GEM INVESTMENT ADVISORS, LLC

PrivateCIK: 1580018
Location

TEANECK, NJ

31
Positions
$105.50M
Total AUM (reported)
8.49M
Total Shares

Allocation by class

TOTAL AUM$105.50M31 positions
COM$61.41M58.2%
CL A$11.13M10.5%
PHYSICAL GOLD AN$10.77M10.2%
COM NEW$10.64M10.1%
SHS BEN INT$3.54M3.4%
SHS$2.24M2.1%
CL A NEW$1.43M1.4%

Portfolio Concentration

Top 337.9%4–1038.6%11–2522.7%Rest0.9%TOP 1076.4%0%100%
Top 3$39.93M37.9%
4–10$40.70M38.6%
11–25$23.97M22.7%
Rest$898.6K0.9%

Top 3 weight

37.9%

Top 10 weight

76.4%

Voting Authority Distribution

Total shares with voting rights: 8.49M

Sole

Full voting authority

8.49M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:

GARRETT MOTION INC

SOLE
COM
Shares1.03M
TypeSH
Market value$18.04M
17.10%
Sole
1.03M
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares102.38K
TypeSH
Market value$11.13M
10.55%
Sole
102.38K
Shared
0.00
None
0.00

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD AN
Shares235.09K
TypeSH
Market value$10.77M
10.21%
Sole
235.09K
Shared
0.00
None
0.00

ABSCI CORPORATION

SOLE
COM
Shares2.17M
TypeSH
Market value$7.58M
7.18%
Sole
2.17M
Shared
0.00
None
0.00

GRAIL INC

SOLE
COM
Shares81.70K
TypeSH
Market value$6.99M
6.63%
Sole
81.70K
Shared
0.00
None
0.00

SOTERA HEALTH CO

SOLE
COM
Shares327.88K
TypeSH
Market value$5.78M
5.48%
Sole
327.88K
Shared
0.00
None
0.00

ORAMED PHARMACEUTICALS INC

SOLE
COM NEW
Shares2M
TypeSH
Market value$5.70M
5.40%
Sole
2M
Shared
0.00
None
0.00

PURE CYCLE CORP

SOLE
COM NEW
Shares449.83K
TypeSH
Market value$4.94M
4.69%
Sole
449.83K
Shared
0.00
None
0.00

TEJON RANCH CO

SOLE
COM
Shares309.99K
TypeSH
Market value$4.89M
4.63%
Sole
309.99K
Shared
0.00
None
0.00

ST JOE CO

SOLE
COM
Shares81.14K
TypeSH
Market value$4.82M
4.57%
Sole
81.14K
Shared
0.00
None
0.00

STRIDE INC

SOLE
COM
Shares61.56K
TypeSH
Market value$4.00M
3.79%
Sole
61.56K
Shared
0.00
None
0.00

PDF SOLUTIONS INC

SOLE
COM
Shares105.53K
TypeSH
Market value$3.01M
2.85%
Sole
105.53K
Shared
0.00
None
0.00

QUIDELORTHO CORP

SOLE
COM
Shares102.02K
TypeSH
Market value$2.80M
2.65%
Sole
102.02K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares49.16K
TypeSH
Market value$2.44M
2.31%
Sole
49.16K
Shared
0.00
None
0.00

FIDELITY WISE ORIGIN BITCOIN

SOLE
SHS
Shares28.84K
TypeSH
Market value$2.20M
2.08%
Sole
28.84K
Shared
0.00
None
0.00

SECURITY NATL FINL CORP

SOLE
CL A NEW
Shares158.17K
TypeSH
Market value$1.43M
1.35%
Sole
158.17K
Shared
0.00
None
0.00

RIMINI STR INC DEL

SOLE
COM
Shares334.66K
TypeSH
Market value$1.30M
1.23%
Sole
334.66K
Shared
0.00
None
0.00

U HAUL HOLDING COMPANY

SOLE
COM SER N
Shares26.07K
TypeSH
Market value$1.22M
1.16%
Sole
26.07K
Shared
0.00
None
0.00

BLACK STONE MINERALS L P

SOLE
COM UNIT
Shares84.63K
TypeSH
Market value$1.12M
1.07%
Sole
84.63K
Shared
0.00
None
0.00

STAR HLDGS

SOLE
SHS BEN INT
Shares134.08K
TypeSH
Market value$1.10M
1.05%
Sole
134.08K
Shared
0.00
None
0.00

LARIMAR THERAPEUTICS INC

SOLE
COM
Shares280.86K
TypeSH
Market value$1.07M
1.01%
Sole
280.86K
Shared
0.00
None
0.00

SEAPORT ENTMT GROUP INC

SOLE
COMMON STOCK
Shares38.45K
TypeSH
Market value$760.1K
0.72%
Sole
38.45K
Shared
0.00
None
0.00

ALPHA TAU MEDICAL LTD

SOLE
ORDINARY SHARES
Shares145.81K
TypeSH
Market value$721.8K
0.68%
Sole
145.81K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares799.00
TypeSH
Market value$401.6K
0.38%
Sole
799.00
Shared
0.00
None
0.00

ARRAY DIGITAL INFRASTRUCTURE

SOLE
COM
Shares7.44K
TypeSH
Market value$398.9K
0.38%
Sole
7.44K
Shared
0.00
None
0.00
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