Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · +1 QoQ
Total position
$31M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘTrim-4.64%$15M0.46%Precious metals & critical materials / Commodity cycle
MarathonTrim-21.85%$12M0.48%Capital cycle / Contrarian value
KopernikAdd>+999%$5M0.29%深度价值 / 全球逆向
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 17% · latest net margin 31.3% · FCF consistently positive
Revenue$22.7B
Rev. YoY+21.3%
Gross margin—
Net margin31.3%
Net income$7.08B
Free cash flow$7.30B
Operating cash flow$10.3B
ROE20.9%