Rick Rule
IndividualPresident and CEO, Rule Investment Media
22 tracked positions · stated in interviews and social posts
22 tracked · Stated position · Positions as of Aug 24, 2026 · Interviews, newsletters
Rick Rule is founder of Rule Investment Media and a long-time natural-resource investor. Names on this page are positions he has discussed in interviews. Sizes are not a 13F.
Portfolio allocation
Holdings (22)
Position list · amounts not disclosed
- CURATEDINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns (TSXV:ABRA / OTCQX:ABBRF). Sheet primary ABBRF.Feb 16, 2026Source
- CURATEDCanadian Mining Report write-up of Rule Symposium (page date 2026-05-20; body says as of July 2026): owned Agnico Eagle and predecessors for three decades; Agnico is part of his big three gold portfolio.May 20, 2026Source
- CURATEDhttps://www.bnnbloomberg.ca/markets/2026/06/19/rick-rules-top-picks-for-june-19-2026/Jun 19, 2026Source
- CURATEDCommodity Culture / Canadian Mining Report (2026-05-25): remains a large shareholder of CamecoMay 25, 2026Source
- 5DC.ADundee CorporationCURATEDhttps://www.bnnbloomberg.ca/markets/2026/08/24/rick-rules-top-picks-for-aug-24-2026/Aug 24, 2026Source
- CURATEDhttps://www.bnnbloomberg.ca/markets/2026/06/19/rick-rules-top-picks-for-june-19-2026/Jun 19, 2026Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): invested a very long time; founding shareholder; continues to hold.Dec 17, 2025Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): does own Hot Chili. Primary listing ASX:HCH; sheet uses OTCQX HHLKF.Dec 17, 2025Source
- 10IPCOInternational PetroleumCURATEDhttps://www.bnnbloomberg.ca/markets/2026/08/24/rick-rules-top-picks-for-aug-24-2026/Aug 24, 2026Source
- CURATEDINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns.Feb 16, 2026Source
- CURATEDTriangle Investor interview 2025-12-17 (YouTube): I own Copper Giant. TSXV:CGNT / OTCQB:LBCMF; sheet primary LBCMF.Dec 17, 2025Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): owns McEwen Mining.Dec 17, 2025Source
- 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, 2025Source
- CURATEDhttps://www.bnnbloomberg.ca/markets/2026/06/19/rick-rules-top-picks-for-june-19-2026/Jun 19, 2026Source
- CURATEDINN VRIC 2026 interview, article 2026-02-16: one of five silver stocks he owns.Feb 16, 2026Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): views Royal Gold as win-win and yes he owns it.Dec 17, 2025Source
- CURATEDhttps://www.bnnbloomberg.ca/markets/2026/08/24/rick-rules-top-picks-for-aug-24-2026/Aug 24, 2026Source
- CURATEDhttps://www.bnnbloomberg.ca/markets/2026/06/19/rick-rules-top-picks-for-june-19-2026/Jun 19, 2026Source
- CURATEDTriangle Investor interview 2025-12-17 (writeup 2025-12-19): he holds Sovereign. Use SVMLF not ASX SVM (Silvercorp collision).Dec 17, 2025Source
- CURATEDINN interview at VRIC 2026, article 2026-02-16: listed among five silver stocks he owns after selling ~80% of physical silver.Feb 16, 2026Source
- 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, 2026Source
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
1.15
R-squared
0.41
Coverage
91%
20 of 22 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 |
| AEM | Agnico Eagle Mines Limited | 10 investors, Adrian Day, First Eagle Gold Fund, James Luke |
| WPM | Wheaton Precious Metals Corp. | 9 investors, Adrian Day, First Eagle Gold Fund, Jim Rickards / Strategic Intelligence |
| FNV | Franco-Nevada Corporation | 8 investors, Adrian Day, First Eagle Gold Fund, Peter Schiff |
| ELE | Elemental Royalty Corporation | 7 investors, Commodity Discovery Fund, Garrett Goggin, Jordan Rusche |
| ARIS | Aris Mining Corporation | 5 investors, Don Durrett, Frank Giustra, Sprott Inc. |
| CCJ | Cameco Corporation | 5 investors, Goehring & Rozencwajg Associates, HoldCo Markets, NewGen Asset Management |
| MUX | McEwen Inc. | 4 investors, Chen Lin, Rob McEwen, Sprott Inc. |
| OGNNF | Orogen Royalties Inc. | 4 investors, Adrian Day, Altius Minerals, Jordan Rusche |
| RGLD | Royal Gold, Inc. | 4 investors, Jordan Rusche, Peter Schiff, Sprott Inc. |
Similar Portfolios
Sprott Inc.
