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Q2 2026 13F filing
Updated 28 days ago24 disclosed positions worth $3B
Portfolio value
$3B
Total holdings
24
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EGO ELDORADO GOLD CORP NEW | $448.2M | 14.42M | 15.07% | — |
| 2 | N NXE NEXGEN ENERGY LTD | $328.7M | 34.99M | 11.05% | — |
| 3 | A AMCCF AMCOR PLC | $290.9M | 6.71M | 9.78% | — |
| 4 | E EQX EQUINOX GOLD CORP | $263M | 27.06M | 8.84% | — |
| 5 | C CGAU CENTERRA GOLD INC | $259M | 16.34M | 8.70% | — |
| 6 | T TGB TREKOR METALS LTD | $238.7M | 34.69M | 8.02% | — |
| 7 | H HBM HUDBAY MINERALS INC | $235.5M | 9.98M | 7.92% | — |
| 8 | B BTG B2GOLD CORP | $182.7M | 48.84M | 6.14% | — |
| 9 | R RH CRH PLC | $135.3M | 1.26M | 4.55% | — |
| 10 | O OGC OCEANAGOLD CORP | $79.1M | 3.16M | 2.66% | — |
| 11 | A AVR ANTERIS TECHNOLOGIES GLOBAL | $76.7M | 7.79M | 2.58% | — |
| 12 | A AA ALCOA CORP | $74.9M | 1.44M | 2.52% | — |
| 13 | H HDB HDFC BANK LTD | $56.7M | 2.19M | 1.91% | — |
| 14 | N NWSLL NEWS CORP NEW | $56M | 2.00M | 1.88% | — |
| 15 | B BLDR BUILDERS FIRSTSOURCE INC | $53.7M | 600.3K | 1.81% | — |
| 16 | A AYA AYA GOLD & SILVER INC | $39.3M | 2.07M | 1.32% | — |
| 17 | N NU NU HLDGS LTD | $35.2M | 2.63M | 1.18% | — |
| 18 | I ISOU ISOENERGY LTD | $27.7M | 2.78M | 0.93% | — |
| 19 | I IAG IAMGOLD CORP | $24M | 1.51M | 0.81% | — |
| 20 | F FERG FERGUSON ENTERPRISES INC | $20M | 84.1K | 0.67% | — |
| 21 | Z Z ZILLOW GROUP INC | $15.7M | 499.3K | 0.53% | — |
| 22 | I INTU INTUIT | $13M | 50.0K | 0.44% | — |
| 23 | L LAR LITHIUM ARGENTINA AG | $11.3M | 1.37M | 0.38% | — |
| 24 | S SGML SIGMA LITHIUM CORPORATION | $9.7M | 767.4K | 0.33% | — |