MASON HILL ADVISORS LLC
Hedge Fund • Value
MASON HILL ADVISORS LLC is a Value-focused Hedge Fund based in Stamford, CT led by Sean Michael Fieler, reporting $783.0M in AUM as of Q3 2025 with 60% Basic Materials concentration, with only 9 positions, and 18% allocation to GAU.
PresidentSean Michael Fieler
- Portfolio Value
- $185.2M
- Positions
- 9
- Top Holding
- GAU at 18.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MASON HILL ADVISORS LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gold Basic Materials | $34.3M | 18.49% | -$29.7M Sold | 6.08% 15.7M shares | |
Oil & Gas Exploration & Production Energy | $29.5M | 15.93% | -$1.5M Sold | 3.72% 17.8M shares | |
Industrial Materials Basic Materials | $25.9M | 13.97% | — | 1.74% 6.0M shares | |
Unknown Unknown | $23.1M | 12.49% | — | — 1.5M shares | |
Oil & Gas Exploration & Production Energy | $22.2M | 11.97% | — | 14.44% 5.1M shares | |
Gold Basic Materials | $18.9M | 10.18% | -$13.4M Sold | 0.32% 652.5K shares | |
Other Precious Metals Basic Materials | $18.3M | 9.88% | -$7.7M Sold | 3.71% 6.3M shares | |
Other Precious Metals Basic Materials | $7.6M | 4.12% | +$7.6M New | 1.64% 2.8M shares | |
Gold Basic Materials | $5.5M | 2.97% | — | 0.67% 1.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MASON HILL ADVISORS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-46.43% | |
-41.47% | |
-29.64% | |
-4.77% |
Analytics
Portfolio insights and performance metrics for MASON HILL ADVISORS LLC
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