Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$28M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘTrim-18.52%$27M0.86%Precious metals & critical materials / Commodity cycle
RobottiⓘAdd+32.56%$1M0.14%Deep value / Cyclical contrarian
What managers sayⓘ
2026-08-19Rick Rule (Rule Investment Media)NeutralPaul's Notes #11 — Gold continues to shine for producersDetail →
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 →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name