New York, NYCIK 20322006 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Skeena Res Ltd New | 2.78M | $65.93M | 32.4% | −672.2K | Reduced |
| 2 | Solaris Res Inc | 5.00M | $40.07M | 19.7% | −454.2K | Reduced |
| 3 | Dakota Gold Corp | 5.18M | $29.43M | 14.5% | −2.00M | Reduced |
| 4 | I-80 Gold Corp |
| 17.38M |
| $25.57M |
| 12.6% |
| 0 |
| Held |
| 5 | Methanex Corp | 126.3K | $5.01M | 2.5% | +77.3K | Added |
| 6 | Barrick Mng Corp | 96.2K | $4.19M | 2.1% | +46.1K | Added |
| 7 | Eldorado Gold Corp New | 110.6K | $3.98M | 2.0% | +23.6K | Added |
| 8 | Silvercorp Metals Inc | 359.0K | $3.00M | 1.5% | +254.7K | Added |
| 9 | Sociedad Quimica Y Minera De | 39.7K | $2.73M | 1.3% | +18.6K | Added |
| 10 | Ero Copper Corp | 94.9K | $2.69M | 1.3% | −27.0K | Reduced |
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