Electrum Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Electrum Group LLC reported 10 stock positions worth $3.4 billion. Its top holding was Sinda (SIND) at 43.6% of the portfolio, followed by Sunshine Silver Mining & Ref (SSMR, 33.3%) and Novagold Resources (NG, 16.4%). Compared with Q1 2026, it opened 2 new positions. The biggest buy was a new position in Sinda (SIND).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001565641
- Portfolio Value
- $3.4B (Q2 2026)
- SEC Filing
- 0001565641-26-000009 ↗ filed Aug 10, 2026
Holdings Value
Holdings 10 stocks · $3.4B
| SIND Sinda Ltd. | 43.58% | 122,953,908 | $1.5B | New |
| SSMR Sunshine Silver Mining & Ref | 33.33% | 85,364,838 | $1.1B | New |
| NG Novagold Resources Inc. | 16.38% | 92,902,813 | $554.6M | No change |
| TMQ Trilogy Metals Inc. | 3.28% | 31,604,741 | $110.9M | No change |
| THM Intl Tower Hill Mines Ltd. filed as INTERNATIONAL TOWER HILL MIN | 1.88% | 31,918,825 | $63.5M | No change |
| SILJ Amplify Junior Silver Miners | 0.60% | 777,615 | $20.2M | No change |
| SIL Global X Silver Miners ETF | 0.57% | 251,009 | $19.4M | No change |
| HL Hecla Mining Co. | 0.16% | 356,251 | $5.5M | No change |
| PAAS Pan American Silver Corp. | 0.12% | 92,130 | $4.1M | No change |
| CDE Coeur Mining Inc. | 0.10% | 200,315 | $3.3M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||