U S GLOBAL INVESTORS INC

PublicCIK: 754811
GROWNASDAQ
Location

SAN ANTONIO, TX

📋 What this filing means

U S GLOBAL INVESTORS INC filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $850.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

137
Positions
$850.31M
Total AUM (reported)
53.21M
Total Shares

Allocation by class

TOTAL AUM$850.31M137 positions
COM$624.24M73.4%
COM NEW$128.89M15.2%
SPONSORED ADR$23.75M2.8%
COM SHS$18.60M2.2%
SPONSORED ADS$11.05M1.3%
ADS$7.90M0.9%
COM CL A$6.81M0.8%

Portfolio Concentration

Top 330.7%4–1026.6%11–2524.4%Rest18.3%TOP 1057.4%0%100%
Top 3$261.28M30.7%
4–10$226.45M26.6%
11–25$207.39M24.4%
Rest$155.19M18.3%

Top 3 weight

30.7%

Top 10 weight

57.4%

Voting Authority Distribution

Total shares with voting rights: 53.21M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

53.21M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole137
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings137
Rows:

UNITED AIRLINES

SOLE
COM
Shares1.10M
TypeSH
Market value$87.82M
10.33%
Sole
0.00
Shared
1.10M
None
0.00

DELTA AIR LI

SOLE
COM NEW
Shares1.77M
TypeSH
Market value$86.86M
10.22%
Sole
0.00
Shared
1.77M
None
0.00

AMERICAN AIRLINE

SOLE
COM
Shares7.72M
TypeSH
Market value$86.60M
10.18%
Sole
0.00
Shared
7.72M
None
0.00

SOUTHWEST AIR

SOLE
COM
Shares2.66M
TypeSH
Market value$86.20M
10.14%
Sole
0.00
Shared
2.66M
None
0.00

SKYWEST INC

SOLE
COM
Shares240.40K
TypeSH
Market value$24.75M
2.91%
Sole
0.00
Shared
240.40K
None
0.00

SUN COUNTRY HOLD

SOLE
COM
Shares2.08M
TypeSH
Market value$24.39M
2.87%
Sole
0.00
Shared
2.08M
None
0.00

ALASKA AIR GROUP

SOLE
COM
Shares479.05K
TypeSH
Market value$23.70M
2.79%
Sole
0.00
Shared
479.05K
None
0.00

ALLEGIANT TRAVEL

SOLE
COM
Shares430.15K
TypeSH
Market value$23.64M
2.78%
Sole
0.00
Shared
430.15K
None
0.00

FRONTIER GROUP H

SOLE
COM
Shares6.20M
TypeSH
Market value$22.52M
2.65%
Sole
0.00
Shared
6.20M
None
0.00

JETBLUE AIRWAYS

SOLE
COM
Shares5.02M
TypeSH
Market value$21.24M
2.50%
Sole
0.00
Shared
5.02M
None
0.00

SABRE CORP

SOLE
COM
Shares5.65M
TypeSH
Market value$17.84M
2.10%
Sole
0.00
Shared
5.65M
None
0.00

BOOKING HOLDINGS

SOLE
COM
Shares3.02K
TypeSH
Market value$17.47M
2.05%
Sole
0.00
Shared
3.02K
None
0.00

GENERAL DYNAMICS

SOLE
COM
Shares59.75K
TypeSH
Market value$17.43M
2.05%
Sole
0.00
Shared
59.75K
None
0.00

TEXTRON INC

SOLE
COM
Shares212.79K
TypeSH
Market value$17.09M
2.01%
Sole
0.00
Shared
212.79K
None
0.00

BOEING CO/THE

SOLE
COM
Shares77.87K
TypeSH
Market value$16.32M
1.92%
Sole
0.00
Shared
77.87K
None
0.00

EXPEDIA GROUP IN

SOLE
COM NEW
Shares95.30K
TypeSH
Market value$16.07M
1.89%
Sole
0.00
Shared
95.30K
None
0.00

FRANCO NEV CORP

SOLE
COM
Shares93.31K
TypeSH
Market value$15.29M
1.80%
Sole
0.00
Shared
93.31K
None
0.00

TRIPADVISOR INC

SOLE
COM
Shares1.16M
TypeSH
Market value$15.19M
1.79%
Sole
0.00
Shared
1.16M
None
0.00

OR ROYALTIES INC

SOLE
COM SHS
Shares574.83K
TypeSH
Market value$14.78M
1.74%
Sole
0.00
Shared
574.83K
None
0.00

ROYAL GOLD INC

SOLE
COM
Shares80.84K
TypeSH
Market value$14.38M
1.69%
Sole
0.00
Shared
80.84K
None
0.00

WHEATON PRECIOUS

SOLE
COM
Shares143.81K
TypeSH
Market value$12.91M
1.52%
Sole
0.00
Shared
143.81K
None
0.00

EMBRAER SA-ADR

SOLE
SPONSORED ADS
Shares175.04K
TypeSH
Market value$9.96M
1.17%
Sole
0.00
Shared
175.04K
None
0.00

RYANAIR HLDG-ADR

SOLE
SPONSORED ADR
Shares140.78K
TypeSH
Market value$8.12M
0.95%
Sole
0.00
Shared
140.78K
None
0.00

TRIP.COM GRO-ADR

SOLE
ADS
Shares134.74K
TypeSH
Market value$7.90M
0.93%
Sole
0.00
Shared
134.74K
None
0.00

ALAMOS GOLD INC NEW

SOLE
COM CL A
Shares250K
TypeSH
Market value$6.64M
0.78%
Sole
0.00
Shared
250K
None
0.00
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