
Rick Rule
IndividualPresident and CEO, Rule Investment Media
15 tracked positions · stated in interviews and social posts
15 tracked · Stated position · Positions as of May 25, 2026 · Interviews, newsletters
Veteran natural-resource investor and speculator with a five-decade career in the securities business dating to 1974. He is founder, President and CEO of Rule Investment Media and formerly served as President of Sprott U.S. Holdings, specializing in sub-$1 billion market-cap natural-resource issuers. He is also a co-founder of Battle Bank.
Portfolio allocation
Holdings (15)
Position list · amounts not disclosed
AEM 25.0%
Largest % shareholder
- CURATEDINN 2025-11-06: redeployed into Agnico Eagle Mines.Nov 6, 2025INN 2025-11-06: redeployed into Agnico Eagle Mines.Source
- CURATEDINN 2025-11-06: redeployed into Franco-Nevada (with Wheaton and Agnico).Nov 6, 2025INN 2025-11-06: redeployed into Franco-Nevada (with Wheaton and Agnico).Source
- CURATEDINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns (TSXV:ABRA / OTCQX:ABBRF). Sheet primary ABBRF.Feb 16, 2026INN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns (TSXV:ABRA / OTCQX:ABBRF). Sheet primary ABBRF.Source
- CURATEDCommodity Culture / Canadian Mining Report (2026-05-25): remains a large shareholder of CamecoMay 25, 2026Commodity Culture / Canadian Mining Report (2026-05-25): remains a large shareholder of CamecoSource
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): invested a very long time; founding shareholder; continues to hold.Dec 17, 2025Triangle Investor interview 2025-12-17 (writeup 2025-12-19): invested a very long time; founding shareholder; continues to hold.Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): does own Hot Chili. Primary listing ASX:HCH; sheet uses OTCQX HHLKF.Dec 17, 2025Triangle Investor interview 2025-12-17 (writeup 2025-12-19): does own Hot Chili. Primary listing ASX:HCH; sheet uses OTCQX HHLKF.Source
- CURATEDINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns.Feb 16, 2026INN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns.Source
- CURATEDTriangle Investor interview 2025-12-17 (YouTube): I own Copper Giant. TSXV:CGNT / OTCQB:LBCMF; sheet primary LBCMF.Dec 17, 2025Triangle Investor interview 2025-12-17 (YouTube): I own Copper Giant. TSXV:CGNT / OTCQB:LBCMF; sheet primary LBCMF.Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): owns McEwen Mining.Dec 17, 2025Triangle Investor interview 2025-12-17 (writeup 2025-12-19): owns McEwen Mining.Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): confirmed he does own Osisko Development; sold much at higher prices. Issuer renamed to Osisko Gold Group (OGG); do not resurrect ODV.Dec 17, 2025Triangle Investor interview 2025-12-17 (writeup 2025-12-19): confirmed he does own Osisko Development; sold much at higher prices. Issuer renamed to Osisko Gold Group (OGG); do not resurrect ODV.Source
- CURATEDINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns.Feb 16, 2026INN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns.Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): views Royal Gold as win-win and yes he owns it.Dec 17, 2025Triangle Investor interview 2025-12-17 (writeup 2025-12-19): views Royal Gold as win-win and yes he owns it.Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): he holds Sovereign. Use SVMLF not ASX SVM (Silvercorp collision).Dec 17, 2025Triangle Investor interview 2025-12-17 (writeup 2025-12-19): he holds Sovereign. Use SVMLF not ASX SVM (Silvercorp collision).Source
- CURATEDINN interview at VRIC 2026, article 2026-02-16: listed among five silver stocks he owns after selling ~80% of physical silver.Feb 16, 2026INN interview at VRIC 2026, article 2026-02-16: listed among five silver stocks he owns after selling ~80% of physical silver.Source
- CURATEDINN 2025-11-06: redeployed junior-sale proceeds into Wheaton. Also INN VRIC 2026-02-16: one of five silver stocks he owns.Feb 16, 2026INN 2025-11-06: redeployed junior-sale proceeds into Wheaton. Also INN VRIC 2026-02-16: one of five silver stocks he owns.Source
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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
