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North of South Capital’s Pan American Silver PAAS Stock Holding History

North of South Capital’s Portfolio PAAS Stock Details PAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8M Sell
598,713
-552,397
-48% -$29.6M 1.97% 12
2026
Q1 		$62.9M Sell
1,151,110
-996,452
-46% -$57.5M 5.65% 8
2025
Q4 		$111M Sell
2,147,562
-852,494
-28% -$35.7M 10% 5
2025
Q3 		$116M Buy
3,000,056
+2,448,778
+444% +$78.7M 11.17% 4
2025
Q2 		$15.7M Buy
+551,278
New +$14.3M 1.65% 12

Other funds holding PAAS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VIG
Vienna Insurance Group Warsaw, Poland $381M AUM 105.39% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

North of South Capital's PAAS Position: Q2 2026 in Review

North of South Capital reduced its Pan American Silver (PAAS) stake by 48% in Q2 2026, selling an estimated $29.6M and leaving 598,713 shares worth $26.8M. The position accounts for 1.97% of the portfolio, ranked #12.

North of South Capital first reported a position in PAAS in Q2 2025 and has held it in 5 quarters since. The position peaked at $116M in Q3 2025. 180 funds tracked by Wall St. Rank hold PAAS as of Q2 2026.

  • North of South Capital held 598,713 shares of Pan American Silver worth $26.8M as of Q2 2026.
  • North of South Capital sold 552,397 Pan American Silver shares in Q2 2026, an estimated $29.6M.
  • Pan American Silver made up 1.97% of North of South Capital's portfolio in Q2 2026, its #12 holding.
  • North of South Capital first reported a position in Pan American Silver in Q2 2025 and has held it in 5 quarters since.
  • North of South Capital's Pan American Silver position peaked at $116M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Pan American Silver as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.