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Portfolio (Quarterly) Guide ↗

Electrum Group LLC

· CIK 0001565641
13F Portfolio $1.1B AUM 8 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THM INTERNATIONAL TOWER HILL MIN Basic Materials 31,918,825.0 $73.4M 6.78% +3.2M +11.0% $2.30 +9.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 100.0%