All Portfolios

Adrian Day

Last filing: 4 months ago

CEO, Adrian Day Asset Management

Altius Minerals

TSX-listed project generation and royalty company; tracked for its public junior equities portfolio.

Axel Merk

Last filing: 4 months ago

Precious metals fund manager. Founder of Merk Investments. Concentrated 13F book led by Americas Gold and Silver (USAS) and Equinox Gold (EQX).

Bob Moriarty

Stated

Founder of 321gold, Marine veteran, early-stage junior speculator since 2001.

CI Global Asset Management

Last filing: 4 months ago

CI Global Asset Management (CI GAM) is one of Canada's largest investment firms, overseeing over $136 billion in assets across public and private markets.

Commodity Discovery Fund

Dutch discovery-focused fund founded by Willem Middelkoop in 2008, roughly EUR 200M portfolio.

Condire Management, LP

Last filing: 4 months ago

Condire Management, LP is a Dallas-based hedge fund and private investment advisory firm.

David Iben

Last filing: 4 months ago

Founder and CIO, Kopernik Global Investors

David McAlvany

Last filing: 4 months ago

CEO, McAlvany Wealth Management

Don Durrett

Stated

Founder of GoldStockData.com; gold investor since 1991, junior mining focus since 2004.

Donald Smith & Co., Inc.

Last filing: 4 months ago

Deep value investing pioneers; lowest price-to-tangible-book decile.

Equinox Partners Investment Management LLC

Last filing: 4 months ago

Equinox Partners Investment Management LLC is a fundamental equity hedge fund manager founded in 1987 and headquartered in Stamford, Connecticut.

Frank Giustra

President and CEO, Fiore Group

Frank Holmes

Last filing: 2 months ago

Frank Holmes is CEO and Chief Investment Officer of U.S. Global Investors and manages the GOAU ETF, a rules-based quant strategy emphasizing gold royalty and streaming companies.

Greg Johnson

Last filing: 2 months ago

CEO and chairman of Metallic Minerals; Executive Chairman of Stillwater Critical Minerals; co-founder of NovaGold and South32-backed exploration ventures.

Helikon Investments Limited

Last filing: 4 months ago

Helikon Investments Limited is a London-based hedge fund manager and registered investment firm established in 2019.

HoldCo Markets

Private family office investing in junior and mid-cap mining since 2013. Positions surface via placement disclosures.

James Luke

Portfolio manager of the Schroder ISF Global Gold fund since 2016.

Jeff Clark

Stated

Founder, TheGoldAdvisor.com

Jim Paterson

Last filing: 7 weeks ago

Co-founder and principal of Discovery Group; Chairman of ValOre Metals and Targa Exploration; director of K2 Gold and Sun Peak Metals.

John Paulson

Last filing: 4 months ago

Hedge fund manager; Paulson & Co

John Robins

Last filing: 2 months ago

Co-founder and principal of Discovery Group; Executive Chairman of K2 Gold; founder of Kaminak Gold and Great Bear Resources.

Jordan Rusche

Stated

Founder, Mining Stock Monkey

Keith Neumeyer

Last filing: 12 months ago

Founder and CEO of First Majestic Silver; founder and chairman of First Mining Gold.

L1 Capital Pty Ltd

Last filing: 4 months ago

Australian concentrated value manager

La Mancha Resource Fund

Last filing: 10 months ago

La Mancha Resource Fund specializes in strategic equity investments in gold and energy transition metals.

Lawrence Lepard

Stated

Founder, Equity Management Associates (EMA)

Lundin Family

Jack and Adam Lundin

Lundin Family Trusts

Last filing: 2 weeks ago

Consolidated record for Nemesia, Zebra, and Lorito Luxembourg holding companies controlled by trusts settled by the late Adolf H. Lundin.

Mark O'Dea

Last filing: 17 months ago

Founder of Oxygen Capital; serial builder of Fronteer Gold, Pure Gold, Liberty Gold, and Discovery Mining.

Michael Gentile

Junior-mining strategic investor

MRF 2025 Resource Limited Partnership

MRF 2025 Resource Limited Partnership is a Canadian 'flow-through' share fund managed by Middlefield Group.

Ned Naylor-Leyland

Jupiter Gold & Silver Fund manager

NewGen Asset Management

Last filing: 4 months ago

Toronto-based investment manager founded by David Dattels. Concentrated portfolio with significant precious metals exposure, particularly silver miners.

Oaktree Fund Advisors, LLC

Last filing: 4 months ago

Oaktree Capital subsidiary, EM-focused book

Orion Resource Partners

Last filing: 4 months ago

Mining-focused private equity firm. SKE is 37.8% of their $219M 13F book. Diversified across PM and base metals.

Orogen Royalties

Orogen Royalties is a Canadian-based mining and prospect generation company that builds and acquires precious and base metal royalties.

Palisades Goldcorp

TSXV-listed resource investment company and merchant bank (PALI) led by CEO Collin Kettell.

Paul Singer

Last filing: 4 months ago

Activist hedge fund founder. Elliott's largest disclosed position is a precious metals royalty company.

Peter Krauth

Stated

Editor, Silver Stock Investor

Pierre Lassonde

Last filing: 8 months ago

Franco-Nevada co-founder

Quinton Hennigh

Last filing: 4 months ago

Economic geologist; founder and Non-Executive Co-Chairman of Novo Resources; Geologic and Technical Director at Crescat Capital.

Richard Warke

Last filing: 5 months ago

Founder of the Augusta Group; serial mine builder behind Augusta Resource, Arizona Mining, Equinox Gold, Solaris Resources, and Titan Mining.

Ross Beaty

Mining entrepreneur & philanthropist

Sean Roosen

Last filing: 7 weeks ago

Founder of the Osisko group; Chairman and CEO of Osisko Gold Group (formerly Osisko Development).

Sprott Inc.

Last filing: 4 months ago

Toronto-based precious metals asset manager founded by Eric Sprott; SEC 13F-HR filer (CIK 0001512920).

Sun Valley Gold LLC

Last filing: 1 year ago

Gold-focused investment manager.

Tavi Costa

Founder and CEO, Azuria Capital

Terra Capital

Terra Capital is a specialist fund manager based in Sydney, Australia, that focuses on the global mining and energy sectors.

Tether

Last filing: 4 weeks ago

Ownership-stake filer. Discloses Schedule 13D/A beneficial ownership on precious metals companies. Does not file Form 13F.

Thomas Kaplan

Last filing: 4 months ago

Natural resources investor. Chairman of Electrum Group. NovaGold is 77% of his $1.08B disclosed 13F portfolio.

Trevor Steel

CIO and co-founder of Baker Steel Capital Managers. Manager of the BakerSteel Global Precious Metals fund.

U.S. Global Investors

Last filing: 4 months ago

U.S. Global Investors, Inc. is a Texas-based registered investment adviser led by chief executive and chief investment officer Frank Holmes, with precious-metals equity holdings overseen by senior mining analyst Ralph Aldis.

Waratah Capital Advisors

Last filing: 4 months ago

Waratah Capital Advisors is a Toronto-based asset manager and hedge fund that oversees over $4 billion in assets for high-net-worth individuals, pensions, and foundations.

Waterton Global Resource Management

Waterton Global Resource Management is a Toronto-based private equity firm that specializes in the metals and mining sector.