Electrum Group LLC 13F holdings
Electrum Group LLC reported 10 positions with a total reported value of $3.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: SIND SINDA LTD (43.6%), SUNSHINE SILVER MNG & REFNG (33.3%), NG NOVAGOLD RESOURCES INC (16.4%), TMQ TRILOGY METALS INC NEW (3.3%), THM INTERNATIONAL TOWER HILL MIN (1.9%). Against 2026-03-31 it opened 2 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
10 largest of 10 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SIND SINDA LTD | 122,953,908 | $1.5B | 43.6% |
| SUNSHINE SILVER MNG & REFNG | 85,364,838 | $1.1B | 33.3% |
| NG NOVAGOLD RESOURCES INC | 92,902,813 | $554.6M | 16.4% |
| TMQ TRILOGY METALS INC NEW | 31,604,741 | $110.9M | 3.3% |
| THM INTERNATIONAL TOWER HILL MIN | 31,918,825 | $63.5M | 1.9% |
| AMPLIFY ETF TR | 777,615 | $20.2M | 0.6% |
| GLOBAL X FDS | 251,009 | $19.4M | 0.6% |
| HL HECLA MINING COMPANY | 356,251 | $5.5M | 0.2% |
| PAAS PAN AMERN SILVER CORP | 92,130 | $4.1M | 0.1% |
| COEUR MNG INC | 200,315 | $3.3M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SIND SINDA LTD | 122,953,908 | $1.5B | 43.6% |
| SUNSHINE SILVER MNG & REFNG | 85,364,838 | $1.1B | 33.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
No position was decreased.
CIK 1565641 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
