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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

Institutional Manager · CIK 0000754811

U S GLOBAL INVESTORS INC

SAN ANTONIO, TX · File #028-02220

Latest AUM
$934.0M
Positions
158
Top-10 Concentration
57.3%
Filings
12

Sector Allocation

Industrials
24.4%$228.1M
Materials
17.7%$165.4M
Technology
1.5%$14.2M
Energy
0.6%$5.9M
Financials
0.3%$2.4M
Consumer Staples
0.0%$356,320
Utilities
0.0%$201,990

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1UNITED AIRLINESUNTCW792,076$88.6M10.59%
2SOUTHWEST AIR8447411082,107,325$87.1M10.41%
3AMERICAN AIRLINE02376R1025,569,844$85.4M10.21%
4DELTA AIR LIDAL1,216,731$84.4M10.10%
5ALLEGIANT TRAVELALGT284,685$24.3M2.90%
6SUN COUNTRY HOLD8666831051,611,228$23.2M2.77%
7ALASKA AIR GROUPALK455,934$22.9M2.74%
8SKYWEST INCSKYW223,006$22.4M2.68%
9JETBLUE AIRWAYS4771431014,728,754$21.5M2.57%
10FRONTIER GROUP HULCC4,137,964$19.5M2.33%
11ROYAL GOLD INCRGLD83,633$18.6M2.22%
12WHEATON PRECIOUSWPM155,776$18.3M2.19%
13FRANCO-NEVADA COFNV84,201$17.5M2.09%
14BOEING CO/THEBA-PA77,292$16.8M2.01%
15BOOKING HOLDINGSBKNG3,030$16.2M1.94%
16EXPEDIA GROUP INEXPE56,812$16.1M1.92%
17TEXTRON INCTXT183,921$16.0M1.92%
18GENERAL DYNAMICSGD46,780$15.7M1.88%
19TRIPADVISOR INCTRIP1,037,854$15.1M1.81%
20SABRE CORPSABR10,173,592$13.8M1.65%