NAMM · Namib Minerals · Holdings

$0.80 -0.02 (-2.77%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript

Market Cap

$44.68M

55.85M

Volume · Nov 6 990.78K Avg daily vol (3M) 1.07M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of NAMM: 13F, 13D and 13G, insiders and funds →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 33

Total Value: $3,682,893

Total Shares: 9,185,651

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 32 13F filers

Top Holder

38.7%

of institutional value

Top 5

67.1%

of institutional value

Top 10

83.8%

of institutional value

HHI

1,787

Moderately concentrated

Who Holds NAMM

Last 6 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 31 filers, like-for-like change -5.7%; actively managed books -4.9%; index-like books -98.7%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	43.6%	11	-10.5%	2	4
Exempt adviser	4.8%	1	0.0%	0	0
Adviser	3.3%	1	0.0%	0	0
Bank	2.1%	4	-8.9%	0	0
Non-US	1.7%	2	+0.1%	0	0
Holding company	0.0%	1	-98.1%	0	1
Broker-dealer	0.0%	0	—	0	0
Unknown	44.5%	11	-0.3%	3	5

Style	Share	Filers	Change	New	Exited
Index-like	0.0%	1	-98.7%	0	1
Systematic-like	29.3%	4	-3.1%	1	1
Concentrated	31.5%	6	-4.3%	0	2
Diversified active	39.2%	20	-6.7%	4	6
Unknown	0.0%	0	—	0	0
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	0.1%	5	-84.9%	1	1
Medium turnover	38.7%	9	-3.4%	0	3
High turnover	50.5%	14	-7.4%	3	6
Unknown	10.7%	3	+0.8%	1	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	30.4%	9	-11.3%	3	3
Medium horizon	22.0%	5	-3.8%	1	2
Long horizon	15.3%	9	-4.2%	0	4
Unknown	32.4%	8	-2.1%	1	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	13.0%	9	-9.1%	3	2
$1B to $10B	56.0%	8	-5.4%	0	4
$10B to $100B	16.8%	6	-7.4%	1	3
$100B or more	14.2%	8	-1.7%	1	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	0.1%	1	new	1	0
Pooled investment vehicles	37.9%	8	-11.3%	1	3
Registered funds and BDCs	5.5%	1	-7.1%	0	1
Diversified	0.0%	1	0.0%	0	0
Charitable organizations	0.0%	0	—	0	0
Unknown	56.4%	20	-1.7%	3	6

Private funds	Share	Filers	Change	New	Exited
Hedge funds	43.4%	9	-10.0%	1	3
Private equity funds	0.0%	0	—	0	0
Private funds, type not stated	4.8%	1	0.0%	0	0
No private funds	0.1%	2	-70.2%	1	1
Other private funds	0.0%	0	—	0	0
Unknown	51.7%	19	-1.9%	3	6

Location	Share	Filers	Change	New	Exited
United States	76.2%	23	-5.8%	4	8
Outside the US	23.8%	8	-5.6%	1	2

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

13 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

—

a foreign private issuer reports ordinary shares, a different unit from the listed shares

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

a foreign private issuer reports ordinary shares, a different unit from the listed shares

Top 10 holders

100.0%

of 13F shares, Herfindahl 0.572

Active holders

-1.5%

like-for-like share change of active filers

5% stakes on record

3 13D, 1 13G (0 institutional, 0 passive, 1 exempt)

How long holders have held it value-weighted 4.4 quarters

Under 1 year 17.0% 1 to 3 years 83.0% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$2.03

estimated per share

Mar 31, 2026: $2.64

Quarter-end price

$1.88

implied by 13F values

Estimated gain or loss

-7.3%

price against the estimated cost

Estimated at a loss

100.0%

of costed 13F value

Estimated cost covers 17.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies NAMM's active holders also own, quarter ended Sep 30, 2025

#	Company	Shared holders	Similarity
1	RAIN Rain Enhancement Technologies Holdco, Inc.	3	0.600
2	MRNO Murano Global Investments Plc	3	0.548
3	EURK Eureka Acquisition Corp	3	0.359
4	CCCM Columbus Circle Capital Corp I Class A Ordinary Shares	3	0.263

Shareholder Targets

13F filers that own its peers but not NAMM, quarter ended Sep 30, 2025

Found through its holder-overlap peers: RAIN, MRNO, EURK, CCCM. 80 filers in all.

