HoldCo Markets

Fund

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

19 tracked positions · from fund disclosures

19 tracked · Fund disclosure · Disclosure as of Mar 31, 2026 · Fact sheets, corporate

HoldCo Markets is a private family office that has invested in junior and mid-cap mining companies since 2013, active across liquid equities, private placements, and bulk commodities. HoldCo Markets (holdcomarkets.com) is a distinct entity from HoldCo Asset Management LP, a Florida-based hedge fund that files SEC 13Fs concentrated in regional bank stocks; the two are never linked. Positions surface via issuer placement and research-coverage disclosures naming principals; the firm does not publish a holdings page.

Portfolio allocation

19 positions · equal weight

Position list only. Amounts were not disclosed, so slices are equal and are not portfolio weights.

Holdings (19)

Position list · amounts not disclosed

1
AMEGFAmerican Eagle Gold Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
2
ATXRFATEX Resources Inc.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
3
CCJCameco Corporation
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
4
CNLCollective Mining Ltd.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
5
CPPKFFaraday Copper Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
6
DNNDenison Mines Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
7
FDMIFFounders Metals Inc.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
8
FFMFFFireFly Metals Ltd.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
9
FUUFFF3 Uranium Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
10
GMINFG Mining Ventures Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
11
HLUCFHomeland Uranium Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
12
IEIvanhoe Electric Inc.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
13
ISOUIsoEnergy Ltd.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
14
MAUTFMontage Gold Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
15
NXENexGen Energy Ltd.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
16
OMZNFOsisko Metals Incorporated
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
17
PAUIFPremier American Uranium Inc.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
18
SLSRSolaris Resources Inc.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026
19
SNWGFSnowline Gold Corp.
No size
CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026Corporate disclosure · Fund Disclosure Q1 2026

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Get notified when HoldCo Markets's holdings are updated on GoldSignal. Updates reflect disclosed portfolio changes as we ingest them, not real-time trades.

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.

Methodology

Beta

1.30

R-squared

0.27

Coverage

95%

18 of 19 holdings, equal weight

Consensus Holdings

Holdings also disclosed by other tracked investors.

Ticker	Company	Also held by
AMEGF	American Eagle Gold Corp.	3 investors, Commodity Discovery Fund, Eric Sprott, Terra Capital
CPPKF	Faraday Copper Corp.	3 investors, Commodity Discovery Fund, Lundin Family, Terra Capital
GMINF	G Mining Ventures Corp.	3 investors, Commodity Discovery Fund, La Mancha Resource Fund, Terra Capital
MAUTF	Montage Gold Corp.	3 investors, Commodity Discovery Fund, Lundin Family, Terra Capital
CNL	Collective Mining Ltd.	2 investors, Commodity Discovery Fund, Terra Capital
FDMIF	Founders Metals Inc.	2 investors, Commodity Discovery Fund, Terra Capital
ISOU	IsoEnergy Ltd.	2 investors, Commodity Discovery Fund, Terra Capital
NXE	NexGen Energy Ltd.	2 investors, Commodity Discovery Fund, Terra Capital
SLSR	Solaris Resources Inc.	2 investors, Commodity Discovery Fund, Terra Capital
SNWGF	Snowline Gold Corp.	2 investors, Jeff Clark, Terra Capital

Similar Portfolios

Commodity Discovery Fund

11 shared holdings

58% overlap

AMEGF, CNL, CPPKF, DNN, FDMIF, FFMFF

Terra Capital

11 shared holdings

58% overlap

AMEGF, CNL, CPPKF, FDMIF, GMINF, IE

Lundin Family

2 shared holdings

11% overlap

CPPKF, MAUTF

Eric Sprott

1 shared holding

5% overlap

AMEGF

Jeff Clark

1 shared holding

5% overlap

SNWGF

Filing Timeline

Mar 31, 2026AMEGFAmerican Eagle Gold Corp.
Q1 2026 disclosed holding (AE)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026ATXRFATEX Resources Inc.
Q1 2026 disclosed holding (ATX)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026CCJCameco Corporation
Q1 2026 disclosed holding (CCO)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026CNLCollective Mining Ltd.
Q1 2026 disclosed holding (CNL)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026CPPKFFaraday Copper Corp.
Q1 2026 disclosed holding (FDY)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026DNNDenison Mines Corp.
Q1 2026 disclosed holding (DML)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026FDMIFFounders Metals Inc.
Q1 2026 disclosed holding (FDR)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026FFMFFFireFly Metals Ltd.
Q1 2026 disclosed holding (FFM)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026FUUFFF3 Uranium Corp.
Q1 2026 disclosed holding (FUU)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026GMINFG Mining Ventures Corp.
Q1 2026 disclosed holding (GMIN)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026HLUCFHomeland Uranium Corp.
Q1 2026 disclosed holding (HLU)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026
Mar 31, 2026IEIvanhoe Electric Inc.
Q1 2026 disclosed holding (IE)
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026

Notable disclosed positions from fund fact sheets and public statements.

Ticker

Company

Also held by

AMEGF

American Eagle Gold Corp.

3 investors, Commodity Discovery Fund, Eric Sprott, Terra Capital

CPPKF

Faraday Copper Corp.

3 investors, Commodity Discovery Fund, Lundin Family, Terra Capital

GMINF

G Mining Ventures Corp.

3 investors, Commodity Discovery Fund, La Mancha Resource Fund, Terra Capital

MAUTF

Montage Gold Corp.

3 investors, Commodity Discovery Fund, Lundin Family, Terra Capital

CNL

Collective Mining Ltd.