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Precious Metals
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 | View | Gold, Value, Precious Metals, Materials | 6586.T, AENA.MC, AMS.JO, BAYN.DE, BLU.JO, CGR.JO, COH.JO, DGE.L, HAR.JO, JD, KSPI.L, MTN.JO, SLV, TBS.JO, YRK.JO | gold, Long/Short, materials, Mining, Precious Metals, South Africa, value | |
| 2025 Q4 | Jan 27, 2026 |
Gate City Capital Michael Melby
|
View | Media, Real Estate, Precious Metals, Coal, Fertilizers, Trucking | 1211.SR, ALCO, APP, BTU, DSP, EVC, HTLD, IPI, JAKK, MOS, TTD, XOM | Agriculture, energy, Media, Precious Metals, real estate, small caps, value |
| 2025 Q4 | Jan 11, 2026 |
MJG Capital Fund, LP Matt Geiger
|
View | Precious Metals, Copper, Critical Minerals, Prospect Generation | ALS.TO, BRVO.TO, ELE.TO, KLD.TO, KRY.TO, LRA.TO, RDG.TO | commodities, Copper, Critical Minerals, Exploration, Mining, natural resources, Precious Metals |
| 2025 Q4 | Feb 3, 2026 |
Praetorian Capital Management Harris "Kuppy" Kupperman
|
View | Emerging markets, Precious Metals, Capital Markets, Refiners | JOE, MRX | Capital markets, Dollar, emerging markets, inflation, Precious Metals, real estate, Refiners, value |
| 2025 Q4 | Jan 14, 2026 |
Jemekk Hedge Fund Gerard Ferguson
|
View | Energy, Precious Metals, Infrastructure Spending, Defense Spending, Canada | CNQ.TO, EIF.TO, FFH.TO, GS, MEG.TO, RTX | aerospace, Canada, commodities, defense, energy, infrastructure, Precious Metals, Resources |
| 2025 Q4 | Jan 15, 2026 |
ROCKLINC Partners Fund Jonathan Wellum
|
View | Uranium, Gold, Value, Precious Metals, Silver, ETFs | AAPL, ACA, AEM.TO, AMZN, APG, BIP.TO, BN.TO, BUR.L, CCO.TO, CSL, DHR, FNV.TO, GROY, KNSL, KPG.AX, MELI, MKL, NOW, OR.V, PLD, RGLD, ROP, RPRX, SII.TO, TSU.TO, WPM.TO | active management, Canada, ETFs, gold, Precious Metals, Silver, uranium, value |
| 2025 Q3 | Oct 16, 2025 |
ROCKLINC Partners Fund Jonathan Wellum
|
View | Gold, Precious Metals | RGLD, SSL CN | gold, inflation hedge, Precious Metals, Royalty Companies, Value Investing |