NEM β€” NEWMONT MINING COM

Ownership history in Dorsey Wright & Associates  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Dorsey Wright & Associates reported a position in NEWMONT MINING COM (NEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.24% (2025 Q4)
πŸ“Š Avg. % of fund
1.62%
πŸ“… First filed
2009 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Dorsey Wright & Associates Γ— NEM AI Analytics

πŸ“‰ Dorsey Wright & Associates underperformed the S&P 500 by –109.1% annually on this NEM position. Timing score: 50% (4/8 decisions correct). Average cost basis: $51.16. Maximum drawdown during holding period: –8.5%.

πŸ“ˆ Position Alpha vs SPY
-109.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 109.1% ann.
8 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$51.16
+94.8% vs current ($99.65)

Best entry: $30.69 (2016 Q2)  Β·  Worst: $99.65 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–8.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

6 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Dorsey Wright & Associates has been actively increasing its NEM allocation β€” a bullish signal from insiders.
Currently 3.24% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NEM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 150,179 +9,834 +7.0% 3.24% $15.0M $99.65
2025 Q3 ADDED 140,345 +75,456 +116.3% 2.65% $11.8M $83.90
2020 Q3 REDUCED 64,889 -528 -0.8% 0.74% $4.1M $53.71
2020 Q2 ADDED 65,417 +39,990 +157.3% 0.82% $4.0M $52.07
2020 Q1 REDUCED 25,427 -118,869 -82.4% 0.44% $1.2M $38.02
2016 Q3 ADDED 144,296 +7,326 +5.3% 2.69% $5.7M $30.84
2016 Q2 ADDED 136,970 +98,926 +260.0% 2.85% $5.4M $30.69
2009 Q2 REDUCED 38,044 -2,890 -7.1% 0.46% $1.6M $28.69
2009 Q1 INITIATED 40,934 β€” β€” 0.72% $1.8M $31.36

🏒 Other funds also holding NEM

As of 2025 Q4 β€” sorted by position size

Regal Partners Ltd 3Y 7Y 11.93% Eschler Asset Management LLP 3Y 11.78% COLRAIN CAPITAL LLC 3Y 7Y 11.42% Forest Hill Capital, LLC 3Y 7Y 9.99% MUHLENKAMP & CO INC 3Y 7Y 7.64% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 7.64% SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3Y 7Y 7.62% WILKINS INVESTMENT COUNSEL INC 3Y 7Y 6.65% Lesa Sroufe & Co 3Y 7Y 6.0% Blue Whale Capital LLP 3Y 5.33%
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