AEGIS FINANCIAL CORP

CIK
1140753
City
MC LEAN
State / Country
VA

Top Portfolio Positions

36 positions · $581,040,310 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
CVE
Cenovus Energy Inc.
Energy
3,451,821 $91,576,811 15.76%
EQX
Equinox Gold Corp.
Basic Materials
3,880,964 $56,118,739 9.66%
PDS
PRECISION DRILLING Corp
Energy
504,059 $49,599,405 8.54%
VET
Vermilion Energy Inc.
Energy
2,560,428 $35,282,697 6.07%
PBF
PBF Energy Inc.
Energy
620,289 $29,538,162 5.08%
HNRG
Hallador Energy Co
Energy
1,814,026 $29,532,343 5.08%
ASIX
AdvanSix Inc.
Basic Materials
1,209,629 $29,514,947 5.08%
HOG
Harley-Davidson, Inc.
Consumer Cyclical
1,369,000 $27,681,180 4.76%
RYZ
Ryerson Holding Corp
Industrials
1,116,978 $25,109,665 4.32%
TDW
Tidewater Inc
Energy
276,529 $23,103,997 3.98%

Portfolio Trend

14 quarters · across all stocks

Holdings in EQX

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $56,118,739 3,880,964
2025-12-31 $62,816,209 4,474,089
2025-09-30 $54,057,096 4,817,923
2025-06-30 $27,763,087 4,828,363
2025-03-31 $17,672,277 2,568,645
2024-12-31 $12,894,597 2,568,645
2024-09-30 $15,643,048 2,568,645
2024-06-30 $13,434,013 2,568,645
2024-03-31 $15,463,242 2,568,645
2023-12-31 $12,805,174 2,618,645
2023-09-30 $11,076,868 2,618,645
2023-06-30 $11,993,394 2,618,645
2023-03-31 $13,486,021 2,618,645
2022-12-31 $8,506,450 2,593,430