1
USARUSA Rare Earth, Inc.
5 filers at 5%+
Mid Cap
Market Cap
$3.3B
FilerStakeForm
Serra Verde Rare Earths Ltd.12.5%13G
VB (Rare Earths) Ltd7.9%13D
EMG Fund V SVRE Holdings, LLC7.8%13G
Gutnick Mordechai Zev6.8%13D/A
Michael Blitzer5.8%13D/A
Steady Accumulation
Tracked funds adding to a position quarter after quarter in 13F filings. Streak, dollars added, and filer count are disclosed facts, not a verdict. 13F data is filed quarterly in arrears and is not real-time.
Disclosed stakes 5%+
Disclosed ownership stakes of 5% or more from filers who are not on the curated tracked roster, ranked by stake size, with smaller companies weighted higher. Filing a 13F alone does not exclude a filer.
Convergence clusters use every non-passive 13D/13G stake of at least 5% on a company, including tracked portfolio investors. A cluster is two or more distinct filers at that floor.
Stakes are grouped by percentage rounded to one decimal. Within each group, lower cached market cap ranks first, followed by exact stake percentage and CIK identity.
Small < $1B · Mid $1B to < $10B · Major $10B+
63
Stakes
57
Filers
27
Clusters
Include Majors(3) majors
Convergence Clusters
27Companies with at least two distinct filers disclosing stakes of 5% or more (passive and index filers excluded).
2
NAMMNamib Minerals Ordinary Shares
4 filers at 5%+
Small Cap
Market Cap
$70M
FilerStakeForm
The Southern SelliBen Trust63.7%13D/A
Tulani Sikwila9.0%13D
Hennessy Capital Partners VI LLC8.8%13G/A
Mzilikazi Godfrey Khumalo7.1%13D/A
3
CNLCollective Mining Ltd.
4 filers at 5%+
Mid Cap
Market Cap
$1.1B
FilerStakeForm
Agnico Eagle Mines Limited15.0%13G/A
Ari Sussman11.6%13G/A
Jupiter Asset Management Ltd10.0%13G
4
AUGOAura Minerals Inc.
3 filers at 5%+
Mid Cap
Market Cap
$7B
FilerStakeForm
De Brito Paulo Carlos47.7%13G
Capital World Investors7.3%13G/A
Kapitalo Investimentos Ltda5.7%13G
5
FEAM5E Advanced Materials, Inc.
3 filers at 5%+
Small Cap
Market Cap
$162M
FilerStakeForm
Bluescape Energy Partners IV GP LLC29.2%13D/A
Meridian Investments Corporation17.3%13D/A
AWM Investment Company, Inc.7.8%13G
6
VMETVersamet Royalties Corporation
3 filers at 5%+
Small Cap
Market Cap
$926M
FilerStakeForm
7
NEWPNew Pacific Metals Corp.
3 filers at 5%+
Mid Cap
Market Cap
$1.2B
FilerStakeForm
Silvercorp Metals Inc.28.0%13G/A
Pan American Silver Corp11.5%13G/A
8
NGNovaGold Resources Inc.
3 filers at 5%+
Mid Cap
Market Cap
$2.9B
FilerStakeForm
9
RYESRise Gold Corp.
3 filers at 5%+
Small Cap
Market Cap
$14M
FilerStakeForm
Abdiel Capital Advisors, LP20.0%13G
Daniel Oliver Jr13.9%13D/A
10
NFGCNew Found Gold Corp
3 filers at 5%+
Small Cap
Market Cap
$625M
FilerStakeForm
Sprott Eric19.4%13D/A
Palisades Goldcorp Ltd.7.8%13G/A
Dundee Corp5.7%13G/A
11
MTAMetalla Royalty & Streaming Ltd.
3 filers at 5%+
Small Cap
Market Cap
$864M
FilerStakeForm
12
IAUXi-80 Gold Corp.
3 filers at 5%+
Mid Cap
Market Cap
$1.4B
FilerStakeForm
13
THMInternational Tower Hill Mines, Ltd.
2 filers at 5%+
Small Cap
Market Cap
$644M
FilerStakeForm
Electrum Strategic Opportunities Fund II L.P.11.1%13G/A
14
PPTAPerpetua Resources Corp. Common Shares
2 filers at 5%+
Mid Cap
Market Cap
$2.5B
FilerStakeForm
Agnico Eagle Mines Limited8.7%13G
15
AUSTAustin Gold Corp.
2 filers at 5%+
Small Cap
Market Cap
$14M
FilerStakeForm
Higgs Dennis Lyle27.9%13D/A
Higgs Darcy Alan18.5%13D/A
16
OGGOsisko Gold Group Inc.
