Adrian Day
Fund ManagerCEO, Adrian Day Asset Management
Franco-Nevada is the largest position in Adrian Day's tracked book
22 tracked · Filing-sourced (SEC) · Latest filing May 13, 2026 · 13F, Form 4, 13D/G
Chairman and CEO of Adrian Day Asset Management. Editor-in-chief of Global Analyst, an e-mail newsletter. With over 35 years of experience, Adrian Day curates specific buy and sell recommendations with a track record boasting an average 87.5% return for all closed positions.
Portfolio allocation
Holdings (22)
Showing 22 of 25 reported positions · ordered by reported value
$111.8M
Tracked value
76,216 shares
2,319,749 shares
68,270 shares
302,378 shares
977,049 shares
148,284 shares
211,502 shares
22,221 shares
36,349 shares
247,719 shares
73,534 shares
555,084 shares
175,178 shares
547,164 shares
439,200 shares
33,500 shares
120,000 shares
- CURATEDArticle · Streetwise Reports, A. Day columnDec 29, 2025Article · Streetwise Reports, A. Day column
- CURATEDArticle · Streetwise Reports, A. Day column, author disclosureDec 29, 2025Article · Streetwise Reports, A. Day column, author disclosure
- CURATEDArticle · MoneyShow 'Top Picks 2025: Lara Exploration', bylined A. DayFeb 3, 2025Article · MoneyShow 'Top Picks 2025: Lara Exploration', bylined A. Day
- CURATEDArticle · Streetwise Reports, A. Day column 'Orogen's Royalty...'Dec 29, 2025Article · Streetwise Reports, A. Day column 'Orogen's Royalty...'
- CURATEDArticle · Streetwise Reports, A. Day column 'Orogen's Royalty Continues To Expand'Dec 29, 2025Article · Streetwise Reports, A. Day column 'Orogen's Royalty Continues To Expand'
Shows tracked precious metals holdings only, not full book. Full 13F filed by Global Strategic Management Inc.
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
0.81
R-squared
0.41
Coverage
100%
11 of 11 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| PAAS | Pan American Silver Corp. | 7 investors, James Luke, Lawrence Lepard, Ned Naylor-Leyland |
| FNV | Franco-Nevada Corporation | 5 investors, James Luke, Peter Schiff, Rick Rule |
| AEM | Agnico Eagle Mines Limited | 4 investors, James Luke, Peter Schiff, Rick Rule |
| WPM | Wheaton Precious Metals Corp. | 3 investors, Peter Schiff, Rick Rule, U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU) |
| AG | First Majestic Silver Corp. | 2 investors, Don Durrett, Ned Naylor-Leyland |
| FSM | Fortuna Mining Corp. | 2 investors, Peter Schiff, U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU) |
| OGNNF | Orogen Royalties Inc. | 2 investors, Jordan Rusche, Peter Schiff |
| ATUSF | Altius Minerals Corporation | 1 investor, Jordan Rusche |
| TFPM | Triple Flag Precious Metals Corp. | 1 investor, Peter Schiff |
| LRAXF | Lara Exploration Ltd. | 0 investors |
Similar Portfolios
Peter Schiff
7 shared holdings
64% overlap
AEM, FNV, FSM, OGNNF, PAAS, TFPM
Rick Rule
4 shared holdings
36% overlap
AEM, FNV, PAAS, WPM
James Luke
3 shared holdings
27% overlap
AEM, FNV, PAAS
U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU)
3 shared holdings
27% overlap
FNV, FSM, WPM
Jordan Rusche
2 shared holdings
18% overlap
ATUSF, OGNNF
Filing Timeline
- Jun 4, 2026PAASPan American Silver Corp.
Named holding
Stake FilingInterview · Podcast: Lobo Tigre - Mar 1, 2026AEMAgnico Eagle Mines Limited
~11% (named top position)
Stake FilingInterview · Podcast: Triangle Investor - Mar 1, 2026FNVFranco-Nevada Corporation
~9% (named top position)
Stake FilingInterview · Podcast: Triangle Investor - Mar 1, 2026FSMFortuna Mining Corp.
Named holding
Stake FilingInterview · Podcast: Triangle Investor - Mar 1, 2026WPMWheaton Precious Metals Corp.
Named holding
Stake FilingInterview · Podcast: Triangle Investor - Dec 29, 2025AGFirst Majestic Silver Corp.
Named; ownership confirmed via disclosure
Fund HoldingArticle · Streetwise Reports, A. Day column - Dec 29, 2025ATUSFAltius Minerals Corporation
Named among securities he/clients own
Fund HoldingArticle · Streetwise Reports, A. Day column, author disclosure - Dec 29, 2025MIDLFMidland Exploration Inc.
Listed a 'TOP BUY'; personal + client ownership
Public StatementArticle · Streetwise Reports, A. Day column 'Orogen's Royalty...' - Dec 29, 2025OGNNFOrogen Royalties Inc.
Named favorite; owns personally + management clients (Buy)
Public StatementArticle · Streetwise Reports, A. Day column 'Orogen's Royalty Continues To Expand' - Dec 29, 2025TFPMTriple Flag Precious Metals Corp.
Named; author disclosure confirms ownership
Fund HoldingArticle · Streetwise Reports, A. Day column - Feb 3, 2025LRAXFLara Exploration Ltd.
MoneyShow 'Top Pick 2025'; Planalto copper thesis
Public StatementArticle · MoneyShow 'Top Picks 2025: Lara Exploration', bylined A. Day
Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.
Precious-metals holdings from the most recent SEC 13F filed by Global Strategic Management Inc. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.