TLS Advisors LLC — 13F holdings

TLS Advisors LLC reported 17 holdings worth $34.0M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EQT EQT CORP — $7.22M (21.2%)
2. META META PLATFORMS INC — $5.96M (17.5%)
3. RIO RIO TINTO PLC — $4.75M (14.0%)
4. PICK ISHARES INC — $3.99M (11.7%)
5. FISV FISERV INC — $2.45M (7.2%)
6. XENE XENON PHARMACEUTICALS INC — $1.87M (5.5%)
7. XOMA XOMA ROYALTY CORPORATION — $1.79M (5.3%)
8. RRC RANGE RES CORP — $1.78M (5.2%)
9. VALE VALE S A — $1.02M (3.0%)
10. ALIT ALIGHT INC — $986K (2.9%)