WhaleCreep

Gem Investment Advisors, LLC 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

Gem Investment Advisors, LLC disclosed 31 US equity positions worth $105.5m in its Q4 2025 13F filing. The largest position was GTX at 17.1% of the reported book, followed by ECHO and SPROTT ASSET MANAGEMENT LP.

· Q1 2026 →

What did Gem Investment Advisors, LLC own in Q4 2025? Top 31 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 GTX GARRETT MOTION INC Consumer Cyclical 17.1%$18.0m1,034,862 –
2 ECHO ECHOSTAR CORP Communication Services 10.6%$11.1m102,383 –
3 SPROTT ASSET MANAGEMENT LP 10.2%$10.8m235,091 –
4 ABSI ABSCI CORPORATION 7.2%$7.6m2,170,863 –
5 GRAL GRAIL INC 6.6%$7.0m81,701 –
6 SHC SOTERA HEALTH CO Healthcare 5.5%$5.8m327,875 –
7 ORMP ORAMED PHARMACEUTICALS INC 5.4%$5.7m1,998,802 –
8 PCYO PURE CYCLE CORP 4.7%$4.9m449,829 –
9 TRC TEJON RANCH CO 4.6%$4.9m309,985 –
10 JOE ST JOE CO Real Estate 4.6%$4.8m81,142 –
11 LRN STRIDE INC Consumer Defensive 3.8%$4.0m61,563 –
12 PDFS PDF SOLUTIONS INC Technology 2.9%$3.0m105,526 –
13 QDEL QUIDELORTHO CORP Healthcare 2.6%$2.8m96,720 –
14 IBIT ISHARES BITCOIN TRUST ETF 2.3%$2.4m49,157 –
15 FBTC FIDELITY WISE ORIGIN BITCOIN 2.1%$2.2m28,844 –
16 SNFCA SECURITY NATL FINL CORP 1.4%$1.4m158,171 –
17 RMNI RIMINI STR INC DEL 1.2%$1.3m334,657 –
18 UHAL/B U HAUL HOLDING COMPANY 1.2%$1.2m26,070 –
19 BSM BLACK STONE MINERALS L P 1.1%$1.1m84,632 –
20 STHO STAR HLDGS 1.0%$1.1m134,084 –
21 LRMR LARIMAR THERAPEUTICS INC Healthcare 1.0%$1.1m280,860 –
22 SEG SEAPORT ENTMT GROUP INC 0.7%$760.1k38,448 –
23 ALPHA TAU MEDICAL LTD 0.7%$721.8k145,815 –
24 BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%$401.6k799 –
25 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 0.4%$398.9k7,439 –
26 SWIM LATHAM GROUP INC Industrials 0.3%$343.4k54,078 –
27 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 0.3%$283.6k19,133 –
28 TDAY USA TODAY CO INC Communication Services 0.1%$116.6k22,632 –
29 FPH FIVE POINT HOLDINGS LLC Real Estate 0.1%$75.9k13,574 –
30 ACTG ACACIA RESH CORP Industrials 0.0%$42.1k11,250 –
31 ENTX ENTERA BIO LTD 0.0%$37.1k19,135 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.