MOZAYYX MANAGEMENT LLC

Fundamental concentrated ★Signal financials specialist (91%) CIK 2116489
League rank
#1030
in Fundamental concentrated · #7471 overall
Long book
$98.6M
Q1 2026
Positions
16
Top-10 weight
99%
concentration
Last quarter
-17.5%
SPY +14.8%
Turnover
58%
of book per quarter

Strategy in plain words

auto-generated from filings

MOZAYYX MANAGEMENT LLC is a concentrated fundamental stock-picker, specialised in financials (91% of the long book), running a $98.6M US long book across 16 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: BITMINE IMMERSION TECHNOLOGI, EIGHTCO HOLDINGS INC, CLEANCORE SOLUTIONS INC-CL B, HCM IV ACQUISITION CORP, CANTOR EQUITY PARTNERS VI -A.

We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-29.4%
Q1 2026
-17.5%

Sector allocation

Financials
91%
Other
5%
Energy
2%
Industrials
2%
Healthcare
0%
Communications
0%
Materials
0%
Technology
0%

Long book by quarter

$127.5M
Q4 2025
$98.6M
Q1 2026

What does MOZAYYX MANAGEMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BMNR BITMINE IMMERSION TECHNOLOGIFinancials3.3M$65.9M66.9%Held
ORBS EIGHTCO HOLDINGS INCFinancials16.4M$15.3M15.5%Held
ZONE CLEANCORE SOLUTIONS INC-CL BOther12.0M$4.3M4.3%Held
CEPS CANTOR EQUITY PARTNERS VI -AFinancials300.8K$3.0M3.1%New
SLB SLB LTDEnergy36.5K$1.9M1.9%New
CMI CUMMINS INCIndustrials1.4K$735K0.7%New
CAT CATERPILLAR INCIndustrials982$696K0.7%New
OII OCEANEERING INTL INCEnergy8.2K$290K0.3%New
NTRA NATERA INCHealthcare1.4K$270K0.3%Held
ECHO ECHOSTAR CORP-ACommunications2.3K$268K0.3%New
CEPV CANTOR EQUITY PARTNERS-CL AFinancials24.6K$249K0.3%New
TMC TMC THE METALS CO INCMaterials25.0K$117K0.1%-66.7%
SMRT SMARTRENT INCTechnology40.0K$60K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 202616$98.6M canonicalSEC ↗
Q4 202513F-HRMar 5, 202611$127.5M canonicalSEC ↗