Gemsstock Ltd.: NEWMONT CORP (NEM): Quarterly 13F Position History
As of Q1 2026, Gemsstock Ltd. reported 373,315 shares of NEWMONT CORP (NEM), worth $40.4M and representing 4.3% of its 13F equity book. Quarter-over-quarter share count change: + 62,900 (+20.3%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 373,315Shares Held (Latest Filing)
- $40.4MReported Market Value (Latest Filing)
- 4.3%Portfolio Weight (% of 13F Equity Book)
- +62,900Quarter-over-Quarter Share Change
- +$9.4MQuarter-over-Quarter Value Change
- 464,300Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 373,315 | +62,900 | +20.3% | $40.4M | 4.3% | $108.3 |
| Q4 2025 | 310,415 | 111,750 | -26.5% | $31.0M | 3.9% | $99.8 |
| Q3 2025 | 422,165 | +20,500 | +5.1% | $35.6M | 7.3% | $84.3 |
| Q2 2025 | 401,665 | +109,365 | +37.4% | $23.4M | 4.2% | $58.3 |
| Q1 2025 | 292,300 | 1,200 | -0.4% | $14.1M | 5.3% | $48.3 |
| Q4 2024 | 293,500 | 170,800 | -36.8% | $10.9M | 2.3% | $37.2 |
| Q3 2024 | 464,300 | +159,200 | +52.2% | $24.8M | 12.0% | $53.5 |
| Q2 2024 | 305,100 | — | — | $12.8M | 4.1% | $41.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Gemsstock Ltd. first disclose a NEM position in 13F-HR filings?
Gemsstock Ltd. first reported NEWMONT CORP (NEM) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Gemsstock Ltd.'s most recent quarter-over-quarter share-count change in NEM?
Between Q4 2025 and Q1 2026, Gemsstock Ltd. added 62,900 shares of NEM (+20.3%), bringing the total reported position to 373,315 shares at a market value of $40.4M.
Does the implied price-per-share represent Gemsstock Ltd.'s cost basis in NEM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.