Electrum Group LLC reported 7 positions worth $3.28B for the quarter ended Jun 30, 2026, up 240.8% on the prior quarter. It opened 2 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is Sinda Ltd. at 45% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SIND Sinda Ltd. | Basic Materials | 122.95M | $1.48B | 44.95% | +122.95M | – | New | 82.55% |
| 2 | SSMR Sunshine Silver Mining & Refining Co | Basic Materials | 85.36M | $1.13B | 34.38% | +85.36M | – | New | 59.39% |
| 3 | NG Novagold Resources Inc | Basic Materials | 92.90M | $554.63M | 16.9% | 0 | 0.0% | Unchanged | 21.17% |
| 4 | TMQ Trilogy Metals Inc. | Basic Materials | 31.60M | $110.93M | 3.38% | 0 | 0.0% | Unchanged | 18.3% |
| 5 | HL Hecla Mining Co | Basic Materials | 356.3K | $5.50M | 0.167% | 0 | 0.0% | Unchanged | 0.05% |
| 6 | PAAS Pan American Silver Corp | Basic Materials | 92.1K | $4.13M | 0.126% | 0 | 0.0% | Unchanged | 0.02% |
| 7 | CDE Coeur Mining, Inc. | Basic Materials | 200.3K | $3.27M | 0.1% | 0 | 0.0% | Unchanged | 0.02% |
Tip. Select a row to see that position’s full history at Electrum.
As of its Q2 2026 13F filing, Electrum Group LLC’s five largest positions were Sinda Ltd. (SIND) at 45.0%, Sunshine Silver Mining & Refining Co (SSMR) at 34.4%, Novagold Resources Inc (NG) at 16.9%, Trilogy Metals Inc. (TMQ) at 3.4%, Hecla Mining Co (HL) at 0.2% of the reported portfolio.
Electrum Group LLC reported a 13F portfolio worth $3.28B across 7 positions for Q2 2026. That is up 240.8% from the previous quarter.
Its largest purchases by value were Sinda Ltd. ($1.48B), Sunshine Silver Mining & Refining Co ($1.13B). It opened 2 new positions.
From the Form 13F-HR reports Electrum Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.