Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nokomis Capital, L.L.C. (CIK 1541055) reported $348.6M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAUX ($33.7M, 9.67%), CDE ($31.2M, 8.95%), LAD ($18.8M, 5.39%), DIA ($18.0M, 5.17%), ASTS ($16.6M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAUX | I-80 GOLD CORP | $33.7M | 9.67% | 22.2M | Trimmed |
| 2 | CDE | COEUR MNG INC | $31.2M | 8.95% | 1.7M | Added |
| 3 | LAD | LITHIA MTRS INC | $18.8M | 5.39% | 75,241 | Added |
| 4 | DIA | STATE STR SPDR DOW JONES IND | $18.0M | 5.17% | 38,880 | Trimmed |
| 5 | ASTS | AST SPACEMOBILE INC | $16.6M | 4.75% | 199,800 | Added |
| 6 | MGM | MGM RESORTS INTERNATIONAL | $15.5M | 4.45% | 419,339 | Trimmed |
| 7 | NXE | NEXGEN ENERGY LTD | $15.0M | 4.31% | 1.3M | Trimmed |
| 8 | IAUX | I-80 GOLD CORP | $12.3M | 3.54% | 12.9M | Trimmed |
| 9 | AR | ANTERO RESOURCES CORP | $11.8M | 3.38% | 277,302 | Trimmed |
| 10 | BZH | BEAZER HOMES USA INC | $11.6M | 3.31% | 600,677 | Trimmed |
| 11 | GFR | GREENFIRE RES LTD NEW | $11.1M | 3.18% | 1.8M | Trimmed |
| 12 | PSLV | SPROTT ASSET MANAGEMENT LP | $10.2M | 2.93% | 419,082 | Hold |
| 13 | DC | DAKOTA GOLD CORP | $10.1M | 2.90% | 2.0M | Added |
| 14 | ITRG | INTEGRA RES CORP | $9.7M | 2.77% | 3.5M | New |
| 15 | HBM | HUDBAY MINERALS INC | $9.5M | 2.72% | 453,745 | Trimmed |
| 16 | SPPP | SPROTT ASSET MANAGEMENT LP | $8.5M | 2.44% | 546,814 | Trimmed |
| 17 | SCVL | SHOE CARNIVAL INC | $8.4M | 2.41% | 537,845 | Trimmed |
| 18 | OVV | OVINTIV INC | $7.9M | 2.25% | 132,252 | Added |
| 19 | MFGCF | MAYFAIR GOLD CORP | $7.5M | 2.16% | 2.4M | New |
| 20 | GDX | VANECK ETF TRUST | $7.1M | 2.03% | 76,971 | Trimmed |
| 21 | KREF | KKR REAL ESTATE FIN TR INC | $6.9M | 1.97% | 1.1M | Added |
| 22 | ODV | OSISKO DEVELOPMENT CORP | $6.5M | 1.86% | 2.0M | Hold |
| 23 | SILJ | AMPLIFY ETF TR | $6.4M | 1.83% | 215,126 | Trimmed |
| 24 | APLE | APPLE HOSPITALITY REIT INC | $4.7M | 1.34% | 405,027 | Trimmed |
| 25 | CVE | CENOVUS ENERGY INC | $4.6M | 1.33% | 174,700 | New |
Source: SEC Form 13F filings · as of 2026-03-31