Update:
My Pamplona portfolio:
FIL, AFM, MLX, (CUSN), TLO, ADT + NAN, MOS, UAN
My Koala portfolio:
AFM, GLEN, VALE, WHC, TECK + CENX, STLC, ASTL
My Original Braila portfolio:
TKO + OET.OL, (AGAS.OL)
(Contrarian and I both sold OXY (too early) and he also sold VWTR.)