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Extract Advisors LLC

SEC CIK
0001703148
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.

Institution overview
Positions
19
No filing for Q3 2025
Portfolio value
$183.1M
No filing for Q3 2025
Filed
Feb 13, 2026
SEC

Extract Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Extract Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RGLDRoyal Gold IncStock146,731$32.6M17.8%––History
ELEElemental Royalty CorpCOM NEW1,708,292$28.9M15.8%––History
IAGIamgold CorpCOM1,232,612$20.3M11.1%––History
EGOEldorado Gold CorpCOM402,584$14.5M7.9%––History
BBarrick Mining CorpStock275,000$12.0M6.5%––History
HCCWarrior Met Coal, Inc.COM98,978$8.73M4.8%––History
CGAUCenterra Gold Inc.COM605,600$8.72M4.8%––History
WPMWheaton Precious Metals Corp.COM71,599$8.41M4.6%––History
NXENexGen Energy Ltd.COM902,505$8.30M4.5%––History
OROR Royalties Inc.COM SHS195,657$6.93M3.8%––History
PPTAPerpetua Resources Corp.COM229,000$5.54M3.0%––History
AEMAgnico Eagle Mines LtdStock30,410$5.16M2.8%––History
DNNDenison Mines Corp.COM1,725,182$4.59M2.5%––History
VZLAVizsla Silver Corp.COM NEW775,430$4.25M2.3%––History
SLSRSolaris Resources Inc.Equities519,952$4.17M2.3%––History
MTAMetalla Royalty & Streaming Ltd.COM NEW456,339$3.55M1.9%––History
VOXRVox Royalty Corp.COM652,114$3.09M1.7%––History
NEXMNexMetals Mining Corp.COM NEW747,000$2.92M1.6%––History
AECAnfield Energy Inc.COM NEW93,650$480.4K0.3%––History

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Extract Advisors LLC in Q4 2025
SecurityClassPutsCalls
SLViShares Silver TrustETF$147.5M–
HYMCHycroft Mining Holding CorpCL A NEW$20.7M–
UECUranium Energy CorpCOM–$16.2M
EUenCore Energy Corp.COM NEW–$14.8M
EQXEquinox Gold Corp.COM–$3.37M