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.
U S GLOBAL INVESTORS INC (CIK 754811) reported $857.6M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DAL ($77.9M, 9.08%), UAL ($72.2M, 8.42%), AAL ($69.1M, 8.06%), LUV ($62.7M, 7.31%), JBLU ($24.5M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DAL | DELTA AIR LI | $77.9M | 9.08% | 1.2M | Trimmed |
| 2 | UAL | UNITED AIRLINES | $72.2M | 8.42% | 784,599 | Trimmed |
| 3 | AAL | AMERICAN AIRLINE | $69.1M | 8.06% | 6.4M | Added |
| 4 | LUV | SOUTHWEST AIR | $62.7M | 7.31% | 1.7M | Trimmed |
| 5 | JBLU | JETBLUE AIRWAYS | $24.5M | 2.86% | 5.5M | Added |
| 6 | ALGT | ALLEGIANT TRAVEL | $24.2M | 2.83% | 299,225 | Added |
| 7 | ULCC | FRONTIER GROUP H | $23.9M | 2.79% | 6.8M | Added |
| 8 | SKYW | SKYWEST INC | $23.7M | 2.76% | 257,593 | Added |
| 9 | ALK | ALASKA AIR GROUP | $21.9M | 2.56% | 596,572 | Added |
| 10 | FNV | FRANCO NEV CORP | $20.9M | 2.43% | 84,410 | Trimmed |
| 11 | RGLD | ROYAL GOLD INC | $20.7M | 2.41% | 81,240 | Trimmed |
| 12 | OR | OR ROYALTIES INC | $20.3M | 2.37% | 534,625 | Added |
| 13 | IAG | IAMGOLD CORP | $18.3M | 2.13% | 971,581 | Added |
| 14 | CDE | COEUR MINING INC | $15.6M | 1.82% | 829,850 | Added |
| 15 | TRIP | TRIPADVISOR INC | $14.6M | 1.71% | 1.4M | Added |
| 16 | GFI | GOLD FIELDS LTD | $14.4M | 1.67% | 316,358 | Added |
| 17 | EXPE | EXPEDIA GROUP IN | $12.9M | 1.51% | 56,029 | Trimmed |
| 18 | BKNG | BOOKING HOLDINGS | $12.7M | 1.48% | 3,008 | Trimmed |
| 19 | AU | ANGLOGOLD ASHANT | $12.7M | 1.48% | 130,445 | Added |
| 20 | BA | BOEING CO/THE | $12.5M | 1.45% | 62,592 | Trimmed |
| 21 | GD | GENERAL DYNAMICS | $12.4M | 1.44% | 36,097 | Trimmed |
| 22 | TXT | TEXTRON INC | $12.3M | 1.43% | 139,954 | Trimmed |
| 23 | AEM | AGNICO EAGLE MIN | $12.0M | 1.40% | 59,133 | Added |
| 24 | SABR | SABRE CORP | $10.9M | 1.27% | 7.5M | Trimmed |
| 25 | USAS | AMERICAS GOLD AN | $9.4M | 1.10% | 1.8M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31