25,189 | $543,578 | |
| 4 | BHP |
BHP Group Ltd
|
5,701 | $474,949 | |
| 5 | MTRN |
MATERION Corp
|
798 | $237,316 | |
| 6 | LAC |
Lithium Americas Corp.
|
23,683 | $91,179 | |
| 7 | TMC |
TMC the metals Co Inc.
This page
|
20,055 | $88,843 | |
| 8 | OMEX |
Odyssey Marine Exploration Inc
|
17,000 | $14,450 |
All Filings in TMC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,843 | 20,055 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $88,575 | 18,967 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $241,845 | 39,197 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $215,306 | 33,800 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $249,928 | 37,868 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $58,213 | 33,845 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||