2 filers at 5%+
Small Cap
Market Cap
$860M
FilerStakeForm
Double Zero Capital, LP19.9%13D/A
17
BGLBlue Gold Limited Class A Ordinary Shares
2 filers at 5%+
Small Cap
Market Cap
$8M
FilerStakeForm
Cavaghan Andrew16.9%13D/A
RCF VII Sponsor LLC6.2%13G
18
SASeabridge Gold, Inc.
2 filers at 5%+
Mid Cap
Market Cap
$2.9B
FilerStakeForm
FCMI Parent Co.15.6%13D/A
19
HSLVHighlander Silver Corp.
2 filers at 5%+
Mid Cap
Market Cap
$1.1B
FilerStakeForm
Augusta Ozama Investment LP13.2%13D
Eric Sprott6.5%13G
20
SKESkeena Resources Limited
2 filers at 5%+
Mid Cap
Market Cap
$3.8B
FilerStakeForm
Key Group Long Term Investments LP5.3%13G
21
GAUGaliano Gold Inc.
2 filers at 5%+
Small Cap
Market Cap
$520M
FilerStakeForm
22
SBMTSilver Bow Mining Corp.
2 filers at 5%+
Small Cap
Market Cap
$242M
FilerStakeForm
Crescat Portfolio Management LLC8.7%13D
Eric Sprott7.3%13G
23
PZGParamount Gold Nevada Corp.
2 filers at 5%+
Small Cap
Market Cap
$103M
FilerStakeForm
Yuan Fangjian8.5%13G
Buckingham Charitable Foundation5.4%13G/A
24
WRNWestern Copper and Gold Corporation
2 filers at 5%+
Small Cap
Market Cap
$492M
FilerStakeForm
Rio Tinto plc8.4%13D/A
25
ITRGIntegra Resources Corp.
2 filers at 5%+
Small Cap
Market Cap
$536M
FilerStakeForm
Beedie Investments Limited7.8%13G/A
Franklin Resources, Inc.7.4%13G/A
26
DCDakota Gold Corp.
2 filers at 5%+
Small Cap
Market Cap
$794M
FilerStakeForm
Robert Quartermain7.4%13G/A
Gerald Michael Aberle5.0%13G
27
EGOEldorado Gold Corporation
2 filers at 5%+
Mid Cap
Market Cap
$10B
FilerStakeForm
Capital Research Global Investors6.9%13G/A
Disclosed Stakes
631
NAMMNamib Minerals Ordinary Shares
The Southern SelliBen Trust
Small Cap
63.7%
2
AUGOAura Minerals Inc.
De Brito Paulo Carlos
Mid Cap
47.7%
3
FEAM5E Advanced Materials, Inc.
Bluescape Energy Partners IV GP LLC
Small Cap
29.2%
4
VMETVersamet Royalties Corporation
B2Gold Corp.
Small Cap
28.8%
5
NEWPNew Pacific Metals Corp.
Silvercorp Metals Inc.
Mid Cap
28.0%
6
AUSTAustin Gold Corp.
Higgs Dennis Lyle
Small Cap
27.9%
7
NGNovaGold Resources Inc.
Electrum Strategic Resources L.P.
Mid Cap
22.6%
8
RYESRise Gold Corp.
Abdiel Capital Advisors, LP
Small Cap
20.0%
9
OGGOsisko Gold Group Inc.
Double Zero Capital, LP
Small Cap
19.9%
10
AUSTAustin Gold Corp.
Higgs Darcy Alan
Small Cap
18.5%
11
FEAM5E Advanced Materials, Inc.
Meridian Investments Corporation
Small Cap
17.3%
12
BGLBlue Gold Limited Class A Ordinary Shares
Cavaghan Andrew
Small Cap
16.9%
13
SASeabridge Gold, Inc.
FCMI Parent Co.
Mid Cap
15.6%
14
UECUranium Energy Corp.
T. Rowe Price Associates, Inc.
Mid Cap
15.5%
15
CNLCollective Mining Ltd.
Agnico Eagle Mines Limited
Mid Cap
15.0%
16
RYESRise Gold Corp.
Daniel Oliver Jr
Small Cap
13.9%
17
HSLVHighlander Silver Corp.
Augusta Ozama Investment LP
Mid Cap
13.2%
18
USARUSA Rare Earth, Inc.
Serra Verde Rare Earths Ltd.
Mid Cap
12.5%
19
CNLCollective Mining Ltd.
Ari Sussman
Mid Cap
11.6%
20
NEWPNew Pacific Metals Corp.
Pan American Silver Corp
Mid Cap
11.5%
21
THMInternational Tower Hill Mines, Ltd.
Electrum Strategic Opportunities Fund II L.P.
Small Cap
11.1%
22
OROR Royalties Inc.
EdgePoint Investment Group Inc.
