Investment Manager Builds Large Triple Flag Precious Metals Position, According to Recent SEC Filing

3 weeks ago 16

Jake Lerch, The Motley Fool

Fri, February 27, 2026 astatine 10:17 AM CST 4 min read

On February 13, 2026, Global Strategic Management Inc disclosed a caller presumption successful Triple Flag Precious Metals (NYSE:TFPM), acquiring 323,309 shares for an estimated $10.73 cardinal based connected quarterly mean pricing.

According to a SEC filing dated February 13, 2026, Global Strategic Management Inc established a caller involvement successful Triple Flag Precious Metals by purchasing 323,309 shares successful the 4th fourth of 2025. The estimated transaction worth was $10.73 million, based connected the quarterly mean price. Quarter-end presumption worth accrued by $10.73 cardinal owed to the caller purchase.

This was a caller position, representing 8.95% of Global Strategic Management Inc’s 13F reportable assets nether absorption arsenic of December 31, 2025.

Top holdings aft the filing:

NYSE: FNV: $16.29 cardinal (13.6% of AUM)
NYSEMKT: MTA: $16.18 cardinal (13.5% of AUM)
NYSE: AEM: $11.89 cardinal (9.9% of AUM)
NYSE: TFPM: $10.73 cardinal (9.0% of AUM)
NYSE: FSM: $9.24 cardinal (7.7% of AUM)

As of February 12, 2026, shares were priced astatine $34.60, up 102.0% implicit the past year, with alpha versus the S&P 500 of 89.08 percent points.

Metric

Value

Market capitalization	$7.38 billion
Revenue (TTM)	$388.70 million
Net income (TTM)	$240.00 million
Dividend yield	0.63%

Provides gold- and silver-focused streaming and royalty agreements crossed a diversified portfolio of 78 assets, including 9 streams and 69 royalties.
Operates a royalty and streaming concern model, generating gross by acquiring rights to a percent of aboriginal precious metals accumulation from mining operators successful speech for upfront payments.
Serves mining companies successful Australia, Canada, Colombia, Mongolia, Peru, South Africa, and the United States, targeting operators seeking alternate financing solutions.

Triple Flag Precious Metals is simply a starring precious metals streaming and royalty institution headquartered successful Toronto, Canada. The institution leverages a scalable, asset-light exemplary to supply diversified vulnerability to golden and metallic accumulation without the operational risks of accepted mining. Its wide portfolio of 78 assets, including 9 streams and 69 royalties, provides important vulnerability to the planetary precious metals sector.

Global Strategic precocious acquired 323,000 shares of Triple Flag Precious Metals (TFPM) during the 4th fourth (for the 3 months ending connected Dec. 31, 2025), valued astatine $10.7 million. Here’s what it means for mean investors.

TFPM banal has enjoyed a fantastic tally implicit the past year, with shares advancing by 139%. Moreover, the stock’s year-to-date show is besides impressive. TFPM banal is up 24% since January 1, 2026. TFPM is simply a royalty institution that is highly correlated to the terms of precious metals, specified arsenic golden and silver.

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