Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$627M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SprottⓘAdd+151.86%$598M17.39%Precious metals & critical materials / Commodity cycle
Horizon KineticsⓘTrim-3.55%$30M0.32%Contrarian / Real assets
What managers sayⓘ
2026-02-16SprottNeutralJustin Tolman: The Metamorphosis of a Career, Turning Rocks into Value InvestingDetail →
2020-10-21azvalor Asset ManagementBearQuarterly letter 3Q2020Detail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name