Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$141M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
KopernikAdd+53.49%$138M8.43%深度价值 / 全球逆向
SprottⓘAdd+2.77%$3M0.11%Precious metals & critical materials / Commodity cycle
What managers sayⓘ
2026-04-24Colossus (Invest Like the Best / Business Breakdowns)BullAltius Minerals: Royalty Check - [Business Breakdowns, EP.243]Detail →
2026-04-15Kopernik Global InvestorsBullKopernik Global All-Cap Fund — Monthly HoldingsDetail →
2026-04-15Kopernik Global InvestorsBullKopernik International Fund — Monthly HoldingsDetail →
2026-03-15Kopernik Global InvestorsBearKopernik Global All-Cap Fund — Quarterly CommentaryDetail →
2026-03-15Kopernik Global InvestorsBearKopernik International Fund — Quarterly CommentaryDetail →
2022-03-01Colossus (Invest Like the Best / Business Breakdowns)BullEric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266]Detail →
2021-10-13Colossus (Invest Like the Best / Business Breakdowns)NeutralJohn Deere: Centuries of Farming Innovation [Business Breakdowns, EP. 30]Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name