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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

U S GLOBAL INVESTORS INC

Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001437749-25-012894

Total Value
$757.4M
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1SOUTHWEST AIR8447411082,664,510$89.5M11.81%
2DELTA AIR LIDAL1,800,245$78.5M10.36%
3AMERICAN AIRLINE02376R1027,181,246$75.8M10.00%
4UNITED AIRLINESUNTCW1,092,438$75.4M9.96%
5SKYWEST INCSKYW270,074$23.6M3.12%
6ALLEGIANT TRAVELALGT412,400$21.3M2.81%
7SUN COUNTRY HOLD8666831051,721,538$21.2M2.80%
8ALASKA AIR GROUPALK427,560$21.0M2.78%
9JETBLUE AIRWAYS4771431014,010,140$19.3M2.55%
10FRONTIER GROUP HULCC3,898,614$16.9M2.23%
11BOEING CO/THEBA-PA99,004$16.9M2.23%
12BOOKING HOLDINGSBKNG3,555$16.4M2.16%
13TRIPADVISOR INCTRIP1,117,375$15.8M2.09%
14GENERAL DYNAMICSGD57,780$15.7M2.08%
15EXPEDIA GROUP INEXPE93,639$15.7M2.08%
16TEXTRON INCTXT204,281$14.8M1.95%
17SABRE CORPSABR4,579,011$12.9M1.70%
18WHEATON PRECIOUSWPM137,078$10.6M1.41%
19FRANCO-NEVADA COFNV67,093$10.6M1.40%
20ROYAL GOLD INCRGLD63,027$10.3M1.36%
21MAKEMYTRIP LTDMMYT84,193$8.3M1.09%
22TRIP.COM GRO-ADRTRPCF120,993$7.7M1.02%
23ALAMOS GOLD INC NEWAGI260,000$7.0M0.92%
24RYANAIR HLDG-ADRRYAOF158,533$6.7M0.89%
25SANDSTORM GOLD80013R206623,898$4.7M0.62%
26CENTERRA GOLD INCGAU685,386$4.3M0.57%
27OSISKO GOLD ROYA68827L101205,277$4.3M0.57%
28VOX ROYALTY CORPVOXR1,415,000$4.1M0.55%
29TRIPLE FLAGTFPM214,471$4.1M0.54%
30GRUPO AEROPO-ADR40051E20214,233$3.9M0.51%
31COPA HOLDIN-CL ACPA40,001$3.7M0.49%
32NEW GOLD INC644535106972,531$3.6M0.48%
33FORTUNA MINING C349942102576,714$3.5M0.46%
34ORLA MINING LTD68634K106372,922$3.5M0.46%
35ELDORADO GOLD284902509203,359$3.4M0.45%
36EMBRAER SA-ADREMBJ72,139$3.3M0.44%
37KINROSS GOLDKGCRF262,042$3.3M0.44%
38AGNICO EAGLE MINES LTDAEM30,000$3.3M0.43%
39OSISKO GOLD ROYALTIES LTD68827L101150,000$3.2M0.42%
40MCEWEN MINING INMUX405,584$3.1M0.40%
41HECLA MNG CO422704106500,000$2.8M0.37%
42FERRARI N VRACE6,485$2.8M0.37%
43OSISKO GOLD ROYA68827L101120,000$2.5M0.33%
44KINROSS GOLD CORPKGCRF200,000$2.5M0.33%
45BUENAVENTURA-ADR204448104144,682$2.3M0.30%
46ANGLOGOLD ASHANTI PLCAU60,000$2.2M0.29%
47HARMONY GOLD MINING CO LTDHGMCF150,000$2.2M0.29%
48DRDGOLD LTD-ADRDRDGF138,951$2.1M0.28%
49COEUR MNG INC192108504350,000$2.1M0.27%
50FRANCO NEV CORPFNV13,000$2.0M0.27%
51EMX ROYALTY CORP26873J1071,000,000$2.0M0.27%
52TESLA INCTSLA7,440$1.9M0.25%
53SANDSTORM GOLD LTD80013R206250,000$1.9M0.25%
54NEW GOLD INC CDA644535106500,000$1.9M0.24%
