Baymount Management LP — Q1 2021 13F Holdings

Name: Baymount Management LP — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001803679

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	EWZ	Ishares Msci Brazil ETF	ETF-Other	45.31%	—	—
2	XLE	Ss Energy Select Sector	ETF-Other	22.89%	—	-21.67%
3	MU	Micron Technology INC	Stock-Tech	16.40%	—	—
4	EWW	Ishares Msci Mexico ETF	ETF-Other	9.76%	—	—
5	PSLV	Sprott Physical Silver Trust	Stock-Other	2.93%	—	—
6	ALB	Albemarle CORP	Stock-Materials	2.71%	—	—

Position changes disclosed by Baymount Management LP for the quarter ending Q1 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	XLE	Ss Energy Select Sector	-54.9%	-21.67%	Trim
2	EWZ	Ishares Msci Brazil ETF	—	NEW	New buy
3	MU	Micron Technology INC	—	NEW	New buy
4	EWW	Ishares Msci Mexico ETF	—	NEW	New buy
5	ILF	Ishares Latin America 40 ETF	—	EXIT	Sold out
6	PSLV	Sprott Physical Silver Trust	—	NEW	New buy
7	ALB	Albemarle CORP	—	NEW	New buy
8	XME	Ss Spdr S&p Metals Mining	—	EXIT	Sold out
9	GDXJ	Vaneck Junior Gold Miners	—	EXIT	Sold out