Position in AGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,574,842
+$460,814 QoQ
Shares Held
282,625
+54.8% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#101
of 470 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AGI Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $41,087,718 across 6 Gold names. AGI ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
127,912 | $11,946,980 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
51,577 | $10,750,709 | |
| 3 | AGI |
Alamos Gold Inc
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|
282,625 | $8,574,842 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
68,740 | $7,720,876 | |
| 5 | PAAS |
Pan American Silver Corp
|
41,965 | $1,879,612 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
1,384 | $214,699 |
All Filings in AGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,574,842 | 282,625 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,114,028 | 182,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,114,004 | 158,476 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,974,132 | 171,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,515,200 | 170,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,545,800 | 170,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,134,800 | 170,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,592,200 | 130,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,038,400 | 130,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $737,500 | 50,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||