Paulson & Co. Inc.
· Added
Change
+29.3M
Date
Q1 2026
TH
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Paulson & Co. Inc.
· Added
Change
+29.3M
Date
Q1 2026
|
Paulson & Co. Inc. | Added· Q1 2026 | – | +29.3M | – | Q1 2026 | |||||
|
Greenwich Wealth Management LLC
· New
Change
+10.0M
Date
Q1 2026
|
Greenwich Wealth Management LLC | New· Q1 2026 | – | +10.0M | – | Q1 2026 | |||||
|
Sprott Inc.
· Reduced
Change
−9.8M
Date
Q1 2026
|
Sprott Inc. | Reduced· Q1 2026 | – | −9.8M | – | Q1 2026 | |||||
|
Teacher Retirement System of Texas
· New
Change
+6.2M
Date
Q1 2026
|
Teacher Retirement System of Texas | New· Q1 2026 | – | +6.2M | – | Q1 2026 | |||||
|
FMR LLC
· New
Change
+4.8M
Date
Q1 2026
|
FMR LLC | New· Q1 2026 | – | +4.8M | – | Q1 2026 | |||||
|
Kopernik Global Investors, LLC
· Added
Change
+3.2M
Date
Q1 2026
|
Kopernik Global Investors, LLC | Added· Q1 2026 | – | +3.2M | – | Q1 2026 | |||||
|
Electrum Group LLC
· Added
Change
+3.2M
Date
Q1 2026
|
Electrum Group LLC | Added· Q1 2026 | – | +3.2M | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Exited
Change
−888K
Δ Own
−100.0%
Date
Q1 2026
|
Marshall Wace, LLP | Exited· Q1 2026 | – | −888K | −100.0% | Q1 2026 | |||||
|
Acadian Asset Management LLC
· Added
Change
+631K
Date
Q1 2026
|
Acadian Asset Management LLC | Added· Q1 2026 | – | +631K | – | Q1 2026 | |||||
|
Van Eck Associates Corp
· New
Change
+287K
Date
Q1 2026
|
Van Eck Associates Corp | New· Q1 2026 | – | +287K | – | Q1 2026 | |||||
|
Bank of America Corp
· Added
Change
+285K
Date
Q1 2026
|
Bank of America Corp | Added· Q1 2026 | – | +285K | – | Q1 2026 | |||||
|
Connor, Clark & Lunn Investment Management Ltd.
· Added
Change
+267K
Date
Q1 2026
|
Connor, Clark & Lunn Investment Management Ltd. | Added· Q1 2026 | – | +267K | – | Q1 2026 | |||||
|
Covalis Capital LLP
· New
Change
+235K
Date
Q1 2026
|
Covalis Capital LLP | New· Q1 2026 | – | +235K | – | Q1 2026 | |||||
|
Lombard Odier Asset Management (usa) Corp
· Exited
Change
−174K
Δ Own
−100.0%
Date
Q1 2026
|
Lombard Odier Asset Management (usa) Corp | Exited· Q1 2026 | – | −174K | −100.0% | Q1 2026 | |||||
|
National Bank of Canada
· New
Change
+158K
Date
Q1 2026
|
National Bank of Canada | New· Q1 2026 | – | +158K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Harshaw Stuart Alan
· Director
Grant (A)
36K
|
Harshaw Stuart Alan | Director | Grant (A) | – | 36K | – | 36K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Hanneman Karl L.
· Director
2 operations
186K
|
Hanneman Karl L. | Director | 2 operations | – | 186K | – | 150K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Tully Edel
· Director
Grant (A)
36K
|
Tully Edel | Director | Grant (A) | – | 36K | – | 36K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Cole Andrew Phillip
· Director
Grant (A)
36K
|
Cole Andrew Phillip | Director | Grant (A) | – | 36K | – | 36K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Drescher Anton J.
· Director
Grant (A)
36K
|
Drescher Anton J. | Director | Grant (A) | – | 36K | – | 36K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Cross David Allen
· CFO
Grant (A)
15K
|
Cross David Allen | CFO | Grant (A) | – | 15K | – | 15K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Weng Thomas S.
· Director
Grant (A)
42K
|
Weng Thomas S. | Director | Grant (A) | – | 42K | – | 42K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Paulson & Co. Inc.
· 10% Owner
Buy
+$13M
|
Paulson & Co. Inc. | 10% Owner | Buy | $2.56 | +4.9M | +$13M | 104.5M | – | Apr 16, 2026 | Apr 20, 2026 | |||||||||
|
Drescher Anton J.
· Director
Grant (A)
12K
|
Drescher Anton J. | Director | Grant (A) | – | 12K | – | 12K | – | Feb 9, 2026 | Feb 11, 2026 | |||||||||
|
Weng Thomas S.
· Director
Grant (A)
18K
|
Weng Thomas S. | Director | Grant (A) | – | 18K | – | 18K | – | Feb 9, 2026 | Feb 11, 2026 | |||||||||
|
Tully Edel
· Director
Grant (A)
12K
|
Tully Edel | Director | Grant (A) | – | 12K | – | 12K | – | Feb 9, 2026 | Feb 11, 2026 | |||||||||
|
Paulson & Co. Inc.
· 10% Owner
Buy
+$3.3M
|
Paulson & Co. Inc. | 10% Owner | Buy | $2.22 | +1.5M | +$3.3M | 99.6M | – | Jan 29, 2026 | Jan 30, 2026 | |||||||||
|
Paulson & Co. Inc.
· 10% Owner
Buy
+$22M
|
Paulson & Co. Inc. | 10% Owner | Buy | $2.22 | +9.8M | +$22M | 98.1M | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Electrum Strategic Opportunities Fund II L.P.
· 10% Owner
Buy
+$7.0M
|
Electrum Strategic Opportunities Fund II L.P. | 10% Owner | Buy | $2.22 | +3.2M | +$7.0M | 3.2M | – | Jan 27, 2026 | Jan 29, 2026 | |||||||||
|
Paulson & Co. Inc.
· 10% Owner
Buy
+$40M
|
Paulson & Co. Inc. | 10% Owner | Buy | $2.22 | +18.0M | +$40M | 88.3M | – | Jan 27, 2026 | Jan 27, 2026 | |||||||||
N
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55 reporting institutions disclosed THM position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.