Snapshot 2026-10-23. Δ shares and Δ active pp vs Thu Oct 22. All positions, not a top-20 excerpt. Swipe for every column. Unknown and catch-up changes show —; estimates are labelled.
| Position | Shares | Δ shares | Market value | Weight | Δ active pp |
|---|---|---|---|---|---|
DPM equity · DPM Metals Inc. | 220,575 | 0 | $8,855,747 | 5.554% | +0.001 |
GMIN equity · G Mining Ventures Corp. | 241,437 | 0 | $7,165,305 | 4.494% | +0.001 |
DSV equity · Discovery Mining Ltd. | 938,968 | 0 | $6,956,560 | 4.363% | +0.001 |
IAG equity · IAMGOLD Corp. | 368,612 | 0 | $6,052,609 | 3.796% | +0.001 |
NST equity · Northern Star Resources Ltd. | 334,459 | 0 | $5,820,047 | 3.650% | +0.001 |
WDO equity · Wesdome Gold Mines Ltd. | 270,233 | 0 | $5,568,414 | 3.492% | +0.001 |
NEM equity · Newmont Corp. | 48,636 | 0 | $5,549,854 | 3.481% | +0.001 |
EGO equity · Eldorado Gold Corp. | 166,927 | 0 | $5,493,568 | 3.445% | +0.001 |
MAU equity · Montage Gold Corp. | 511,099 | +33,200 | $5,471,957 | 3.432% | +0.223 |
CASH cash · Cash Equivalent | 5,359,277.12 | -2,395,646.16 | $5,359,277 | 3.361% | 0.000 |
RMS equity · Ramelius Resources Ltd. | 2,157,626 | 0 | $5,346,357 | 3.353% | +0.001 |
AEM equity · Agnico Eagle Mines Ltd. | 28,642 | 0 | $5,043,756 | 3.163% | +0.001 |
OGC equity · OceanaGold Corp. | 196,558 | 0 | $4,962,176 | 3.112% | +0.001 |
EMR equity · Emerald Resources NL | 1,139,121 | 0 | $4,957,567 | 3.109% | +0.001 |
WPM equity · Wheaton Precious Metals Corp. | 39,551 | 0 | $4,885,735 | 3.064% | +0.001 |
CDE equity · Coeur Mining Inc. | 349,176 | 0 | $4,846,563 | 3.039% | +0.001 |
EQX equity · Equinox Gold Corp. | 455,109 | 0 | $4,703,600 | 2.950% | +0.001 |
GMD equity · Genesis Minerals Ltd. | 984,311 | 0 | $4,615,469 | 2.895% | +0.001 |
KNT equity · K92 Mining Inc. | 232,458 | 0 | $4,149,584 | 2.602% | +0.000 |
SKE equity · Skeena Resources Ltd. | 143,606 | +15,300 | $4,121,478 | 2.585% | +0.276 |
IAU equity · i-80 Gold Corp. | 2,615,568 | 0 | $3,789,731 | 2.377% | +0.000 |
AU equity · Anglogold Ashanti PLC | 42,278 | 0 | $3,601,663 | 2.259% | +0.000 |
EVN equity · Evolution Mining Ltd. | 425,163 | 0 | $3,533,574 | 2.216% | +0.000 |
OBM equity · Ora Banda Mining Ltd. | 3,649,577 | 0 | $3,407,228 | 2.137% | +0.000 |
AGI equity · Alamos Gold Inc. | 98,224 | 0 | $2,976,187 | 1.866% | +0.000 |
WGX equity · Westgold Resources Ltd. | 772,855 | 0 | $2,799,334 | 1.756% | +0.000 |
VALT equity · Valterra Platinum Ltd. | 37,975 | 0 | $2,691,783 | 1.688% | +0.000 |
SSRM equity · SSR Mining Inc. | 88,526 | 0 | $2,584,959 | 1.621% | +0.000 |
MTA equity · Metalla Royalty & Streaming Ltd. | 306,597 | 0 | $2,290,280 | 1.436% | +0.000 |
ARIS equity · Aris Mining Corp. | 141,288 | +40,400 | $2,211,517 | 1.387% | +0.397 |
EDR equity · Endeavour Silver Corp. | 280,401 | 0 | $2,141,459 | 1.343% | +0.000 |
VZLA equity · Vizsla Silver Corp. | 667,364 | 0 | $2,129,201 | 1.335% | +0.000 |
ABX equity · Barrick Mining Corp. | 48,218 | 0 | $1,861,197 | 1.167% | +0.000 |
ARTG equity · Artemis Gold Inc. | 64,573 | 0 | $1,752,765 | 1.099% | +0.000 |
BVN equity · Cia de Minas Buenaventura SAA | 61,184 | 0 | $1,743,132 | 1.093% | +0.000 |
B equity · Barrick Mining Corp. | 44,072 | 0 | $1,703,383 | 1.068% | 0.000 |
KGC equity · Kinross Gold Corp. | 65,894 | 0 | $1,494,476 | 0.937% | +0.000 |
OR equity · OR Royalties Inc. | 44,749 | 0 | $1,489,664 | 0.934% | +0.000 |
USAS equity · Americas Gold & Silver Corp. | 348,023 | +163,600 | $1,110,193 | 0.696% | +0.327 |
PAAS equity · Pan American Silver Corp. | 24,730 | 0 | $1,015,661 | 0.637% | +0.000 |
HMMC equity · Hemlo Mining Corp. | 294,699 | +122,500 | $1,011,743 | 0.635% | +0.264 |
ABRA equity · AbraSilver Resource Corp. | 100,328 | 0 | $844,272 | 0.529% | +0.000 |
NFGC equity · New Found Gold Corp. | 425,658 | 0 | $668,283 | 0.419% | +0.000 |
PPTA equity · Perpetua Resources Corp. | 33,591 | 0 | $579,781 | 0.364% | +0.000 |
LUNR equity · LunR Royalties Corp. | 8,141 | 0 | $96,863 | 0.061% | 0.000 |
None this window — no structural change.
None this window — no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.