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13F-HR filed by Eschler Asset Management LLP

Eschler Asset Management LLP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 56 holding rows worth $148,355,838.

Accession
0000919574-26-000937
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 57 entries on the cover page, a total value of $148,355,838 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,355,838 with VALUE read as dollars as filed, 13F file number 028-21897. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VANECK ETF TRUST92189F791JUNIOR GOLD MINE200,000$22,756,000dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock521,620$20,124,100dollars as filed
NEWMONT CORP651639106COM175,000$17,473,750dollars as filed
I-80 GOLD CORP44955L106COM7,500,000$10,950,000dollars as filed
HECLA MNG CO422704106COM250,000$4,797,500dollars as filed
Vanguard S&P 500 ETF922908363COM7,552$4,736,086dollars as filed
VANGUARD STAR FDS921909768COM62,218$4,693,726dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,690$4,609,722dollars as filed
Vanguard Short-Term Bond ETF921937827SHS48,682$3,836,628dollars as filed
META PLATFORMS INC CL A30303M102COM5,396$3,561,846dollars as filed
SIBANYE STILLWATER LTD SPONSORED ADR82575P107ADR235,475$3,355,519dollars as filed
NVIDIA Corp67066G104COM17,930$3,344,028dollars as filed
KANZHUN LIMITED48553T106SPONSORED ADS150,000$3,057,000dollars as filed
IMMUNOCORE HLDGS PLC ADS45258D105ADR80,000$2,776,800dollars as filed
COEUR MNG INC COM NEW192108504Stock128,690$2,294,543dollars as filed
Broadcom Inc.11135F101COM6,449$2,231,999dollars as filed
SSR MINING IN784730103COM98,930$2,168,546dollars as filed
B2GOLD CORP COM11777Q209Stock469,257$2,116,349dollars as filed
ISHARES INC464286780MSCI STH AFR ETF27,000$1,857,600dollars as filed
FUTU HLDGS LTD SPON ADS CL A36118L106ADR11,000$1,806,310dollars as filed
HARMONY GOLD MINING CO LTD SPONSORED ADR413216300ADR70,596$1,404,860dollars as filed
ADVISORSHARES TR00768Y453PURE US CANNABIS296,784$1,400,820dollars as filed
IAMGOLD CORP COM450913108Stock84,717$1,396,983dollars as filed
ENOVA INTL INC29357K103COM8,812$1,385,246dollars as filed
ARK ETF TR00214Q807SPACE & DEFENSE45,383$1,315,199dollars as filed
ISHARES SILVER TR46428Q909CALL1,000$1,230,000dollars as filedcall
NU HLDGS LTDG6683N103ORD SHS CL A70,000$1,171,800dollars as filed
KASPI KZ JSC48581R205SPONSORED ADS13,975$1,091,867dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock9,660$993,917dollars as filed
BOSTON BEER INC CL A100557107Stock4,600$897,598dollars as filed
HCA Healthcare Inc40412C101COM1,910$891,703dollars as filed
NATURAL RESOURCE PARTNERS LP63900P608COM UNIT LTD PAR8,000$835,200dollars as filed
BlackRock,Inc.09290D101COM762$815,599dollars as filed
HESAI GROUP428050108SPONSORED ADS33,000$739,200dollars as filed
MERCADOLIBREINC58733R102STOK364$733,016dollars as filed
VALARIS LTDG9460G101CL A14,300$720,720dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock144,000$594,720dollars as filed
GDS HLDGS LTD SPONSORED ADS36165L108ADR16,300$568,870dollars as filed
ROBLOX CORP CL A771049103Stock6,850$555,056dollars as filed
SEABRIDGE GOLD INC811916105COM *D*18,000$532,620dollars as filed
ROYAL GOLD INC780287108COM2,325$516,824dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock2,363$508,140dollars as filed
PONY AI INC732908108SPONSORED ADS34,700$503,150dollars as filed
Amazon.com, Inc023135106COM2,173$501,639dollars as filed
VALE S A91912E105SPONSORED ADS35,000$456,050dollars as filed
WOODWARD INC COM980745103Stock1,460$441,387dollars as filed
SEA LTD81141R100SPONSORD ADS3,400$433,738dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW5,679$431,093dollars as filed
FIRST SOLAR INC COM336433107Stock1,604$419,013dollars as filed
HUT 8 CORP44812J104COM8,990$413,001dollars as filed
CRONOS GROUP INC22717L101COM143,998$378,715dollars as filed
PERPETUA RESOURCES CORP714266103COM15,000$363,150dollars as filed
ATRENEW INC00138L108SPONSORED ADS62,300$330,190dollars as filed
VOX ROYALTY CORP92919F103COMMON STOCK64,200$304,308dollars as filed
Micron Technology,Inc.595112103COM1,000$285,410dollars as filed
NOAH HLDGS LTD65487X102SPON ADS CL A24,600$246,984dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-26-000937this filing2026-02-13acceptance time not in the bulk data set