Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$108M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘAdd+1.27%$108M3.41%Precious metals & critical materials / Commodity cycle
RobottiⓘAdd+18.02%$1M0.11%Deep value / Cyclical contrarian
What managers sayⓘ
2026-09-04Rick Rule (Rule Investment Media)NeutralPaul’s Notes #14 — News Commentary 4 September 2026Detail →
2026-08-28Rick Rule (Rule Investment Media)BullPaul’s Notes #13 — News CommentaryDetail →
2026-08-19Rick Rule (Rule Investment Media)NeutralPaul's Notes #11 — Gold continues to shine for producersDetail →
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 →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name