11 shared holdings
50% overlap
AEM, ARIS, CCJ, ELE, FNV, GLDG
U.S. Global Investors
9 shared holdings
41% overlap
AEM, ARIS, CCJ, FNV, MUX, PAAS
Peter Schiff
7 shared holdings
32% overlap
AEM, ELE, FNV, OGNNF, PAAS, RGLD
Adrian Day
5 shared holdings
23% overlap
AEM, FNV, OGNNF, PAAS, WPM
Don Durrett
3 shared holdings
14% overlap
ARIS, PAAS, VZLA
Filing Timeline
- Aug 24, 2026SIISprott Inc.
BNN Bloomberg Market Call 2026-08-24 top pick, as printed: Sprott (SII TSX), Personal N / Family Y / Fund N. Size undisclosed. Family ownership, not a personal holding and not an issuer ownership percent. SII lists on TSX and NYSE. Reconfirm of the 2026-06-19 book line.
- Aug 24, 2026DC.ADundee Corporation
BNN Bloomberg Market Call 2026-08-24 top pick, as printed: Dundee Corp (DC.A TSX), Personal N / Family Y / Fund N. Size undisclosed. Family ownership, not a personal holding and not an issuer ownership percent.
- Aug 24, 2026IPCOInternational Petroleum
BNN Bloomberg Market Call 2026-08-24 top pick, as printed: International Petroleum (IPCO TSX), Personal N / Family Y / Fund N. Size undisclosed. Family ownership, not a personal holding and not an issuer ownership percent.
- Jun 19, 2026SNWGFSnowline Gold Corp.
BNN Bloomberg Market Call 2026-06-19 top pick, as printed: Snowline (SGD TSX), Personal Y. Size undisclosed. Sheet primary SNWGF; TSX SGD is a listing alias only. Not an issuer ownership percent.
- Jun 19, 2026ARISAris Mining Corporation
BNN Bloomberg Market Call 2026-06-19 top pick, as printed: Aris Mining (ARIS TSX), Personal Y. Size undisclosed. Not an issuer ownership percent.
- Jun 19, 2026ELEElemental Royalty Corporation
BNN Bloomberg Market Call 2026-06-19 past pick, as printed: EMX Royalty (EMX TSX), Personal Y. Size undisclosed. Elemental Altus acquired EMX Royalty by plan of arrangement that closed 2025-11-13; the listed survivor is Elemental Royalty Corporation (ELE). Exchange 0.2822 ELE per EMX. EMX is the predecessor line. BNN still printed EMX Royalty (EMX TSX). Do not invent that Rule said ELE. Not an issuer ownership percent.
- Jun 19, 2026OGNNFOrogen Royalties Inc.
BNN Bloomberg Market Call 2026-06-19 past pick, as printed: Orogen Royalties (OGN TSX), Personal Y. Size undisclosed. Sheet primary OGNNF; TSXV OGN is a listing alias only. Not an issuer ownership percent.
- May 25, 2026CCJCameco Corporation
owns; large shareholder (uranium core)
Public StatementCommodity Culture / Canadian Mining Report (2026-05-25): remains a large shareholder of Cameco - May 20, 2026AEMAgnico Eagle Mines Limited
owns; still owned. Size undisclosed. Not an issuer ownership percent.
Public StatementCanadian Mining Report write-up of Rule Symposium (page date 2026-05-20; body says as of July 2026): owned Agnico Eagle and predecessors for three decades; Agnico is part of his big three gold portfolio. - 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.
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.