Lisa Callicotte
@U S Global Investors Inc
Latest period2024 - Q3ReportedManaged Assets$1.039BTotal holdings130
Assets growth rate-1.5%Assets growth rate (2-Q avg)-7.37%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in U S Global Investors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 130 positions.
Assets under management
The assets under management (AUM) of U S Global Investors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.039B in assets, with a quarterly growth rate of -1.5% and a 2-quarter average growth rate of -7.37%. The portfolio is managed by Lisa Callicotte, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CGAUCenterra Gold In
| 0% | $6.941M 1.01M shares@ $6.88 avg price | Exited |
AZULAzul Sa-adr
| 0% | $4.325M 793,558 shares@ $5.45 avg price | Exited |
SBSWSibanye-sti-adr
| 0% | $3.23M 637,006 shares@ $5.07 avg price | Exited |
EQXEquinox Gold Corp
| 0% | $2.876M 550,000 shares@ $5.23 avg price | Exited |
UBSUbs Group Ag
| 0% | $2.009M 68,000 shares@ $29.54 avg price | Exited |
BXBlackstone Inc
| 0% | $1.523M 12,300 shares@ $123.8 avg price | Exited |
ORLAOrla Mining Ltd
| 0% | $1.282M 301,660 shares@ $4.25 avg price | Exited |
NCLHNorwegian Cruise Line Hldg L
| 0% | $1.109M 59,000 shares@ $18.79 avg price | Exited |
DECKDeckers Outdoor Corp
| 0% | $963,110 995 shares@ $967.95 avg price | Exited |
GATOGatos Silver Inc
| 0% | $939,600 90,000 shares@ $10.44 avg price | Exited |