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Lummis Asset Management’s Triple Flag Precious Metals TFPM Stock Holding History

Lummis Asset Management’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 		$3.92M Buy
131,121
+6,455
+5% +$208K 2.34% 12
2026
Q1 		$4.23M Sell
124,666
-6,755
-5% -$245K 2.53% 11
2025
Q4 		$4.37M Buy
131,421
+33,115
+34% +$1.04M 2.68% 10
2025
Q3 		$3.96M Sell
98,306
-66,910
-40% -$1.73M 2.6% 11
2025
Q2 		$4.1M Buy
165,216
+33,100
+25% +$725K 2.68% 10
2025
Q1 		$2.59M Buy
132,116
+41,345
+46% +$706K 1.8% 18
2024
Q4 		$1.37M Sell
90,771
-7,358
-7% -$122K 1.73% 19
2024
Q3 		$1.59M Buy
98,129
+50,242
+105% +$803K 1.85% 18
2024
Q2 		$742K Buy
47,887
+45,308
+1,757% +$724K 0.98% 31
2024
Q1 		$37.3K Hold
2,579
– – 0.05% 63
2023
Q4 		$34.3K Buy
+2,579
New +$33.8K 0.03% 90

Other funds holding TFPM

EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Two Sigma Investments
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

Lummis Asset Management's TFPM Position: Q2 2026 in Review

Lummis Asset Management increased its Triple Flag Precious Metals (TFPM) stake by 5.2% in Q2 2026, buying an estimated $208K and bringing the position to 131,121 shares worth $3.92M. The position accounts for 2.34% of the portfolio, ranked #12.

Lummis Asset Management first reported a position in TFPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q4 2025. 225 funds tracked by Wall St. Rank hold TFPM as of Q2 2026.

  • Lummis Asset Management held 131,121 shares of Triple Flag Precious Metals worth $3.92M as of Q2 2026.
  • Lummis Asset Management bought 6,455 Triple Flag Precious Metals shares in Q2 2026, an estimated $208K.
  • Triple Flag Precious Metals made up 2.34% of Lummis Asset Management's portfolio in Q2 2026, its #12 holding.
  • Lummis Asset Management first reported a position in Triple Flag Precious Metals in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Triple Flag Precious Metals position peaked at $4.37M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.