RCF Management L.L.C.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), RCF Management L.L.C. reported 1 stock position worth $102.9 million. Its top holding was Iamgold (IAG) at 100.0% of the portfolio. Compared with Q4 2024, it reduced 1. The biggest sale was Iamgold (IAG, shares −34%).

Most Recent 13F
Q4 2025
Location
Denver, CO
CIK
0001546773
Portfolio Value
$102.9M (Q1 2025)
SEC Filing
0001172661-25-001853 ↗ filed May 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $128.2M Q4 2024 Q1 2025: $102.9M $102.9M Q1 2025 Q2 2025: $0 Q2 2025 Q3 2025: $0 Q3 2025 Q4 2025: $0 Q4 2025

Holdings 1 stocks · $102.9M

IAG Iamgold Corp. 100.00% 16,456,570 $102.9M Reduce -33.8%

Portfolio Sells Q4 2024 → Q1 2025

IAG Iamgold Corp. Reduce -33.8% 100.00% 0.00

Portfolio Buys Q4 2024 → Q1 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 0$0
Q3 2025 0$0
Q2 2025 0$0
Q1 2025 1$102.9MIAG
Q4 2024 1$128.2MIAG