Telemark Asset Management, LLC

Position in FNV — FRANCO NEVADA Corp

CIK 1420816 BOSTON, MA

Position in FNV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$20,844,000

-$3,861,000 QoQ

Shares Held

100,000

0.0% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#113

of 658 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Telemark Asset Management, LLC holds $20,844,000 across 1 Gold name. FNV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FNV	FRANCO NEVADA Corp This page	100,000	$20,844,000

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,844,000	100,000	0.0%	Shares	Sole	2026-08-10
2026-03-31	$24,705,000	100,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$20,728,000	100,000	-33.3%	Shares	Sole	2026-02-11
2025-09-30	$33,436,500	150,000	+50.0%	Shares	Sole	2025-11-10
2025-06-30	$16,392,000	100,000	0.0%	Shares	Sole	2025-08-12
2025-03-31	$15,756,000	100,000	+100.0%	Shares	Sole	2025-05-12
2024-09-30	$6,212,500	50,000	+66.7%	Shares	Sole	2024-11-12
2024-06-30	$3,555,600	30,000	-83.3%	Shares	Sole	2024-08-09
2023-09-30	$24,028,200	180,000	-20.0%	Shares	Sole	2023-11-09
2023-06-30	$32,085,000	225,000	-10.0%	Shares	Sole	2023-08-10
2023-03-31	$36,450,000	250,000	+13.6%	Shares	Sole	2023-05-11
2022-12-31	$30,025,600	220,000	-4.3%	Shares	Sole	2023-02-10
2022-09-30	$27,480,400	230,000	-17.9%	Shares	Sole	2022-11-10
2022-06-30	$36,842,400	280,000	-3.4%	Shares	Sole	2022-08-11
2022-03-31	$46,260,800	290,000	+16.0%	Shares	Sole	2022-05-11
2021-12-31	$34,572,500	250,000	+1150.0%	Shares	Sole	2022-02-10
2021-06-30	$2,901,400	20,000	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.