← Holdings
GOLD

BARRICK MNG CORP

2 managers · $72M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$72M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘTrim-33.15%$65M1.9%Precious metals & critical materials / Commodity cycle
MarathonAdd+18.5%$7M0.27%Capital cycle / Contrarian value
What managers sayⓘ
2026-05-27Rick Rule (Rule Investment Media)BullPaul's Notes #7 — 1Q26 results to fuel goldco M&A?Detail →
2026-05-20Rick Rule (Rule Investment Media)BullPaul's Notes #6 — IPOsDetail →
2026-02-04azvalor Asset ManagementBearLetter to inverstors 2H2025Detail →
2025-09-03Hosking PartnersNeutralQ2 2025 - ESG and Active Ownership ReportDetail →
2025-08-12azvalor Asset ManagementBullLetter to investors 1H2025Detail →
2025-04-11SprottNeutralThe Return of Exter’s Inverted PyramidDetail →
2024-02-28azvalor Asset ManagementBullHalf-year letter 2H2023Detail →
2023-07-28azvalor Asset ManagementBullHalf-year letter 1H2023Detail →
Earnings Callsⓘ
Q3 2026May 6, 2026
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FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 10% · latest net margin 0.2% · FCF volatile

Revenue$11.0B
Rev. YoY+13.2%
Gross margin1.9%
Net margin0.2%
Net income$0.02B
Free cash flow$0.14B
Operating cash flow$0.15B
ROE2.7%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.