MASON HILL ADVISORS LLC Portfolio Holdings
Q3 2025•9 long positions•$185.2M portfolio value
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Holding10 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Gold Basic Materials | $34.3M 18.49% | -$29.7M Sold | 6.08% 15.7M shares | 29.3M → 15.7M −$29.7M | -46.43% | $566.1M Small Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Exploration & Production Energy | $29.5M 15.93% | -$1.5M Sold | 3.72% 17.8M shares | 18.7M → 17.8M −$1.5M | -4.77% | $793.9M Small Cap | Q1 2022 Held for 3y 8m | |
Industrial Materials Basic Materials | $25.9M 13.97% | — | 1.74% 6.0M shares | — | — | $1.5B Small Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $23.1M 12.49% | — | — 1.5M shares | — | — | — — | Q4 2024 Held for 11 months | |
Oil & Gas Exploration & Production Energy | $22.2M 11.97% | — | 14.44% 5.1M shares | — | — | $153.5M Micro Cap | Q2 2024 Held for 1y 5m | |
Gold Basic Materials | $18.9M 10.18% | -$13.4M Sold | 0.321% 652.5K shares | 1.1M → 652.5K −$13.4M | -41.47% | $5.9B Mid Cap | Q3 2020 Held for 5y 2m | |
Other Precious Metals Basic Materials | $18.3M 9.88% | -$7.7M Sold | 3.71% 6.3M shares | 8.9M → 6.3M −$7.7M | -29.64% | $498.6M Small Cap | Q3 2020 Held for 5y 2m | |
Other Precious Metals Basic Materials | $7.6M 4.12% | +$7.6M New | 1.64% 2.8M shares | 0 → 2.8M +$7.6M | New | $466.6M Small Cap | Q3 2025 Held for 2 months | |
Gold Basic Materials | $5.5M 2.97% | — | 0.673% 1.6M shares | — | — | $808.8M Small Cap | Q1 2023 Held for 2y 8m | |
Gold Basic Materials | - — | -$6.9M Sold | — - shares | 11.2M → 0 −$6.9M | Sold | $551.2M Small Cap | Q2 2025 Held for 5 months |
