Ninepoint Partners LP PAAS — PAN AMERICAN SILVER CORP

Ownership history in Ninepoint Partners LP  ·  6 quarters on record

AI Ownership Summary

Ninepoint Partners LP reported PAN AMERICAN SILVER CORP (PAAS) in 6 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.66% in 2025 Q4. The latest visible filing shows PAAS at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ninepoint Partners LP's position in PAN AMERICAN SILVER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PAAS was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAAS stock page Ninepoint Partners LP fund profile Ninepoint Partners LP full holdings
How Ninepoint Partners LP held PAAS — position size vs. price
% of Fund (quarterly)    PAAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 115,621 +67,966 +142.6% 0.66% $6.0M 2026-02-14 (Est.) $57.78
2025 Q3 UNCHANGED — — — 47,655 — 0% 0.24% $1.8M 2025-11-12 $38.27
2025 Q2 UNCHANGED — — — 47,655 — 0% 0.22% $1.4M 2025-08-05 $29.06
2025 Q1 REDUCED 93.8% +10.4% ❌ 47,655 -722,605 -93.8% 0.20% $1.2M 2025-05-06 $24.87
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PAAS

As of 2026 Q1 — sorted by position size

Euro Pacific Asset Management, LLC 3Y 6.23% Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5.96% North of South Capital LLP 5.65% Lesa Sroufe & Co 3Y 7Y 5.41% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 5.38% HATCH COVE CAPITAL, LLC 5.12% Steadtrust LLC 4.05% O'Domhnaill Enterprises, Inc. 3.42% BUILDER INVESTMENT GROUP INC /ADV 3Y 3.17% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2.78%

FAQ About Ninepoint Partners LP and PAAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ninepoint Partners LP reported owning PAAS?

Ninepoint Partners LP reported PAAS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PAAS position in Ninepoint Partners LP's portfolio?

The largest reported portfolio weight for PAAS was 0.66% in 2025 Q4.

What is the latest reported PAAS position on this page?

The most recent filing on this page is 2025 Q4, when Ninepoint Partners LP reported 115,621 shares, equal to 0.66% of portfolio, with an estimated market value of $6.0M.

What does the chart on this PAAS ownership page compare?

The chart compares Ninepoint Partners LP's quarterly PAAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ninepoint Partners LP time their PAAS position?

Based on 13F filing dates vs. subsequent PAAS price moves, Ninepoint Partners LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PAAS relative to SPY over the holding period was +76.3%.

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