Electrum Group LLC
Top Portfolio Positions
6 positions ·
$1,036,571,506 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NG |
Novagold Resources Inc
Basic Materials
|
92,902,813 | $834,267,260 | 80.48% | |
| TMQ |
Trilogy Metals Inc.
Basic Materials
|
31,604,741 | $113,461,020 | 10.95% | |
| THM |
International Tower Hill Mines Ltd
Basic Materials
|
31,918,825 | $73,413,297 | 7.08% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
356,251 | $6,636,956 | 0.64% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
92,130 | $5,033,061 | 0.49% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
200,315 | $3,759,912 | 0.36% |
Portfolio Trend
2 quarters · across all stocks
Holdings in THM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,413,297 | 31,918,825 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $53,504,149 | 28,765,672 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||