Position in LODE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$166,568
-$77,804 QoQ
Shares Held
40,041
-50.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in LODE Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $248,100,341 across 17 Other Precious Metals & Mining names. LODE ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HL |
Hecla Mining Co/De/
|
4,925,630 | $76,002,464 | |
| 2 | BVN |
Buenaventura Mining Co Inc
|
1,521,595 | $44,567,510 | |
| 3 | SBSW |
Sibanye Stillwater Ltd
|
4,576,952 | $38,858,318 | |
| 4 | TFPM |
Triple Flag Precious Metals Corp.
|
1,123,761 | $33,679,113 | |
| 5 | PPTA |
Perpetua Resources Corp.
|
812,739 | $16,872,459 | |
| 6 | MUX |
McEwen Inc.
|
764,429 | $13,859,094 | |
| 7 | SLSR |
Solaris Resources Inc.
|
1,039,048 | $8,707,220 | |
| 8 | ASM |
Avino Silver & Gold Mines Ltd
|
945,026 | $5,991,463 |
All Filings in LODE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,568 | 40,041 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $244,372 | 80,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $213,860 | 56,878 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,166,489 | 341,079 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $60,640 | 16,000 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,803 | 8,116 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $83,696 | 104,620 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $37,642 | 80,091 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $11,202 | 70,015 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $17,285 | 48,015 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $26,408 | 48,015 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,156 | 15,015 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $9,573 | 13,115 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,459 | 13,115 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $872 | 3,116 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,412 | 3,365 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,067 | 3,336 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $486,669 | 291,419 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,338,815 | 1,037,842 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $146,369 | 54,820 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $198,996 | 54,820 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $207,565 | 45,320 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,204 | 14,620 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,929 | 10,120 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $114 | 120 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49 | 120 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||