1.02
R-squared
0.39
Coverage
93%
14 of 15 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| PAAS | Pan American Silver Corp. | 7 investors, Adrian Day, James Luke, Lawrence Lepard |
| FNV | Franco-Nevada Corporation | 5 investors, Adrian Day, James Luke, Peter Schiff |
| AEM | Agnico Eagle Mines Limited | 4 investors, Adrian Day, James Luke, Peter Schiff |
| RGLD | Royal Gold, Inc. | 3 investors, Jordan Rusche, Peter Schiff, U.S. Global Investors |
| WPM | Wheaton Precious Metals Corp. | 3 investors, Adrian Day, Peter Schiff, U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU) |
| ABBRF | AbraSilver Resource Corp. | 2 investors, Eric Sprott, Peter Krauth |
| LBCMF | Copper Giant Resources Corp. | 2 investors, Frank Giustra, Palisades Goldcorp |
| CCJ | Cameco Corporation | 1 investor, HoldCo Markets |
| OGG | Osisko Gold Group Inc. | 1 investor, Waterton Global Resource Management |
| GLDG | GoldMining Inc. | 0 investors |
Similar Portfolios
Peter Schiff
5 shared holdings
33% overlap
AEM, FNV, PAAS, RGLD, WPM
Adrian Day
4 shared holdings
27% overlap
AEM, FNV, PAAS, WPM
James Luke
3 shared holdings
20% overlap
AEM, FNV, PAAS
U.S. Global Investors
3 shared holdings
20% overlap
AEM, FNV, RGLD
U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU)
2 shared holdings
13% overlap
FNV, WPM
Filing Timeline
- May 25, 2026CCJCameco Corporation
owns; large shareholder (uranium core)
Public StatementCommodity Culture / Canadian Mining Report (2026-05-25): remains a large shareholder of Cameco - Feb 16, 2026ABBRFAbraSilver Resource Corp.
owns; silver equity after selling physical silver
Public StatementINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns (TSXV:ABRA / OTCQX:ABBRF). Sheet primary ABBRF. - Feb 16, 2026IPOAFIndustrias Penoles, S.A.B. de C.V.
owns; silver equity after selling physical silver
Public StatementINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns. - Feb 16, 2026PAASPan American Silver Corp.
owns; silver equity after selling physical silver
Public StatementINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns. - Feb 16, 2026VZLAVizsla Silver Corp.
owns; one of five silver equities after selling physical silver
Public StatementINN interview at VRIC 2026, article 2026-02-16: listed among five silver stocks he owns after selling ~80% of physical silver. - Feb 16, 2026WPMWheaton Precious Metals Corp.
owns; bought after selling juniors; silver redeploy name
Public StatementINN 2025-11-06: redeployed junior-sale proceeds into Wheaton. Also INN VRIC 2026-02-16: one of five silver stocks he owns. - Dec 17, 2025GLDGGoldMining Inc.
owns; long-term hold; founding shareholder
Public StatementTriangle Investor interview 2025-12-17 (writeup 2025-12-19): invested a very long time; founding shareholder; continues to hold. - Dec 17, 2025HHLKFHot Chili Ltd
owns; large Chile copper deposit
Public StatementTriangle Investor interview 2025-12-17 (writeup 2025-12-19): does own Hot Chili. Primary listing ASX:HCH; sheet uses OTCQX HHLKF. - Dec 17, 2025LBCMFCopper Giant Resources Corp.
owns; giant copper deposit; economics not in yet
Public StatementTriangle Investor interview 2025-12-17 (YouTube): I own Copper Giant. TSXV:CGNT / OTCQB:LBCMF; sheet primary LBCMF. - Dec 17, 2025MUXMcEwen Inc.
owns; copper upside in Argentina
Public StatementTriangle Investor interview 2025-12-17 (writeup 2025-12-19): owns McEwen Mining. - Dec 17, 2025OGGOsisko Gold Group Inc.
owns remaining stake (sold much earlier; zero-cost basis)
Public StatementTriangle Investor interview 2025-12-17 (writeup 2025-12-19): confirmed he does own Osisko Development; sold much at higher prices. Issuer renamed to Osisko Gold Group (OGG); do not resurrect ODV. - Dec 17, 2025RGLDRoyal Gold, Inc.
owns; prefers royalty / streaming model
Public StatementTriangle Investor interview 2025-12-17 (writeup 2025-12-19): views Royal Gold as win-win and yes he owns it.
Filing Coverage
Most of Rick Rule's insider transactions are filed with Canadian regulators (SEDI) and are not available through EDGAR. Positions shown above are sourced from interviews and public disclosures.
Notable disclosed positions from newsletters, interviews, and public statements.