TCM
ARIS

Thomist Capital Management’s Aris Mining ARIS Stock Holding History

Thomist Capital Management’s Portfolio ARIS Stock Details ARIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1M Buy
1,751,221
+603,649
+53% +$10.8M 8.3% 2
2026
Q1 		$21.3M Buy
+1,147,572
New +$21.7M 5.74% 4
2025
Q4 		– Sell
-1,018,106
Closed -$10M – 70
2025
Q3 		$10M Buy
+1,018,106
New +$8.12M 1.98% 14

Other funds holding ARIS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACA
Apis Capital Advisors New York $1.03B AUM 383.18% 1-Year Est. Return

Thomist Capital Management's ARIS Position: Q2 2026 in Review

Thomist Capital Management increased its Aris Mining (ARIS) stake by 53% in Q2 2026, buying an estimated $10.8M and bringing the position to 1,751,221 shares worth $26.1M. The position accounts for 8.3% of the portfolio, ranked #2.

Thomist Capital Management first reported a position in ARIS in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold ARIS as of Q2 2026.

  • Thomist Capital Management held 1,751,221 shares of Aris Mining worth $26.1M as of Q2 2026.
  • Thomist Capital Management bought 603,649 Aris Mining shares in Q2 2026, an estimated $10.8M.
  • Aris Mining made up 8.3% of Thomist Capital Management's portfolio in Q2 2026, its #2 holding.
  • Thomist Capital Management first reported a position in Aris Mining in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Aris Mining as of Q2 2026.

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