13F HOLDINGS REPORT
Eschler Asset Management LLP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000937
Total Value
$148.4M
Positions
57
Other Managers
1
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 92189F791 | 200,000 | $22.8M | 15.34% |
| 2 | ALAMOS GOLD INC NEW | AGI | 500,000 | $19.3M | 13.00% |
| 3 | NEWMONT CORP | NEMCL | 175,000 | $17.5M | 11.78% |
| 4 | I-80 GOLD CORP | IAUX-WT | 7,500,000 | $10.9M | 7.38% |
| 5 | HECLA MNG CO | 422704106 | 250,000 | $4.8M | 3.23% |
| 6 | VANGUARD INDEX FDS | 922908363 | 7,552 | $4.7M | 3.19% |
| 7 | VANGUARD STAR FDS | 921909768 | 62,218 | $4.7M | 3.16% |
| 8 | ALPHABET INC | GOOG | 14,690 | $4.6M | 3.11% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 48,682 | $3.8M | 2.59% |
| 10 | META PLATFORMS INC | META | 5,396 | $3.6M | 2.40% |
| 11 | SIBANYE STILLWATER LTD | SBYSF | 235,475 | $3.4M | 2.26% |
| 12 | NVIDIA CORPORATION | NVDA | 17,930 | $3.3M | 2.25% |
| 13 | KANZHUN LIMITED | BZ | 150,000 | $3.1M | 2.06% |
| 14 | IMMUNOCORE HLDGS PLC | IMCR | 80,000 | $2.8M | 1.87% |
| 15 | COEUR MNG INC | 192108504 | 128,690 | $2.3M | 1.55% |
| 16 | BROADCOM INC | AVGO | 6,449 | $2.2M | 1.50% |
| 17 | SSR MINING IN | SSRGF | 98,930 | $2.2M | 1.46% |
| 18 | B2GOLD CORP | BTG | 469,257 | $2.1M | 1.43% |
| 19 | ISHARES INC | 464286780 | 27,000 | $1.9M | 1.25% |
| 20 | FUTU HLDGS LTD | FUTU | 11,000 | $1.8M | 1.22% |
| 21 | HARMONY GOLD MINING CO LTD | HGMCF | 70,596 | $1.4M | 0.95% |
| 22 | ADVISORSHARES TR | 00768Y453 | 296,784 | $1.4M | 0.94% |
| 23 | IAMGOLD CORP | IAG | 84,717 | $1.4M | 0.94% |
| 24 | ENOVA INTL INC | 29357K103 | 8,812 | $1.4M | 0.93% |
| 25 | ARK ETF TR | 00214Q807 | 45,383 | $1.3M | 0.89% |
| 26 | ISHARES SILVER TR | SLV | 1,000 | $1.2M | 0.83% |
| 27 | NU HLDGS LTD | NU | 70,000 | $1.2M | 0.79% |
| 28 | KASPI KZ JSC | 48581R205 | 13,975 | $1.1M | 0.74% |
| 29 | BUILDERS FIRSTSOURCE INC | BLDR | 9,660 | $993,917 | 0.67% |
| 30 | BOSTON BEER INC | SAM | 4,600 | $897,598 | 0.61% |
| 31 | HCA HEALTHCARE INC | HCA | 1,910 | $891,703 | 0.60% |
| 32 | NATURAL RESOURCE PARTNERS L | 63900P608 | 8,000 | $835,200 | 0.56% |
| 33 | ALAMOS GOLD INC NEW | AGI | 21,620 | $834,100 | 0.56% |
| 34 | BLACKROCK INC | BLK | 762 | $815,599 | 0.55% |
| 35 | HESAI GROUP | HSIGF | 33,000 | $739,200 | 0.50% |
| 36 | MERCADOLIBRE INC | MELI | 364 | $733,016 | 0.49% |
| 37 | VALARIS LTD | VAL-WT | 14,300 | $720,720 | 0.49% |
| 38 | TRANSOCEAN LTD | RIG | 144,000 | $594,720 | 0.40% |
| 39 | GDS HLDGS LTD | GDHLF | 16,300 | $568,870 | 0.38% |
| 40 | ROBLOX CORP | RBLX | 6,850 | $555,056 | 0.37% |
| 41 | SEABRIDGE GOLD INC | SA | 18,000 | $532,620 | 0.36% |
| 42 | ROYAL GOLD INC | RGLD | 2,325 | $516,824 | 0.35% |
| 43 | FLUTTER ENTMT PLC | G3643J108 | 2,363 | $508,140 | 0.34% |
| 44 | PONY AI INC | PYAIF | 34,700 | $503,150 | 0.34% |
| 45 | AMAZON COM INC | AMZN | 2,173 | $501,639 | 0.34% |
| 46 | VALE S A | VALE | 35,000 | $456,050 | 0.31% |
| 47 | WOODWARD INC | WWD | 1,460 | $441,387 | 0.30% |
| 48 | SEA LTD | SE | 3,400 | $433,738 | 0.29% |
| 49 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 5,679 | $431,093 | 0.29% |
| 50 | FIRST SOLAR INC | FSLR | 1,604 | $419,013 | 0.28% |
| 51 | HUT 8 CORP | HUT | 8,990 | $413,001 | 0.28% |
| 52 | CRONOS GROUP INC | CRON | 143,998 | $378,715 | 0.26% |
| 53 | PERPETUA RESOURCES CORP | PPTA | 15,000 | $363,150 | 0.24% |
| 54 | ATRENEW INC | RERE | 62,300 | $330,190 | 0.22% |
| 55 | VOX ROYALTY CORP | VOXR | 64,200 | $304,308 | 0.21% |
| 56 | MICRON TECHNOLOGY INC | MU | 1,000 | $285,410 | 0.19% |
| 57 | NOAH HLDGS LTD | NOAH | 24,600 | $246,984 | 0.17% |