Manager holders · last 4 qtrsⓘ
1
2025Q3 – 2026Q2 · flat QoQ
Total position
$46M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarathonNew$38M1.75%Capital cycle / Contrarian value
SprottⓘAdd+0.93%$8M0.25%Precious metals & critical materials / Commodity cycle
What managers sayⓘ
2020-06-01azvalor Asset ManagementNeutralQuarterly letter 1Q2020Detail →
2019-08-19azvalor Asset ManagementBullQuarterly letter 2Q2019Detail →
2018-11-05azvalor Asset ManagementBullQuarterly letter 3Q2018Detail →
2018-02-08azvalor Asset ManagementBullQuarterly letter 4Q2017Detail →
2017-11-15azvalor Asset ManagementBullQuarterly letter 3Q2017Detail →
2017-08-01azvalor Asset ManagementBullQuarterly letter 2Q2017Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name