55VIZSLA SILVER COVZLA800,000$1.8M0.24%
56WHEATON PRECIOUS METALS CORPWPM20,000$1.6M0.21%
57GOLDMAN SACHS GROUP INCGSCE2,825$1.5M0.20%
58GOLD FIELDS LTDGFIOF65,000$1.4M0.19%
59CARNIVAL CORPCUKPF73,500$1.4M0.19%
60AMERICAN EXPRESS COAXP5,305$1.4M0.19%
61ENDEAVOUR SILVEREXK320,000$1.4M0.18%
62JPMORGAN CHASE & CO.VYLD5,500$1.3M0.18%
63ROYAL GOLD INCRGLD8,000$1.3M0.17%
64IAMGOLD CORPIAG200,000$1.3M0.17%
65APPLE INCAAPL5,550$1.2M0.16%
66B2GOLD CORPBTG425,000$1.2M0.16%
67ROYAL CARIBBEAN GROUPV7780T1035,855$1.2M0.16%
68NORTHERN TR CORPNTRSO11,950$1.2M0.16%
69HILTON WORLDWIDE HLDGS INCHLT5,150$1.2M0.15%
70CHENIERE ENERGY INCLNG5,000$1.2M0.15%
71MAG SILVER CORP55903Q10475,000$1.1M0.15%
72ISHARES TR46428815810,000$1.1M0.14%
73J P MORGAN EXCHANGE TRADED F46641Q65419,700$1.0M0.13%
74SILVERCORP METALS INCSVM250,000$967,5000.13%
75NUTRIEN LTDNTR17,500$869,2250.11%
76EXXON MOBIL CORPXOM7,000$832,5100.11%
77CARLYLE GROUP INCCGABL17,000$741,0300.10%
78LAUDER ESTEE COS INC51843910411,000$726,0000.10%
79HUDBAY MINERALS INCHBM95,000$721,0500.10%
80AMAZON COM INCAMZN3,750$713,4750.09%
81COEUR MNG INC192108504111,000$657,1200.09%
82CONOCOPHILLIPSCOP5,962$626,1290.08%
83COLLECTIVE MININCNL70,000$610,3660.08%
84VIZSLA SILVER COVZLA250,000$571,4580.08%
85OSISKO GOLD ROYALTIES LTD68827L10125,700$542,7840.07%
86VOX ROYALTY CORPVOXR185,000$540,2000.07%
87ROYAL GOLD INCRGLD3,150$515,0570.07%
88FRANCO NEV CORPFNV3,180$501,0410.07%
89CENTERRA GOLD INCCGAU78,900$501,0150.07%
90HYATT HOTELS CORPH4,000$490,0000.06%
91TOLL BROTHERS INCTOL4,350$459,3170.06%
92NORWEGIAN CRUISE LINE HLDG LNCLH24,000$455,0400.06%
93COLLECTIVE MININCNL50,000$435,9760.06%
94IMPERIAL OIL LTDIMO6,000$433,9200.06%
95VIKING HOLDINGS LTDVIK10,800$429,3000.06%
96OSISKO GOLD ROYALTIES LTD68827L10120,000$422,4000.06%
97OSISKO GOLD ROYALTIES LTD68827L10120,000$422,4000.06%
98INTERNATIONAL PAPER CO4601461037,500$400,1250.05%
99FRANCO NEV CORPFNV2,500$393,9000.05%
100ALLIANCE RESOURCE PARTNERS LARLP14,000$381,9200.05%
101WEYERHAEUSER CO MTN BEWY13,000$380,6400.05%
102CORTEVA INCCTVA6,000$377,5800.05%
103DEVON ENERGY CORP NEW25179M10310,000$374,0000.05%
104LINDE PLCLIN800$372,5120.05%
105SHELL PLCRYDAF5,000$366,4000.05%
106ETF OPPORTUNITIES TRUST26923N41325,000$350,7500.05%
107ENDEAVOUR SILVEREXK80,000$341,2770.05%
108VIPER ENERGY INCVNOM7,500$338,6250.04%
109BP PLCBPPFF10,000$337,9000.04%
110WHEATON PRECIOUS METALS CORPWPM4,300$333,8090.04%
111CONSTELLATION BRANDS INCSTZ1,800$330,3360.04%
112PERPETUA RESOURCES CORPPPTA30,000$320,7000.04%
