StockDriftsStockDriftsTop 50 Euro Pacific Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | 7.38% | 444.3K | $90.2M | -0.30%(-1.34K) | $54.98(+241.21%) | 2026-09-30 | |
| B | BARRICK MNG CORP | 5.47% | 1.49M | $66.9M | -0.68%(-10.21K) | $19.98(+102.40%) | 2026-09-30 | |
| FNV | FRANCO NEV CORP | 5.43% | 251.9K | $66.4M | +1.09%(+2.73K) | $122.33(+97.48%) | 2026-09-30 | |
| PAAS | PAN AMERN SILVER CORP | 5.25% | 1.24M | $64.1M | -0.15%(-1.82K) | $19.91(+123.19%) | 2026-09-30 | |
| MTA | METALLA RTY & STREAMING LTD | 5% | 5.83M | $61.1M | -0.21%(-12.10K) | $4.67(+69.17%) | 2026-09-30 | |
| NEM | NEWMONT CORP | 4.75% | 457.9K | $58.1M | +53.35%(+159.32K) | $64.09(+84.14%) | 2026-09-30 | |
| FSM | FORTUNA MNG CORP | 4.44% | 4.49M | $54.3M | -0.19%(-8.36K) | $3.61(+193.03%) | 2026-09-30 | |
| EQX | EQUINOX GOLD CORP | 4.4% | 4.18M | $53.8M | +66.94%(+1.68M) | $9.41(+17.86%) | 2026-09-30 | |
| BTG | B2GOLD CORP | 3.81% | 8.49M | $46.6M | +4.21%(+342.96K) | $3.69(+41.33%) | 2026-09-30 | |
| RGLD | ROYAL GOLD INC | 3.73% | 174.2K | $45.6M | +5.25%(+8.69K) | $145.07(+62.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.58% | +143.75% | +17.40% | +123.00% |
| Top 20 Holdings Unweighted | +32.53% | +132.77% | +16.28% | +112.62% |
Euro Pacific Asset Management LLC reports $1.22B in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are AEM (7.4%), B (5.5%) and FNV (5.4%). The top 20 holdings account for 74.64% of reported assets. Its disclosed equity book has returned +143.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Euro Pacific Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1796651). View Euro Pacific Asset Management LLC’s 13F filings on SEC