Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$140M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘTrim-4.59%$139M4.04%Precious metals & critical materials / Commodity cycle
RobottiⓘTrim-22.18%$1M0.12%Deep value / Cyclical contrarian
What managers sayⓘ
2026-06-16Rick Rule (Rule Investment Media)NeutralPaul's Notes #8 — Rule Symposium Livestream added valueDetail →
2026-05-27Rick Rule (Rule Investment Media)BullPaul's Notes #7 — 1Q26 results to fuel goldco M&A?Detail →
2025-08-14SprottBullA Cure for Financial DementiaDetail →
2025-04-11SprottNeutralThe Return of Exter’s Inverted PyramidDetail →
2022-05-11azvalor Asset ManagementBullQuarterly letter 1Q2022Detail →
2020-10-21azvalor Asset ManagementNeutralQuarterly letter 3Q2020Detail →
2020-06-01azvalor Asset ManagementBullQuarterly letter 1Q2020Detail →
2020-02-12azvalor Asset ManagementBullQuarterly letter 4Q2019Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name