Eschler Asset Management LLP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$148.4M
Holdings
56
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDXJVANECK ETF TRUST | 200,000 | $22.8M | 15.34% | |
| 2 | AGIALAMOS GOLD INC NEW | 521,620 | $20.1M | 13.56% | |
| 3 | NEMNEWMONT CORP | 175,000 | $17.5M | 11.78% | |
| 4 | IAUI-80 GOLD CORP | 7,500,000 | $10.9M | 7.38% | |
| 5 | HLHECLA MNG CO | 250,000 | $4.8M | 3.23% | |
| 6 | VOOVANGUARD INDEX FDS | 7,552 | $4.7M | 3.19% | |
| 7 | VXUSVANGUARD STAR FDS | 62,218 | $4.7M | 3.16% | |
| 8 | GOOGALPHABET INC | 14,690 | $4.6M | 3.11% | |
| 9 | BSVVANGUARD BD INDEX FDS | 48,682 | $3.8M | 2.59% | |
| 10 | METAMETA PLATFORMS INC | 5,396 | $3.6M | 2.40% | |
| 11 | SBSWSIBANYE STILLWATER LTD | 235,475 | $3.4M | 2.26% | |
| 12 | NVDANVIDIA CORPORATION | 17,930 | $3.3M | 2.25% | |
| 13 | BZKANZHUN LIMITED | 150,000 | $3.1M | 2.06% | |
| 14 | IMCRIMMUNOCORE HLDGS PLC | 80,000 | $2.8M | 1.87% | |
| 15 | CDECOEUR MNG INC | 128,690 | $2.3M | 1.55% | |
| 16 | AVGOBROADCOM INC | 6,449 | $2.2M | 1.50% | |
| 17 | SSRMSSR MINING IN | 98,930 | $2.2M | 1.46% | |
| 18 | BTOB2GOLD CORP | 469,257 | $2.1M | 1.43% | |
| 19 | EZAISHARES INC | 27,000 | $1.9M | 1.25% | |
| 20 | FUTUFUTU HLDGS LTD | 11,000 | $1.8M | 1.22% | |
| 21 | HAMHARMONY GOLD MINING CO LTD | 70,596 | $1.4M | 0.95% | |
| 22 | MSOSADVISORSHARES TR | 296,784 | $1.4M | 0.94% | |
| 23 | IMGIAMGOLD CORP | 84,717 | $1.4M | 0.94% | |
| 24 | ENVAENOVA INTL INC | 8,812 | $1.4M | 0.93% | |
| 25 | ARKXARK ETF TR | 45,383 | $1.3M | 0.89% | |
| 26 | SLVISHARES SILVER TR | 1,000 | $1.2M | 0.83% | Call |
| 27 | NUNU HLDGS LTD | 70,000 | $1.2M | 0.79% | |
| 28 | KSPIKASPI KZ JSC | 13,975 | $1.1M | 0.74% | |
| 29 | BLDRBUILDERS FIRSTSOURCE INC | 9,660 | $993K | 0.67% | |
| 30 | SAMBOSTON BEER INC | 4,600 | $897K | 0.60% | |
| 31 | HCAHCA HEALTHCARE INC | 1,910 | $891K | 0.60% | |
| 32 | NRPNATURAL RESOURCE PARTNERS L | 8,000 | $835K | 0.56% | |
| 33 | BLKBLACKROCK INC | 762 | $815K | 0.55% | |
| 34 | HSAIHESAI GROUP | 33,000 | $739K | 0.50% | |
| 35 | MLB1MERCADOLIBRE INC | 364 | $733K | 0.49% | |
| 36 | VALVALARIS LTD | 14,300 | $720K | 0.49% | |
| 37 | RIGTRANSOCEAN LTD | 144,000 | $594K | 0.40% | |
| 38 | GDSGDS HLDGS LTD | 16,300 | $568K | 0.38% | |
| 39 | RBLXROBLOX CORP | 6,850 | $555K | 0.37% | |
| 40 | SEASEABRIDGE GOLD INC | 18,000 | $532K | 0.36% | |
| 41 | RGLDROYAL GOLD INC | 2,325 | $516K | 0.35% | |
| 42 | FLUTFLUTTER ENTMT PLC | 2,363 | $508K | 0.34% | |
| 43 | PONYPONY AI INC | 34,700 | $503K | 0.34% | |
| 44 | AMZNAMAZON COM INC | 2,173 | $501K | 0.34% | |
| 45 | VALEVALE S A | 35,000 | $456K | 0.31% | |
| 46 | WWDWOODWARD INC | 1,460 | $441K | 0.30% | |
| 47 | SESEA LTD | 3,400 | $433K | 0.29% | |
| 48 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 5,679 | $431K | 0.29% | |
| 49 | FSLRFIRST SOLAR INC | 1,604 | $419K | 0.28% | |
| 50 | HUTHUT 8 CORP | 8,990 | $413K | 0.28% | |
| 51 | CRONCRONOS GROUP INC | 143,998 | $378K | 0.25% | |
| 52 | PPTAPERPETUA RESOURCES CORP | 15,000 | $363K | 0.24% | |
| 53 | REREATRENEW INC | 62,300 | $330K | 0.22% | |
| 54 | VOXRVOX ROYALTY CORP | 64,200 | $304K | 0.20% | |
| 55 | MUMICRON TECHNOLOGY INC | 1,000 | $285K | 0.19% | |
| 56 | NOAHNOAH HLDGS LTD | 24,600 | $246K | 0.17% |