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Holding16 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Madrigal Pharmaceuticals, Inc. MDGL | Biotechnology Healthcare | $632.4M 31.44% | 9.41% 2.1M shares | 2.1M → 2.1M −$3.0M | -0.48% | $6.3B Mid Cap | Q2 2023 Held for 2y 4m |
2  Perpetua Resources Corp. PPTA | Other Precious Metals Basic Materials | $392.7M 19.53% | 31.18% 32.3M shares | 24.8M → 32.3M +$92.0M | +30.58% | $1.4B Small Cap | Q1 2021 Held for 4y 7m |
3  Acadian Asset Management Inc. AAMI | Unknown Unknown | $315.4M 15.68% | 25.0% 9.0M shares | — | — | $1.2B Small Cap | Q4 2024 Held for 10 months |
4  Bausch Health Companies BHC | Drug Manufacturers - Specialty & Generic Healthcare | $218.4M 10.86% | 8.87% 32.8M shares | 26.4M → 32.8M +$42.3M | +24.03% | $2.3B Mid Cap | Q1 2014 Held for 11y 7m |
5  NovaGold Resources NG | Gold Basic Materials | $111.4M 5.54% | 6.69% 27.2M shares | — | — | $1.6B Small Cap | ≤ Q2 2013 Held for 12y 4m+ |
6  Agnico Eagle Mines AEM | Gold Basic Materials | $93.2M 4.63% | 0.156% 783.6K shares | — | — | $60.7B Large Cap | Q1 2022 Held for 3y 7m |
7  International Tower Hill Mines THM | Gold Basic Materials | $60.1M 2.99% | 33.79% 70.2M shares | — | — | $183.9M Micro Cap | ≤ Q2 2013 Held for 12y 4m+ |
8  Thryv Holdings, Inc. THRY | Internet Content & Information Communication Services | $52.0M 2.59% | 9.79% 4.3M shares | — | — | $544.5M Small Cap | Q4 2020 Held for 4y 10m |
9  Honeywell International HON | Conglomerates Industrials | $46.6M 2.32% | 0.031% 200.0K shares | — | — | $144.48B Large Cap | Q1 2025 Held for 7 months |
10  Seabridge Gold SA | Gold Basic Materials | $30.1M 1.49% | 2.06% 2.1M shares | — | — | $1.5B Small Cap | Q2 2017 Held for 8y 4m |
11  Trilogy Metals TMQ | Industrial Materials Basic Materials | $19.3M 0.962% | 8.72% 14.3M shares | — | — | $229.1M Micro Cap | ≤ Q2 2013 Held for 12y 4m+ |
12  Equinox Gold EQX | Gold Basic Materials | $14.4M 0.715% | 0.332% 2.5M shares | — | — | $4.4B Mid Cap | Q2 2020 Held for 5y 4m |
13  IAMGold IAG | Gold Basic Materials | $13.6M 0.676% | 0.322% 1.9M shares | — | — | $4.2B Mid Cap | ≤ Q2 2013 Held for 12y 4m+ |
14  Juniper Networks JNPR | Communication Equipment Technology | $10.0M 0.496% | 0.075% 250.0K shares | 0 → 250.0K +$10.0M | New | — — | Q2 2025 Held for 4 months |
15  Alphabet Inc. GOOG | Internet Content & Information Communication Services | $1.6M 0.079% | 0.0% 9.0K shares | — | — | $2.04T Mega Cap | Q2 2025 Held for 4 months |
16  Intra-Cellular Therapies ITCI | Drug Manufacturers - Specialty & Generic Healthcare | - — | — - shares | 21.5K → 0 −$2.8M | Sold | — — | Q1 2025 Held for 7 months |