Fund Holdings — Nokomis Capital, L.L.C.

Total Portfolio Value
$272.61M
Total Bought
$41.74M
Total Sold
$103.38M
Net Transaction
-$61.65M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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OCEANAGOLD CORP(OGC)0736,825+736,825018,4806.78%+18,480
HUDBAY MINERALS INC(HBM)453,745775,735+321,9909,48318,3156.72%+8,832
SERVICE PPTYS TR(SVC)03,446,168+3,446,16805,8242.14%+5,824
CAESARS ENTERTAINMENT INC NE(CZR)0122,773+122,77303,7051.36%+3,705
DEVON ENERGY CORP NEW(DVN)072,202+72,20202,9831.09%+2,983
BEAZER HOMES USA INC(BZH)600,677509,170-91,50711,55714,2825.24%+2,725
APPLE HOSPITALITY REIT INC(APLE)405,027371,727-33,3004,6626,2492.29%+1,587
ANTERO RESOURCES CORP(AR)277,302353,602+76,30011,76912,4264.56%+657
J JILL INC(JILL)115,865115,86501,3281,8390.67%+511
APPLIED OPTOELECTRONICS INC(AAOI)7,9007,90006681,1700.43%+502
TPG RE FIN TR INC(TRTX)312,898312,89802,4442,6190.96%+175
OSISKO DEVELOPMENT CORP0999,999+999,9990600.02%+60
OTG ACQUISITION CORP. I(OTGA)80,82280,822020330.01%+13
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
130,026130,02601,3611,3700.50%+8
MOBIX LABS INC(MOBX)30,09311,493-18,600410.00%-3
ROMAN DBDR ACQUISITION CORP
*W EXP 10/31/203
165,21778,473-86,74435190.01%-16
BLUE MOON METALS INC(BMM)244,866244,86601,6011,5650.57%-37
MAUI LD & PINEAPPLE INC(MLP)212,218175,598-36,6203,2663,1221.15%-144
ISHARES INC15,60012,524-3,0765994320.16%-167
ARK RESTAURANTS CORP114,94693,767-21,1797545490.20%-205
PERPETUA RESOURCES CORP(PPTA)47,64947,64901,3409890.36%-351
CENTURY CASINOS INC(CNTY)1,931,6681,752,854-178,8142,6852,2440.82%-441
SIBANYE STILLWATER LTD(SBSW)120,666120,66601,4871,0240.38%-462
CENOVUS ENERGY INC(CVE)174,700167,300-7,4004,6354,1511.52%-484
LITHIA MTRS INC(LAD)75,24162,888-12,35318,78918,2686.70%-521
ALAMOS GOLD INC39,13239,13201,7391,1870.44%-551
VIZSLA SILVER CORP(VZLA)1,050,567872,153-178,4143,4672,8781.06%-589
AMPLIFY ETF TR215,126215,12606,3945,5762.05%-817
VANECK ETF TRUST
JUNIOR GOLD MINE
25,31521,515-3,8003,0392,1140.78%-925
SHOE STA GROUP INC(SHOE)537,845496,612-41,2338,3857,3652.70%-1,020
ACRES COMMERCIAL REALTY CORP(ACR)187,283145,768-41,5153,6182,5930.95%-1,025
MAYFAIR GOLD CORP(MINE)2,438,5522,586,215+147,6637,5476,3492.33%-1,198
CRESCENT ENERGY COMPANY(CRGY)175,03591,925-83,1102,3639030.33%-1,460
OTG ACQUISITION CORP. I(OTGA)161,64415,644-146,0001,6261590.06%-1,467
I-80 GOLD CORP(IAUX)12,857,54312,572,868-284,67512,34210,6873.92%-1,655
SPROTT ASSET MANAGEMENT LP(SPPP)546,814546,81408,4926,8082.50%-1,684
GREENFIRE RES LTD NEW(GFR)1,751,8371,612,581-139,25611,0729,1113.34%-1,961
OVINTIV INC(OVV)132,252108,052-24,2007,8505,6892.09%-2,162
HALLADOR ENERGY COMPANY(HNRG)135,0000-135,0002,1980—-2,198
INTEGRA RES CORP(ITRG)3,536,0563,147,335-388,7219,6537,1442.62%-2,509
OSISKO DEVELOPMENT CORP2,000,0001,517,491-482,5096,5003,7331.37%-2,767
DAKOTA GOLD CORP2,005,4271,622,729-382,69810,1276,9132.54%-3,215
KKR REAL ESTATE FIN TR INC(KREF)1,119,822435,600-684,2226,8532,9801.09%-3,874
LIGHTWAVE LOGIC INC(LWLG)575,1980-575,1984,0440—-4,044
COTERRA ENERGY INC119,6080-119,6084,2030—-4,203
VANECK ETF TRUST
GOLD MINERS ETF
76,5710-76,5717,0270—-7,027
I-80 GOLD CORP(IAUX)22,177,10218,408,054-3,769,04833,70926,5089.72%-7,202
STATE STR SPDR DOW JONES IND(DIA)38,88018,779-20,10118,0099,8103.60%-8,199
NEXGEN ENERGY LTD(NXE)1,296,448700,757-595,69115,0396,5802.41%-8,459
SPROTT ASSET MANAGEMENT LP(PSLV)419,08292,500-326,58210,2211,7450.64%-8,476
COEUR MNG INC(CDE)1,662,1331,362,024-300,10931,19822,2288.15%-8,970
MGM RESORTS INTERNATIONAL(MGM)419,33938,308-381,03115,5201,8320.67%-13,688
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Nokomis Capital, L.L.C. — 13F Holdings — Q2 2026 | TickerTrail