Lawrence Lepard
Fund ManagerFounder, Equity Management Associates (EMA)
13 tracked positions · stated in interviews and social posts
13 tracked · Stated position · Positions as of Aug 31, 2026 · Interviews, newsletters
Lawrence Lepard founded Equity Management Associates. He writes on gold, silver, mining equities, and monetary debasement. Names on this page are positions he has discussed. Sizes are not a 13F.
Portfolio allocation
Holdings (13)
Position list · amounts not disclosed
LGCXF 10.0%
Largest % ownership stake
$12.6M
Est. value
43,143,050 shares
5,209,101 shares
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill PowersJun 1, 2026
- CURATEDInterview · Mining Stock Education / Bill Powers / company PR Dec 29 2025Jun 1, 2026
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
1.40
R-squared
0.36
Coverage
100%
13 of 13 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| PAAS | Pan American Silver Corp. | 11 investors, Adrian Day, Don Durrett, Konwave Gold Equity Fund |
| CDE | Coeur Mining, Inc. | 8 investors, Don Durrett, James Luke, John Hathaway |
| EXK | Endeavour Silver Corp. | 5 investors, Don Durrett, Sprott Inc., Trevor Steel |
| ASM | Avino Silver & Gold Mines Ltd. | 3 investors, Don Durrett, Sprott Inc., U.S. Global Investors |
| BTG | B2Gold Corp. | 3 investors, Chen Lin, Don Durrett, Sprott Inc. |
| BYAGF | Banyan Gold Corp. | 3 investors, Brien Lundin, Jeff Clark, MRF 2025 Resource Limited Partnership |
| CBGZF | Cabral Gold Inc. | 2 investors, Bob Moriarty, Jeff Clark |
| AGMRF | Silver Mountain Resources Inc. | 1 investor, Don Durrett |
| LGCXF | Lahontan Gold Corp. | 1 investor, Don Durrett |
| LGCFF | Lavras Gold Corp. | 0 investors |
Similar Portfolios
Don Durrett
7 shared holdings
54% overlap
AGMRF, ASM, BTG, CDE, EXK, LGCXF
Sprott Inc.
5 shared holdings
38% overlap
ASM, BTG, CDE, EXK, PAAS
U.S. Global Investors
4 shared holdings
31% overlap
ASM, CDE, EXK, PAAS
Trevor Steel
3 shared holdings
23% overlap
CDE, EXK, PAAS
Jeff Clark
2 shared holdings
15% overlap
BYAGF, CBGZF
Filing Timeline
- Aug 31, 2026LGCXFLahontan Gold Corp.
Following the Aug 12–21 2026 TSXV disposition, Lawrence Lepard beneficially owns and controls 43,143,050 shares, representing approximately 9.97% of the Company's issued and outstanding Common Shares on an undiluted basis and on a partially diluted basis. Disposed an aggregate of 1,121,500 Common Shares. Prior: 44,264,550 / approximately 10.23%. Ceased insider (dropped under 10%). Newsfile EWR release 312286 / SEDAR+, dated 2026-08-31. As printed.
- Jun 1, 2026LGCXFLahontan Gold Corp.
Big fund position; sees 5-10x potential
Other DisclosureInterview · Mining Stock Education / Bill Powers - Jun 1, 2026AGMRFSilver Mountain Resources Inc.
Named holding; favored as pure-silver development story
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026ASMAvino Silver & Gold Mines Ltd.
Named holding ('I love Avino')
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026BTGB2Gold Corp.
Named deep-value holding; 'silly cheap', possible Africa spinoff
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026BYAGFBanyan Gold Corp.
Named holding; cheap per-ounce, Yukon (Tara)
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026CBGZFCabral Gold Inc.
Named holding; ON BOARD (director), Brazil, near-term heap-leach producer
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026CDECoeur Mining, Inc.
Named holding ('I love Coeur')
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026EXKEndeavour Silver Corp.
Named holding; growing production
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026LGCFFLavras Gold Corp.
Named holding; ON BOARD (director). Interview described an EMA fund allocation, not Lavras issuer ownership. Size of the company stake undisclosed.
Public StatementInterview · Mining Stock Education / Bill Powers - Jun 1, 2026OMGGFOmai Gold Mines Corp.
Big fund position; sees 5-10x potential
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026PAASPan American Silver Corp.
Named holding (large-cap)
Stake FilingInterview · Mining Stock Education / Bill Powers - Jun 1, 2026ZAUIFZodiac Gold Inc.
Large recent position; ON BOARD (director). <$100M cap, early-stage West Africa
Stake FilingInterview · Mining Stock Education / Bill Powers / company PR Dec 29 2025
Notable disclosed positions from newsletters, interviews, and public statements.