Parvin Asset Management, LLC

CIK: 0002056764Latest portfolio: $125.9M · Q4 2025

Holdings

310

Total Value

$125.9M

New Positions

63

Closed Positions

38

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
24,325$6.6M5.25%-200
2
NEMNEWMONT CORP
38,830$3.9M3.08%-3,915
3
HLHECLA MNG CO
199,175$3.8M3.04%-39,375
4
AEMAGNICO EAGLE MINES LTD F
20,045$3.4M2.70%-60
5
EDRENDEAVOUR SILVER CORP F
322,575$3.0M2.41%+450
6
MSFTMICROSOFT CORP
5,720$2.8M2.20%-827
7
OROR ROYALTIES
68,750$2.4M1.93%NEW
8
RGLDROYAL GOLD INC
10,512$2.3M1.86%+97
9
SPYState Street Global Advisors SPDR Trust
1,143$2.2M1.74%-19Put
10
CDECOEUR MNG INC
108,606$1.9M1.54%-500
11
RTXRTX CORP
10,140$1.9M1.48%-2,160
12
AMGNAMGEN INC
5,644$1.8M1.47%+170
13
KGCKINROSS GOLD CORP F
63,225$1.8M1.41%-75
14
PAASPAN AMERN SILVER CORP F
34,359$1.8M1.41%+50
15
LKQ1LKQ CORP
57,660$1.7M1.38%+20K
16
SVMSILVERCORP METALS INC F
204,050$1.7M1.35%-3,550
17
NGDNew Gold Inc
191,350$1.7M1.32%-2,000
18
EQXEQUINOX GOLD CORP F
118,491$1.7M1.32%+266
19
CLXCLOROX CO
16,030$1.6M1.28%+12K
20
BBARRICK MNG CORP F
33,385$1.5M1.15%+225
21
WPMWHEATON PRECIOUS METAL F
11,925$1.4M1.11%+75
22
EOGEOG RES INC
13,015$1.4M1.09%+11K
23
AGFIRST MAJESTIC SILVER F
81,350$1.4M1.08%+475
24
AGIALAMOS GOLD INC NEW FCLASS A
34,765$1.3M1.07%+175
25
TFPMTRIPLE FLAG PRECIOUS M F
39,165$1.3M1.03%+225

Quarterly Changes

New Positions

Closed Positions

  • OR ROYALTIESCLOSED
    $3.4B
  • MELICLOSED
    $1.2B
  • AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSCLOSED
    $769.4M
  • GPRKCLOSED
    $408.5M
  • WYCLOSED
    $205.0M
  • CHRWCLOSED
    $179.5M
  • RKLBCLOSED
    $178.5M
  • BCECLOSED
    $178.3M
  • LANDCLOSED
    $166.7M
  • ULCLOSED
    $165.1M

Increased Positions

NameSharesChange
NOV63K+41K
CVGW46K+20K
LKQ158K+20K
CPB29K+16K
RGR33K+12K
PK9K+8K
IP8K+7K
BAC29K+7K
BMY19K+6K
SKM38K+5K

Decreased Positions

NameSharesChange
HL199K-39375
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS23K-11450
FPI14K-10250
PPC500-6225
PCH2K-6195
MCY2K-4320
INGR4K-4165
NEM39K-3915
EMR1K-3610
SVM204K-3550

Sector Breakdown

Financial Services0.0% ($2.1911191104659945e+104T)
Basic Materials0.0% ($3.877382233982433e+102T)
Industrials0.0% ($1.8591115109296994e+86T)
Consumer Defensive0.0% ($1.6161004933877862e+83T)
Unknown0.0% ($3.0321741106710143e+72T)
Technology0.0% ($6.61227661258101e+62T)
Healthcare0.0% ($1.847111710148288e+49T)
Consumer Cyclical0.0% ($1.1671011737442394e+39T)
Energy0.0% ($1.3661167980875797e+37T)
Communication Services0.0% ($105278317115314307072.0T)
Real Estate0.0% ($8892051319995.8T)
Utilities0.0% ($702.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$125.9M310
Q3 2025Nov 17, 2025$114.5B287
Q2 2025Aug 14, 2025$99.5B291
Q1 2025May 15, 2025$91.3B349
Q4 2024Feb 14, 2025$94.7B347

Fund Information

CIK0002056764
Most Recent FilingFeb 17, 2026
Number of Filings5

Parvin Asset Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $125.9M across 310 holdings. The largest position is APPLE INC (AAPL), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 66 new positions and closed 43 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.