Polunin Capital Partners’s Centerra Gold CGAU Stock Holding History

Polunin Capital Partners’s Portfolio CGAU Stock Details CGAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-491,629	Closed	-$8.19M	–	18
2025 Q4	$8.19M	Sell	491,629 -24,086	-5%	-$302K	1.26%	13
2025 Q3	$5.86M	Sell	515,715 -13,400	-3%	-$107K	0.86%	16
2025 Q2	$3.75M	Hold	529,115	–	–	0.61%	19
2025 Q1	$2.92M	Sell	529,115 -15,000	-3%	-$91.7K	0.59%	19
2024 Q4	$3.2M	Hold	544,115	–	–	0.79%	17
2024 Q3	$4.06M	Sell	544,115 -14,700	-3%	-$101K	0.95%	17
2024 Q2	$3.76M	Buy	+558,815	New	+$3.67M	0.64%	18
2024 Q1	–	Sell	-561,015	Closed	-$4.44M	–	25
2023 Q4	$4.44M	Hold	561,015	–	–	0.83%	17
2023 Q3	$3.73M	Hold	561,015	–	–	0.84%	18
2023 Q2	$4.45M	Buy	561,015 +16,300	+3%	+$103K	0.91%	19
2023 Q1	$4.75M	Hold	544,715	–	–	0.98%	17
2022 Q4	$2.82M	Sell	544,715 -4,900	-0.9%	-$24.3K	0.7%	20
2022 Q3	$2.42M	Hold	549,615	–	–	0.84%	16
2022 Q2	$3.73M	Hold	549,615	–	–	1.12%	11
2022 Q1	$5.4M	Sell	549,615 -27,100	-5%	-$243K	1.51%	8
2021 Q4	$4.45M	Buy	+576,715	New	+$4.39M	1.44%	8
2021 Q3	–	Sell	-595,939	Closed	-$4.52M	–	4
2021 Q2	$4.52M	Buy	+595,939	New	+$4.95M	1.4%	9

Other funds holding CGAU

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Polunin Capital Partners's CGAU Position: Q1 2026 in Review

Polunin Capital Partners sold out of Centerra Gold (CGAU) in Q1 2026, closing a stake of 491,629 shares — an estimated $8.19M sold.

Polunin Capital Partners first reported a position in CGAU in Q2 2021 and held it in 17 quarters. The position peaked at $8.19M in Q4 2025. 201 funds tracked by Wall St. Rank hold CGAU as of Q1 2026.

Polunin Capital Partners reported no remaining Centerra Gold position as of Q1 2026 after selling out during the quarter.
Polunin Capital Partners sold 491,629 Centerra Gold shares in Q1 2026, an estimated $8.19M.
Polunin Capital Partners first reported a position in Centerra Gold in Q2 2021 and held it in 17 quarters.
Polunin Capital Partners's Centerra Gold position peaked at $8.19M in Q4 2025.
201 funds tracked by Wall St. Rank held Centerra Gold as of Q1 2026.

Based on Polunin Capital Partners's 13F filing for Q1 2026, filed 15 Apr 2026.