13F Insight
DOSSIER · 13F-HR · Q1 2026

TLS Advisors LLC

$42M in tracked AUM across 16 positions as of Q1 2026.

TA
CIK 0001768824 · last filed Mar 31, 2026
Total AUM
$42M
as of Q1 2026
Holdings
16
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

TLS Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EQT
EQT CORP
$9M136K20.5%02
RIO
RIO TINTO PLC
$7M74K16.3%03
META
META PLATFORMS INC
$6M11K14.4%04
PICK
ISHARES INC-ISHARES MSCI GLOBAL METALS & MINING PRODCRS ETF
$6M101K13.6%05
XOMA
XOMA
$4M115K8.6%06
FISV
FISERV INC
$3M48K6.4%07
RRC
RANGE RESOURCES CORP
$2M48K5.1%08
XENE
XENON PHARMS
$2M31K4.3%09
VALE
VALE SA
$2M99K3.8%10
ALIT
ALIGHT
$1M1.8M2.4%

Filing history

2026Q1Mar 31
$42M▲ 10.5%
16 positionsView →2025Q4Dec 31
$38M▲ 41.8%
16 positionsView →2025Q3Sep 30
$27M▼ 16.1%
11 positionsView →2025Q2Jun 30
$32M▲ 11.0%
13 positionsLocked2025Q1Mar 31
$29M▼ 34.0%
9 positionsLocked2024Q4Dec 31
$44M▼ 7.6%
17 positionsLocked2024Q3Sep 30
$47M▲ 18.5%
19 positionsLocked2024Q2Jun 30
$40M▼ 7.0%
19 positionsLocked2024Q1Mar 31
$43M▲ 42.5%
15 positionsLocked2023Q4Dec 31
$30M▲ 21.9%
15 positionsLocked2023Q3Sep 30
$25M▲ 6.0%
15 positionsLocked2023Q2Jun 30
$23M▲ 19.9%
15 positionsLocked
Showing 12 of 14