Nokomis Capital, L.L.C.
Nokomis Capital, L.L.C. reported 55 holdings worth US$290M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 21, 2026
Nokomis Capital, L.L.C. reported 55 holdings worth US$290M as of Jun 30, 2026. Largest: I-80 Gold Corp, Coeur Mining, Inc. and Oceanagold Corporation. Filed Aug 21, 2026 (Form 13F/A).
- Holdings
- 55
- Value as reported
- US$290M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| I-80 Gold Corp | 18.4M | US$26.5M | 9.1% |
| Coeur Mining, Inc. | 1.36M | US$22.2M | 7.7% |
| Oceanagold Corporation | 737K | US$18.5M | 6.4% |
| Hudbay Minerals Inc | 776K | US$18.3M | 6.3% |
| Lithia Motors, Inc. | 62,888 | US$18.3M | 6.3% |
| Beazer Homes Usa, Inc. | 509K | US$14.3M | 4.9% |
| Antero Resources Corporation | 354K | US$12.4M | 4.3% |
| Greenfire Resources Ltd. | 1.61M | US$9.11M | 3.1% |
| Shoe Carnival, Inc. | 497K | US$7.36M | 2.5% |
| Integra Resources Corp | 3.15M | US$7.14M | 2.5% |
| Dakota Gold Corp. | 1.62M | US$6.91M | 2.4% |
| Nexgen Energy Ltd. | 701K | US$6.58M | 2.3% |
| Mayfair Gold Corp. | 2.59M | US$6.35M | 2.2% |
| Apple Hospitality Reit, Inc. | 372K | US$6.25M | 2.2% |
| Service Properties Trust - Shares Of Beneficial Interest | 3.45M | US$5.82M | 2.0% |
| Ovintiv Inc. (de) | 108K | US$5.69M | 2.0% |
| Cenovus Energy Inc. | 167K | US$4.15M | 1.4% |
| Osisko Gold Group Inc. | 1.52M | US$3.73M | 1.3% |
| Caesars Entertainment, Inc. | 123K | US$3.71M | 1.3% |
| Maui Land & Pineapple Company, Inc. | 176K | US$3.12M | 1.1% |
| Devon Energy Corporation | 72,202 | US$2.98M | 1.0% |
| Kkr Real Estate Finance Trust Inc. | 436K | US$2.98M | 1.0% |
| Vizsla Silver Corp. | 872K | US$2.88M | 0.99% |
| Tpg Re Finance Trust, Inc. | 313K | US$2.62M | 0.90% |
| Acres Commercial Realty Corp. | 146K | US$2.59M | 0.89% |
| Century Casinos, Inc. | 1.75M | US$2.24M | 0.77% |
| J. Jill, Inc. | 116K | US$1.84M | 0.63% |
| Mgm Resorts International | 38,308 | US$1.83M | 0.63% |
| Blue Moon Metals Inc | 245K | US$1.56M | 0.54% |
| Roman Dbdr Acquisition Corp. Ii | 130K | US$1.37M | 0.47% |
| Alamos Gold Inc. | 39,132 | US$1.19M | 0.41% |
| Applied Optoelectronics, Inc. | 7,900 | US$1.17M | 0.40% |
| Sibanye Stillwater Limited | 121K | US$1.02M | 0.35% |
| Perpetua Resources Corp. | 47,649 | US$989K | 0.34% |
| Crescent Energy Company | 91,925 | US$903K | 0.31% |
| Ark Restaurants Corp. | 93,767 | US$549K | 0.19% |
| Otg Acquisition Corp. I | 15,644 | US$159K | 0.05% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |
| Hallador Energy Company | 0 | US$0 | 0.00% |
| Lightwave Logic, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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