LB Partners’s Triple Flag Precious Metals TFPM Stock Holding History

LB Partners’s Portfolio TFPM Stock Details TFPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Hold	14,913	–	–	0.3%	22
2026 Q1	$518K	Hold	14,913	–	–	0.46%	25
2025 Q4	$495K	Hold	14,913	–	–	0.46%	19
2025 Q3	$436K	Hold	14,913	–	–	0.28%	23
2025 Q2	$353K	Hold	14,913	–	–	0.23%	21
2025 Q1	$284K	Hold	14,913	–	–	0.2%	20
2024 Q4	$224K	Hold	14,913	–	–	0.17%	20
2024 Q3	$241K	Hold	14,913	–	–	0.21%	20
2024 Q2	$231K	Hold	14,913	–	–	0.19%	24
2024 Q1	$215K	Hold	14,913	–	–	0.22%	21
2023 Q4	$198K	Buy	+14,913	New	+$195K	0.22%	25

Other funds holding TFPM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

LB Partners's TFPM Position: Q2 2026 in Review

LB Partners held its Triple Flag Precious Metals (TFPM) position steady in Q2 2026 at 14,913 shares worth $447K. The position accounts for 0.3% of the portfolio, ranked #22.

LB Partners first reported a position in TFPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q1 2026. 224 funds tracked by Wall St. Rank hold TFPM as of Q2 2026.

LB Partners held 14,913 shares of Triple Flag Precious Metals worth $447K as of Q2 2026.
LB Partners left its Triple Flag Precious Metals share count unchanged in Q2 2026.
Triple Flag Precious Metals made up 0.3% of LB Partners's portfolio in Q2 2026, its #22 holding.
LB Partners first reported a position in Triple Flag Precious Metals in Q4 2023 and has held it in 11 quarters since.
LB Partners's Triple Flag Precious Metals position peaked at $518K in Q1 2026.
224 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.