Mid Cap
10.4%
23
MTAMetalla Royalty & Streaming Ltd.
Beedie Investments Limited
Small Cap
10.3%
24
CMCLCaledonia Mining Corporation Plc
Shining Capital Management Ltd.
Small Cap
10.0%
25
CNLCollective Mining Ltd.
Jupiter Asset Management Ltd
Mid Cap
10.0%
26
FURYFury Gold Mines Limited
Agnico Eagle Mines Limited
Small Cap
9.9%
27
NAMMNamib Minerals Ordinary Shares
Tulani Sikwila
Small Cap
9.0%
28
NAMMNamib Minerals Ordinary Shares
Hennessy Capital Partners VI LLC
Small Cap
8.8%
29
LACLithium Americas Corp.
Orion Resource Partners (Usa) Lp
Small Cap
8.8%
30
PPTAPerpetua Resources Corp. Common Shares
Agnico Eagle Mines Limited
Mid Cap
8.7%
31
NGNovaGold Resources Inc.
Giovanni Agnelli B.V.
Mid Cap
8.6%
32
PZGParamount Gold Nevada Corp.
Yuan Fangjian
Small Cap
8.5%
33
VMETVersamet Royalties Corporation
The Doraline Trust
Small Cap
8.5%
34
WRNWestern Copper and Gold Corporation
Rio Tinto plc
Small Cap
8.4%
35
USARUSA Rare Earth, Inc.
VB (Rare Earths) Ltd
Mid Cap
7.9%
36
FEAM5E Advanced Materials, Inc.
AWM Investment Company, Inc.
Small Cap
7.8%
37
ITRGIntegra Resources Corp.
Beedie Investments Limited
Small Cap
7.8%
38
NFGCNew Found Gold Corp
Palisades Goldcorp Ltd.
Small Cap
7.8%
39
USARUSA Rare Earth, Inc.
EMG Fund V SVRE Holdings, LLC
Mid Cap
7.8%
40
ITRGIntegra Resources Corp.
Franklin Resources, Inc.
Small Cap
7.4%
41
DCDakota Gold Corp.
Robert Quartermain
Small Cap
7.4%
42
IAUXi-80 Gold Corp.
Libra Advisors, LLC
Mid Cap
7.4%
43
AUGOAura Minerals Inc.
Capital World Investors
Mid Cap
7.3%
44
MPMP Materials Corp.
James H. Litinsky
Mid Cap
7.3%
45
NAMMNamib Minerals Ordinary Shares
Mzilikazi Godfrey Khumalo
Small Cap
7.1%
46
CTGOContango Silver & Gold Inc.
Alyeska Investment Group, L.P.
Small Cap
7.1%
47
EGOEldorado Gold Corporation
Capital Research Global Investors
Mid Cap
6.9%
48
UAMYUnited States Antimony Corp.
T. Rowe Price Associates, Inc.
Small Cap
6.8%
49
USARUSA Rare Earth, Inc.
Gutnick Mordechai Zev
Mid Cap
6.8%
50
IAUXi-80 Gold Corp.
Daniel Kaufman
Mid Cap
6.3%
51
BGLBlue Gold Limited Class A Ordinary Shares
RCF VII Sponsor LLC
Small Cap
6.2%
52
URGUr-Energy Inc.
enCore Energy Corp.
Small Cap
6.0%
53
VOXRVox Royalty Corp.
Konwave Inc.
Small Cap
5.9%
54
SIISprott Inc.
Mawer Investment Management Ltd.
Mid Cap
5.9%
55
USARUSA Rare Earth, Inc.
Michael Blitzer
Mid Cap
5.8%
56
NFGCNew Found Gold Corp
Dundee Corp
Small Cap
5.7%
57
AUGOAura Minerals Inc.
Kapitalo Investimentos Ltda
Mid Cap
5.7%
58
PZGParamount Gold Nevada Corp.
Buckingham Charitable Foundation
Small Cap
5.4%
59
SKESkeena Resources Limited
Key Group Long Term Investments LP
Mid Cap
5.3%
60
SBSWSibanye Stillwater Limited
Giovanni Agnelli B.V.
Mid Cap
5.3%
61
BTGB2Gold Corp.
Pale Fire Capital SICAV a.s.
Mid Cap
5.2%
62
DCDakota Gold Corp.
Gerald Michael Aberle
Small Cap
5.0%
63
FSMFortuna Mining Corp.
Arrowstreet Capital, Limited Partnership
Mid Cap
5.0%
Disclosed US stakes only (13D/13G). Sub-5% stakes are generally not disclosed. This is not a complete ownership picture.
13F filings reflect the last filed quarter, can be 45+ days old, and are not real-time. Ownership stakes are from Schedule 13D/G disclosures.