Nokomis Capital, L.L.C. — 13F holdings

Nokomis Capital, L.L.C. reported 55 holdings worth $290M in its 13F filing for Q2 2026, filed August 21, 2026.

Largest positions

  1. IAUX I-80 GOLD CORP — $26.5M (9.1%)
  2. CDE COEUR MNG INC — $22.2M (7.7%)
  3. OGC OCEANAGOLD CORP — $18.5M (6.4%)
  4. HBM HUDBAY MINERALS INC — $18.3M (6.3%)
  5. LAD LITHIA MTRS INC — $18.3M (6.3%)
  6. ASTS AST SPACEMOBILE INC — $14.8M (5.1%)
  7. BZH BEAZER HOMES USA INC — $14.3M (4.9%)
  8. AR ANTERO RESOURCES CORP — $12.4M (4.3%)
  9. IAUX.WS I-80 GOLD CORP — $10.7M (3.7%)
  10. DIA SPDR DOW JONES INDL AVERAGE — $9.81M (3.4%)