Question 1

Does Thiel Macro own GDXJ stock?

Accepted Answer

No. Thiel Macro exited its GDXJ position in Q3 2019. Its Q2 2019 13F listed 100,000 shares worth $3.5M.

Question 2

How many shares of GDXJ does Thiel Macro own?

Accepted Answer

None since Q3 2019, when Thiel Macro exited the position. Its Q2 2019 13F listed 100,000 shares worth $3.5M.

Question 3

What is Thiel Macro's GDXJ position worth?

Accepted Answer

Thiel Macro's GDXJ position was worth $3.5M in its Q2 2019 13F, before the exit in Q3 2019.

Question 4

Is Thiel Macro buying or selling GDXJ?

Accepted Answer

In Q3 2019, Thiel Macro exited its entire GDXJ position.

Question 5

When did Thiel Macro first buy GDXJ?

Accepted Answer

Thiel Macro first reported GDXJ in its Q1 2018 13F and listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2019-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$32.83	0
2019-Q2	Decreased	100,000	-50.0%	$3.5M	0.9%	$31.65	0
2019-Q1	Decreased	200,000	-20.0%	$6.3M	2.3%	$28.73	0
2018-Q4	Increased	250,000	+42.9%	$7.6M	1.2%	$27.36	61
2018-Q3	Decreased	175,000	-50.0%	$4.8M	0.9%	$24.65	0
2018-Q2	Increased	350,000	+40.0%	$11.4M	1.3%	$29.46	61
2018-Q1	New	250,000	-	$8M	1.1%	$28.97	66