113EOG RES INCEOG2,500$320,6000.04%
114TECK RESOURCES LTDTCKRF8,500$309,6550.04%
115ANTERO RESOURCES CORPAR7,500$303,3000.04%
116BARRICK GOLD CORP067901108665$289,2750.04%
117RANGE RES CORPRRC7,000$279,5100.04%
118NEWMONT CORPNEMCL250$277,5000.04%
119AGNICO EAGLE MINES LTDAEM2,500$271,0250.04%
120SILVERCORP METALS INCSVM70,000$270,9000.04%
121HAFNIA LTDHAFN63,643$261,7060.03%
122SCORPIO TANKERSSTNG6,943$260,9180.03%
123TOTALENERGIES SETTE4,000$258,7600.03%
124TORM PLC-ATRMD15,251$251,3360.03%
125ZIM INTEGRATED SZIM16,378$238,9550.03%
126ON HLDG AGH5919C1045,350$234,9720.03%
127SEABRIDGE GOLD INCSA20,000$233,4000.03%
128SEABRIDGE GOLD INCSA20,000$233,4000.03%
129IVANHOE ELECTRICIE40,000$232,4000.03%
130ENDEAVOUR SILVEREXK52,500$223,9630.03%
131AMERICAS GOLD AN03062D100400,000$213,9930.03%
132UNITED STATES STL CORP NEWUNTCW5,000$211,3000.03%
133PERMIAN RESOURCES CORPPR15,000$207,7500.03%
134EXPEDITORS INTL3021301091,683$202,3810.03%
135ZTO EXPRESS -ADRZTOEF10,101$200,4040.03%
136FEDEX CORPFDX812$197,9490.03%
137KINROSS GOLD CORPKGCRF15,000$189,1500.02%
138SCHLUMBERGER LTDSLB4,500$188,1000.02%
139STEEL DYNAMICS INCSTLD1,500$187,6200.02%
140UNITED PARCEL-BUPS1,701$187,0930.02%
141NEW GOLD INC CDA64453510650,000$185,5000.02%
142NUCOR CORPNUE1,500$180,5100.02%
143SOLITARIO RESOURCES CORPXPL300,000$180,0000.02%
144VF CORPVFC11,000$170,7200.02%
145BHP GROUP LTDBHPLF3,500$169,8900.02%
146SELECT WATER SOLUTIONS INCWTTR15,000$157,5000.02%
147BAKER HUGHES COMPANYBKR3,500$153,8250.02%
148ALCOA CORPAA5,000$152,5000.02%
149OSISKO DEVELOPMEOSDVF100,000$148,6830.02%
150BOISE CASCADE CO DELBCC1,500$147,1350.02%
151ENCORE ENERGY COEU100,000$133,3980.02%
152INTERNATIONAL SEINSW3,961$131,5050.02%
153MATSON INCMATX1,009$129,3240.02%
154CME GROUP INCCME461$122,2990.02%
155COEUR MNG INC19210850420,000$118,4000.02%
156NEXGEN ENERGY LTDNXE25,000$112,2500.01%
157RIVIAN AUTOMOTIVE INCRIVN8,700$108,3150.01%
158VAIL RESORTS INCMTN650$104,0130.01%
159SIGMA LITHIUM CORPORATIONSGML10,000$104,0000.01%
160CAMECO CORPCCJ2,500$102,9000.01%
161BARRICK GOLD CORP067901108225$97,8750.01%
162STANDARD LITHIUM LTDSLI75,000$95,2500.01%
163NEWMONT CORPNEMCL85$94,3500.01%
164MGM RESORTS INTERNATIONALMGM3,000$88,9200.01%
165ETF OPPORTUNITIES TRUST26923N4135,500$77,1650.01%
166HALLIBURTON COHAL3,000$76,1100.01%
167ALBEMARLE CORPALB-PA1,000$72,0200.01%
168ETF OPPORTUNITIES TRUST26923N4135,100$71,5530.01%
169DENISON MINES CORPDNN50,000$65,0000.01%
170PARAMOUNT GOLD NEV CORPPZG170,000$62,9000.01%