U S GLOBAL INVESTORS INC — 13F Holdings & Portfolio

CIK 754811 · latest 13F-HR filed 2026-07-27

U S GLOBAL INVESTORS INC manages $1.04B in 13F-reported U.S. long-equity assets across 146 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAL (10.43%), UAL (10.21%), LUV (9.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 20, added to 52, and trimmed 48.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7900 CALLAGHAN RD
SAN ANTONIO, TX 78229
Phone
(210) 308-1234
Filing Manager
U S GLOBAL INVESTORS INC
SAN ANTONIO, TX
Signatory
Lisa Callicotte
CFO
Loading holdings…
AUM

$1.04B

Long-equity book

Holdings

146

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+12 / −20 / ↑52 / ↓48

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SOUTHWEST AIR$39.4M +62.9%
  • AMERICAN AIRLINE$39.3M +56.9%
  • UNITED AIRLINES$33.9M +47.0%
  • DELTA AIR LI$22.8M +29.3%
  • ALLEGIANT TRAVEL$16.6M +68.4%
Show all 52

Top Trims

  • ROYAL GOLD INC-$20.4M -98.8%
  • GOLD FIELDS LTD-$13.5M -94.2%
  • ANGLOGOLD ASHANTI PLC-$11.9M -93.6%
  • COEUR MNG INC-$8.4M -54.0%
  • AGNICO EAGLE MINES LTD-$7.3M -61.2%
Show all 48

New Positions

  • AYA GOLD & SILVE$21.3M
  • CARNIVAL CORP LTD$1.5M
  • AMERICAN EXPRESS CO$1.3M
  • OCEANAGOLD CORP$1.3M
  • INTERNATIONAL SE$852.4K
Show all 12

Exited Positions

  • DRDGOLD LIMITED$7.2M
  • KINROSS GOLD$6.0M
  • ORLA MINING LTD$4.0M
  • ELEMENTAL ROYALT$2.8M
  • CARNIVAL CORP$1.4M
Show all 20
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN AIRLINE AAL 02376R102 $108.4M 10.43% 6,001,172 SH
2 UNITED AIRLINES UAL 910047109 $106.2M 10.21% 780,724 SH
3 SOUTHWEST AIR LUV 844741108 $102.1M 9.82% 1,985,637 SH
4 DELTA AIR LI DAL 247361702 $100.7M 9.68% 1,075,013 SH
5 ALLEGIANT TRAVEL ALGT 01748X102 $40.8M 3.93% 347,245 SH
6 FRONTIER GROUP H ULCC 35909R108 $38.9M 3.74% 4,914,655 SH
7 JETBLUE AIRWAYS JBLU 477143101 $34.4M 3.30% 5,996,231 SH
8 ALASKA AIR GROUP ALK 011659109 $33.4M 3.21% 639,713 SH
9 SKYWEST INC SKYW 830879102 $33.1M 3.18% 333,087 SH
10 SABRE CORP SABR 78573M104 $20.7M 1.99% 9,885,943 SH
11 TRIPADVISOR INC TRIP 896945201 $19.1M 1.84% 1,393,974 SH
12 EXPEDIA GROUP IN EXPE 30212P303 $18.9M 1.82% 73,940 SH
13 BOOKING HOLDINGS BKNG 09857L108 $18.1M 1.74% 101,546 SH
14 GENERAL DYNAMICS GD 369550108 $16.4M 1.58% 46,295 SH
15 FRANCO-NEVADA CO FNV 351858105 $16.4M 1.57% 78,532 SH
16 TEXTRON INC TXT 883203101 $16.3M 1.56% 177,167 SH
17 BOEING CO/THE BA 097023105 $16.2M 1.56% 74,907 SH
18 OR ROYALTIES INC OR 68390D106 $15.8M 1.52% 498,223 SH
19 WHEATON PRECIOUS WPM 962879102 $15.7M 1.51% 139,426 SH
20 AYA GOLD & SILVE AYA 05466C109 $14.6M 1.41% 775,000 SH
21 AMERICAS GOLD AN USAS 03062D803 $11.3M 1.09% 2,400,000 SH
22 LATAM AIRLINES G LTM 51817R205 $9.4M 0.90% 161,198 SH
23 IAMGOLD CORP IAG 450913108 $9.1M 0.88% 575,000 SH
24 RYANAIR HLDG-ADR RYAAY 783513203 $9.0M 0.87% 139,753 SH
25 VOX ROYALTY CORP VOXR 92919F103 $7.2M 0.69% 1,512,000 SH
26 TRIP.COM GRO-ADR TCOM 89677Q107 $7.0M 0.67% 175,270 SH
27 AYA GOLD & SILVE AYA 05466C109 $6.6M 0.64% 350,000 SH
28 HARMONY GOLD-ADR HMY 413216300 $6.5M 0.63% 428,647 SH
29 FORTUNA MINING C FSM 349942102 $6.3M 0.60% 743,591 SH
30 BARRICK MNG CORP B 06849F108 $6.2M 0.60% 170,000 SH
31 ENDEAVOUR SILVER EXK 29258Y103 $6.2M 0.60% 748,000 SH
32 ARIS MINING CORP ARIS 04040Y109 $6.0M 0.57% 400,000 SH
33 COEUR MNG INC CDE 192108504 $5.7M 0.55% 349,385 SH
34 MAKEMYTRIP LTD MMYT V5633W109 $5.3M 0.51% 99,379 SH
35 IAMGOLD CORP IAG 450913108 $4.8M 0.46% 303,486 SH
36 CENTERRA GOLD IN CGAU 152006102 $4.7M 0.46% 300,000 SH
37 GRUPO AEROPO-ADR OMAB 400501102 $4.7M 0.46% 41,857 SH
38 EMBRAER SA-ADR EMBJ 29082A107 $4.7M 0.45% 73,982 SH
39 AGNICO EAGLE MINES LTD AEM 008474108 $4.7M 0.45% 30,000 SH
40 NEWMONT CORP NEM 651639106 $4.6M 0.45% 49,739 SH
41 COPA HOLDIN-CL A CPA P31076105 $4.6M 0.45% 29,833 SH
42 PAN AMER SILVER PAAS 697900108 $4.6M 0.44% 103,000 SH
43 GRUPO AEROPO-ADR ASR 40051E202 $4.5M 0.43% 14,624 SH
44 METALLA RTY & STREAMING LTD MTA 59124U605 $3.8M 0.37% 500,000 SH
45 TRIPLE FLAG TFPM 89679M104 $3.4M 0.32% 112,000 SH
46 PAN AMERN SILVER CORP PAAS 697900108 $3.3M 0.32% 73,555 SH
47 AVINO SILVER ASM 053906103 $3.2M 0.31% 510,000 SH
48 AURA MINERALS INC AUGO G06973112 $3.1M 0.30% 50,000 SH
49 SSR MINING IN SSRM 784730103 $3.1M 0.30% 110,000 SH
50 ALAMOS GOLD INC NEW AGI 011532108 $3.0M 0.29% 100,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $1.04B 146 0001437749-26-024513
2026-03-31 2026-05-01 $857.6M 162 0001437749-26-014398
2025-12-31 2026-01-28 $934.0M 158 0001437749-26-002320