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SUN VALLEY GOLD LLC

Location
Sun Valley, ID
Portfolio Value
Micro $63,015,167
Diversification
Highly concentrated
Filing Date
Global Rank
#5,766 / 7,303 ▲ 31
Top Industry
Gold 56.0%
3Y Alpha vs SPY
+49.3%
Period ended 1 year ago
Filed Nov 13, 2024 · 1y
19 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+392.1%
SPY
+76.3%
Annualised alpha
+49.3%
Max drawdown
−37.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024
Top Position
44.0%
+1.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,527
Dec 2021 → Sep 2024 · range 1,301 – 6,076
Highly concentrated−245

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2024
Sector % Portfolio Value
Basic Materials 100.0% $63,015,167

Last Quarter's Activity

Export CSV
Sep 30, 2024 vs Jun 30, 2024

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
3 positions · $63,015,167 total · as of Sep 30, 2024
Ticker Company Shares Value (USD) % of Portfolio History