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Global IMC LLC

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13F filer, CIK 1741619, SOLANA BEACH, CA

Global IMC LLC reported $47,149,595 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 76.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-059848

Period
2026-03-31
Reported value
$47.1M
Holdings
16
Top 10 weight
76.2%
New
9
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ECOnew+107,025$5.41M
GLNGnew+60,221$3.26M
FROnew+91,062$3.17M
CAMTnew+20,861$3.16M
NXEnew+264,424$3.06M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ENLTreduced-35,614-$2.36M
EGOreduced-60,520-$2.07M
HBMreduced-93,478-$1.95M
KGCreduced-49,094-$1.5M
EFXTreduced-37,157-$775K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-059848, largest first. % of portfolio is the value over $47,149,595, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECOOKEANIS ECO TANKERS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,025 shares 107,025$5.41M11.48%newTimeline
EFXTENERFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,365 shares; 2026Q1: 238,208 shares 238,208$4.97M10.53%-37,157Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,778 shares; 2025Q4: 24,724 shares; 2026Q1: 24,308 shares 24,308$4.27M9.05%-416Timeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,605 shares; 2024Q4: 136,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,221 shares 60,221$3.26M6.91%newTimeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,062 shares 91,062$3.17M6.73%newTimeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,861 shares 20,861$3.16M6.71%newTimeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264,424 shares 264,424$3.06M6.49%newTimeline
ENLTENLIGHT RENEWABLE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,912 shares; 2026Q1: 45,298 shares 45,298$3M6.37%-35,614Timeline
SIISPROTT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,788 shares 19,788$2.81M5.97%newTimeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421,316 shares 421,316$2.81M5.95%newTimeline
TATTTAT TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,977 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,354 shares 63,354$2.57M5.46%newTimeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,379 shares; 2025Q2: 180,011 shares; 2025Q3: 151,391 shares; 2025Q4: 129,213 shares; 2026Q1: 80,119 shares 80,119$2.44M5.18%-49,094Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233,909 shares; 2025Q4: 209,237 shares; 2026Q1: 115,759 shares 115,759$2.42M5.12%-93,478Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,219 shares; 2025Q4: 116,648 shares; 2026Q1: 56,128 shares 56,128$1.92M4.07%-60,520Timeline
FSMFORTUNA MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,802 shares 181,802$1.81M3.83%newTimeline
TGBTASEKO MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,218 shares; 2025Q4: 40,538 shares; 2026Q1: 10,045 shares 10,045$64.9K0.14%-30,493Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ARISARIS MINING CORPORATION11,098$180Kshares
ALLTALLOT LTD11,311$111Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-059848 base2026-05-13acceptance time not in the bulk data set