U S GLOBAL INVESTORS INC EFXT ENERFLEX LTD

Ownership history in U S GLOBAL INVESTORS INC  ·  3 quarters on record

AI Ownership Summary

U S GLOBAL INVESTORS INC reported ENERFLEX LTD (EFXT) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows EFXT at 0.04% 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.

What this EFXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was U S GLOBAL INVESTORS INC's position in ENERFLEX LTD, 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
2026 Q2

EFXT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How U S GLOBAL INVESTORS INC held EFXT — position size vs. price
% of Fund (quarterly)    EFXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 17,000 0% 0.04% $417K 2026-07-27 $22.49
2026 Q1 UNCHANGED 17,000 0% 0.04% $356K 2026-05-01 $27.13
2025 Q4 INITIATED 17,000 0.03% $262K 2026-01-28 $17.60

FAQ About U S GLOBAL INVESTORS INC and EFXT

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

How long has U S GLOBAL INVESTORS INC reported owning EFXT?

U S GLOBAL INVESTORS INC reported EFXT across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported EFXT position in U S GLOBAL INVESTORS INC's portfolio?

The largest reported portfolio weight for EFXT was 0.04% in 2026 Q1.

What is the latest reported EFXT position on this page?

The most recent filing on this page is 2026 Q2, when U S GLOBAL INVESTORS INC reported 17,000 shares, equal to 0.04% of portfolio, with an estimated market value of $417K.

What does the chart on this EFXT ownership page compare?

The chart compares U S GLOBAL INVESTORS INC's quarterly EFXT 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.

← Back to U S GLOBAL INVESTORS INC Holdings