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Portfolio (Quarterly) Guide ↗

SPROTT INC.

· CIK 0001512920
13F Portfolio $3.4B AUM 243 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 88 Added 74 Reduced 16 Exited
Page 4 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 THO THOR INDS INC Consumer Cyclical 105,000.0 $8.4M 0.24% +10K +10.5% $79.89 -2.6%
62 NXE NEXGEN ENERGY LTD Energy 706,863.0 $8.2M 0.24% +205K +41.0% $11.60 -14.3%
63 GBUG SPROTT FDS TR Financial Services 169,598.0 $7.7M 0.22% -14K -7.5% $45.44 -10.8%
64 SLB SLB LIMITED Energy 137,904.0 $7.1M 0.21% +33K +32.0% $51.39 +10.0%
65 MP MP MATERIALS CORP Basic Materials 143,952.0 $6.9M 0.20% +84K +141.1% $48.26 +18.8%
66 LANDBRIDGE COMPANY LLC 98,604.0 $6.8M 0.20% +13K +15.7% $69.05
67 DC DAKOTA GOLD CORP Basic Materials 1,232,916.0 $6.2M 0.18% +104K +9.2% $5.05 -1.7%
68 FRPH FRP HLDGS INC Real Estate 284,340.0 $6.2M 0.18% $21.88 +9.3%
69 PUT SELECT SECTOR SPDR TR 124,500.0 $6.1M 0.18% $49.37
70 GDX VANECK ETF TRUST 66,102.0 $6.1M 0.18% -342.0 -0.5% $91.77 -12.3%
71 UROY URANIUM RTY CORP Energy 1,618,470.0 $5.9M 0.17% $3.65 -18.6%
72 AMERICAS GOLD AND SILVER COR 1,091,502.0 $5.7M 0.17% -552K -33.6% $5.22
73 MMI MARCUS & MILLICHAP INC Real Estate 210,000.0 $5.6M 0.16% +40K +23.5% $26.59 +15.0%
74 VSH VISHAY INTERTECHNOLOGY INC Technology 300,000.0 $5.4M 0.16% $18.00 +232.1%
75 PUT AMPLIFY ETF TR 180,200.0 $5.4M 0.16% +157K +666.8% $29.72
76 DNN DENISON MINES CORP Energy 1,503,850.0 $5.3M 0.15% +408K +37.2% $3.53 -12.7%
77 HRB BLOCK H & R INC Consumer Cyclical 165,000.0 $5.2M 0.15% +115K +230.0% $31.74 +14.0%
78 VCSH VANGUARD SCOTTSDALE FDS 65,400.0 $5.2M 0.15% $79.27 -0.4%
79 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 61,182.0 $5.0M 0.14% +18K +42.6% $80.94 +4.7%
80 PBR PETROLEO BRASILEIRO S A Energy 229,835.0 $4.8M 0.14% NEW $20.75 -12.2%
Page 4 of 13  ·  243 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 55.5%
Financial Services 33.5%
Energy 7.7%
Consumer Cyclical 1.0%
Consumer Defensive 0.9%
Technology 0.8%
Real Estate 0.4%
Industrials 0.2%
Communication Services 0.0%
Healthcare 0.0%