Crocodile Capital Partners GmbH

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Crocodile Capital Partners GmbH reported 10 stock positions worth $35.9 million. Its top holding was Barrick Gold (B) at 63.0% of the portfolio, followed by Newmont (NEM, 10.6%) and Biontech SE-ADR (BNTX, 9.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 1 and reduced 1. The biggest buy was Barrick Gold (B, shares +97%) and the biggest sale Alpha Metallurgical Resource (AMR, shares −98%).

Most Recent 13F
Q2 2026
Location
URSENSOLLEN, 2M
CIK
0001956498
Portfolio Value
$35.9M (Q4 2024)
SEC Filing
0001085146-25-000359 ↗ filed Jan 21, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $72.5M Q1 2024 Q2 2024: $62.8M Q2 2024 Q3 2024: $70.9M Q3 2024 Q4 2024: $35.9M $35.9M Q4 2024 Q1 2025: $70.7M Q1 2025 Q2 2025: $59.5M Q2 2025 Q3 2025: $122.9M Q3 2025 Q4 2025: $167.3M Q4 2025 Q1 2026: $139.8M Q1 2026 Q2 2026: $147.0M Q2 2026

Holdings 10 stocks · $35.9M
B Barrick Gold Corp. 63.03% 1,460,000 $22.6M Add +97.3%
NEM Newmont Corp. 10.58% 102,055 $3.8M No change
BNTX Biontech SE-ADR 9.39% 29,586 $3.4M No change
SHEL Shell PLC-ADR 5.68% 32,546 $2.0M No change
CRESY Cresud S.A.-Spons ADR 2.81% 80,000 $1.0M New
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A 2.12% 40,000 $762K New
BMA Banco Macro SA-ADR 2.02% 7,500 $726K New
GGAL Grupo Financiero Galicia-ADR 1.74% 10,000 $623K New
IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A 1.51% 36,217 $541K New
AMR Alpha Metallurgical Resource 1.11% 2,000 $400K Reduce -98.0%

Portfolio Sells Q3 2024 → Q4 2024
AMR Alpha Metallurgical Resource Reduce -98.0% 1.11% −32.99
MSFT Microsoft Corp. Sold out 0.00% −15.18
TMUS T-Mobile US Inc. Sold out 0.00% −14.27

Portfolio Buys Q3 2024 → Q4 2024
B Barrick Gold Corp. Add +97.3% 63.03% +42.27
CRESY Cresud S.A.-Spons ADR New 2.81% +2.81
BBAR Bbva Argentina SA-ADR New 2.12% +2.12
BMA Banco Macro SA-ADR New 2.02% +2.02
GGAL Grupo Financiero Galicia-ADR New 1.74% +1.74
IRS Irsa -SP ADR New 1.51% +1.51

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$147.0MUBS, AMR, IBKR, CRESY, AMZN
Q1 2026 12$139.8MUBS, AMR, IBKR, AMZN, CRESY
Q4 2025 15$167.3MUBS, AMR, GDX, IBKR, AMZN
Q3 2025 12$122.9MB, UBS, GDX, NEM, BNTX
Q2 2025 11$59.5MUBS, GDX, NEM, BNTX, YPF
Q1 2025 12$70.7MB, UBS, NEM, GDX, BNTX
Q4 2024 10$35.9MB, NEM, BNTX, SHEL, CRESY
Q3 2024 7$70.9MAMR, B, MSFT, TMUS, NEM
Q2 2024 7$62.8MAMR, MSFT, TMUS, NEM, SHEL
Q1 2024 7$72.5MAMR, MSFT, SHEL, TMUS, NEM