Peter Thiel - Thiel Macro LLC 13F Activity & Position Changes (Q2 2019)

According to the SEC 13F filed on Aug 14, 2019, the Thiel Macro LLC portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2019, the filing reported:

New Buys - Invesco QQQ Trust, Series 1

Increases - None reported

Reductions - VanEck Junior Gold Miners ETF

Complete Exits - Lennar Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	GDXJ VanEck Junior Gold Miners ETF	VanEck Junior Gold Miners ETF	Sell	-100,000	-50.0%	$3.50K	100,000
Q2 2019	LEN Lennar Corporation	Lennar Corporation	Sell - Position Exit	-50,000	-100.0%	$0.00	-
Q2 2019	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy - Position Entry	+21,630	-	$4.04K	21,630