Discovery Capital Management’s Agnico Eagle Mines AEM Stock Holding History

Discovery Capital Management’s Portfolio AEM Stock Details AEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	77,300 +34,000	+79%	+$6.3M	0.5%	45
2026 Q1	$8.79M	Sell	43,300 -7,100	-14%	-$1.48M	0.46%	50
2025 Q4	$8.54M	Sell	50,400 -1,600	-3%	-$269K	0.46%	56
2025 Q3	$8.77M	Hold	52,000	–	–	0.48%	50
2025 Q2	$6.18M	Hold	52,000	–	–	0.48%	39
2025 Q1	$5.64M	Buy	+52,000	New	+$4.97M	0.67%	33
2024 Q4	–	Sell	-73,800	Closed	-$5.95M	–	79
2024 Q3	$5.95M	Buy	+73,800	New	+$5.72M	0.73%	32
2024 Q2	–	Sell	-148,400	Closed	-$8.85M	–	53
2024 Q1	$8.85M	Buy	+148,400	New	+$7.6M	1.17%	22
2021 Q1	–	Sell	-100,000	Closed	-$7.05M	–	68
2020 Q4	$7.05M	Buy	+100,000	New	+$7.46M	0.87%	27
2014 Q2	–	Sell	-1,400,000	Closed	-$42.4M	–	116
2014 Q1	$42.4M	Buy	+1,400,000	New	+$43.9M	0.31%	80

Other funds holding AEM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Discovery Capital Management's AEM Position: Q2 2026 in Review

Discovery Capital Management increased its Agnico Eagle Mines (AEM) stake by 79% in Q2 2026, buying an estimated $6.3M and bringing the position to 77,300 shares worth $12M. The position accounts for 0.5% of the portfolio, ranked #45.

Discovery Capital Management first reported a position in AEM in Q1 2014 and has held it in 10 quarters since. The position peaked at $42.4M in Q1 2014. 1,053 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

Discovery Capital Management held 77,300 shares of Agnico Eagle Mines worth $12M as of Q2 2026.
Discovery Capital Management bought 34,000 Agnico Eagle Mines shares in Q2 2026, an estimated $6.3M.
Agnico Eagle Mines made up 0.5% of Discovery Capital Management's portfolio in Q2 2026, its #45 holding.
Discovery Capital Management first reported a position in Agnico Eagle Mines in Q1 2014 and has held it in 10 quarters since.
Discovery Capital Management's Agnico Eagle Mines position peaked at $42.4M in Q1 2014.
1,053 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.