AEGIS FINANCIAL CORP — 13F holdings

AEGIS FINANCIAL CORP reported 39 holdings worth $633M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. CVE Cenovus Energy Inc — $85.6M (13.5%)
2. PDS PRECISION DRILLING CORP — $38.7M (6.1%)
3. EQX EQUINOX GOLD CORP — $37.7M (6.0%)
4. HOG HARLEY DAVIDSON INC — $33.5M (5.3%)
5. HNRG HALLADOR ENERGY COMPANY — $31.5M (5.0%)
6. RDN RADIAN GROUP INC — $30.8M (4.9%)
7. VET VERMILION ENERGY INC — $30.5M (4.8%)
8. PBF PBF ENERGY INC — $28.2M (4.5%)
9. RYZ RYERSON HLDG CORP — $27.5M (4.3%)
10. GAU GALIANO GOLD INC — $26.4M (4.2%)