#	Filer	In peers	Of book	Largest peers
1	METEORA CAPITAL, LLC Adviser, Diversified active	$16,431,288 3 held	1.97%	CCCM, RAIN, EURK
2	Linden Advisors LP Registered adviser, Diversified active	$10,229,125 2 held	0.940%	CCCM, MRNO
3	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Non-US, Diversified active	$10,120,000 1 held	0.020%	CCCM
4	TENOR CAPITAL MANAGEMENT Co., L.P. Registered adviser, Diversified active	$7,590,000 1 held	0.830%	CCCM
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP Unknown, Diversified active	$6,655,789 2 held	0.010%	CCCM, RAIN
6	First Trust Capital Management L.P. Registered adviser, Diversified active	$6,643,142 1 held	0.530%	CCCM
7	Centiva Capital, LP Registered adviser, Systematic-like	$6,445,033 1 held	0.640%	CCCM
8	BERKLEY W R CORP Insurer, Diversified active	$6,416,944 2 held	0.430%	EURK, CCCM
9	BOOTHBAY FUND MANAGEMENT, LLC Registered adviser, Systematic-like	$5,676,495 2 held	0.150%	CCCM, EURK
10	MIZUHO SECURITIES USA LLC Unknown, Index-like	$5,384,285 2 held	0.110%	EURK, CCCM

Holder type: Registered adviser 13 Exempt adviser 1 Adviser 1 Bank 4 Non-US 2 Holding company 1 Unknown 11

Showing 36 of 36

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Polar Asset Management Partners Inc.

$1,078,950

29.30%

573,910

Atlas Merchant Capital LLC

$574,980

15.61%

600,000

Apollo Management Holdings, L.P. NAMMW

$300,137

8.15%

1,364,262

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Apollo Capital Management, L.P.	1,364,262	$300,137	100.0%	Defined

ARISTEIA CAPITAL, L.L.C. NAMMW

$231,353

6.28%

1,051,605

D. E. Shaw & Co., Inc. NAMMW

$217,800

5.91%

990,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	990,000	$217,800	100.0%	Defined

JANE STREET GROUP, LLC

$152,405

4.14%

81,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	51,100	$96,068	63.0%	Defined
Jane Street Global Trading, LLC	29,967	$56,337	37.0%	Defined

Polar Asset Management Partners Inc. NAMMW

$145,233

3.94%

660,154

Clear Street Group Inc. NAMMW

$129,163

3.51%

587,109

UBS Group AG

$125,553

3.41%

66,784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	62,888	$118,229	94.2%	Defined
UBS Switzerland AG	3,896	$7,324	5.8%	Defined

RIVERNORTH CAPITAL MANAGEMENT, LLC NAMMW

$98,138

2.66%

446,085

MILLENNIUM MANAGEMENT LLC NAMMW

$88,253

2.40%

401,154

LMR Partners LLP NAMMW

$85,622

2.32%

389,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LMR PARTNERS (DIFC) Ltd	389,194	$85,622	100.0%	Sole

Q Global Advisors, LLC NAMMW

$73,273

1.99%

333,060

Lineage Point Capital LP NAMMW

$59,159

1.61%

268,909

Shaolin Capital Management LLC NAMMW

$42,064

1.14%

191,200

WOLVERINE ASSET MANAGEMENT LLC NAMMW

$37,119

1.01%

346,911

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	346,911	$37,119	100.0%	Defined

Alberta Investment Management Corp NAMMW

$31,034

0.84%

141,065

Point72 Asset Management, L.P. NAMMW

$30,800

0.84%

140,000

Scientech Research LLC

$25,419

0.69%

13,521

Verdad Advisers, LP

$23,966

0.65%

12,748

TWO SIGMA INVESTMENTS, LP

$22,388

0.61%

11,909

TORONTO DOMINION BANK NAMMW

$22,000

0.60%

100,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES (USA) LLC	100,000	$22,000	100.0%	Defined

CSS LLC/IL NAMMW

$22,000

0.60%

100,000

Saba Capital Management, L.P. NAMMW

$18,365

0.50%

83,480

GEODE CAPITAL MANAGEMENT, LLC

$14,794

0.40%

15,438

Warberg Asset Management LLC NAMMW

$14,176

0.38%

132,494

READYSTATE ASSET MANAGEMENT LP NAMMW

$5,500

0.15%

25,000

CITIGROUP INC NAMMW

$5,350

0.15%

50,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	50,001	$5,350	100.0%	Defined

CITIGROUP INC

$3,833

0.10%

4,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,000	$3,833	100.0%	Defined

MORGAN STANLEY

$1,880

0.05%

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,000	$1,880	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$934

0.03%

497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	497	$934	100.0%	Sole

SBI Securities Co., Ltd.

$655

0.02%

684

UBS Group AG NAMMW

$481

0.01%

2,190

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	2,190	$481	100.0%	Defined

Caitong International Asset Management Co., Ltd

$56

0.00%

LONGFELLOW INVESTMENT MANAGEMENT CO LLC NAMMW

$32

0.00%

146

ROYAL BANK OF CANADA

$28

0.00%

Key facts CIK 2026514 CUSIP G63638103 13F (30d) 5 filings 5 filers Visit website Investor relations