Aegis Financial’s Greenfire Resources GFR Stock Holding History

Aegis Financial’s Portfolio GFR Stock Details GFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.39M	Buy	777,716 +360,168	+86%	+$2.14M	0.69%	26
2026 Q1	$2.64M	Buy	417,548 +238,417	+133%	+$1.37M	0.45%	24
2025 Q4	$853K	Buy	+179,131	New	+$851K	0.2%	28

Other funds holding GFR

Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return

Aegis Financial's GFR Position: Q2 2026 in Review

Aegis Financial increased its Greenfire Resources (GFR) stake by 86% in Q2 2026, buying an estimated $2.14M and bringing the position to 777,716 shares worth $4.39M. The position accounts for 0.69% of the portfolio, ranked #26.

Aegis Financial first reported a position in GFR in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold GFR as of Q2 2026.

Aegis Financial held 777,716 shares of Greenfire Resources worth $4.39M as of Q2 2026.
Aegis Financial bought 360,168 Greenfire Resources shares in Q2 2026, an estimated $2.14M.
Greenfire Resources made up 0.69% of Aegis Financial's portfolio in Q2 2026, its #26 holding.
Aegis Financial first reported a position in Greenfire Resources in Q4 2025 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held Greenfire Resources as of Q2 2026.

Based on Aegis Financial's 13F filing for Q2 2026, filed 12 Aug 2026.