TLS Advisors LLC - Portfolio Stock Holdings

TLS Advisors LLC disclosed 20 stock positions in a recent SEC 13F filing. $41,956,174 of stock holdings were filed, with the largest holdings including EQT, RIO, and META. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.

We estimate the fund has a total AUM of $164,036,230 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.