Guru Ownership Trend
Guru Analysis for Perpetua Resources Corp. (PPTA)
Perpetua Resources Corp. (PPTA), a key player in the Materials sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $881.57 M.
Top institutional holders include John Paulson and Louis Moore Bacon.
Notably, John Paulson has expressed high conviction in this stock, allocating 22.04% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $3.81 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 135.3%. Conversely, Donald Smith & Co reduced exposure by 10.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 22.04% | 32,347,299 | $654.39 M | Q3 2025 | ||
| 0.08% | Add 0.6% | 304,177 | $6.15 M | Q3 2025 | |
| 0.10% | Reduce -10.2% | 238,000 | $4.81 M | Q3 2025 | |
| 0.01% | New Buy | 194,693 | $3.94 M | Q3 2025 | |
| 0.00% | Add 135.3% | 32,674 | $660,995 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Perpetua Resources Corp. (PPTA)
Major holders include John Paulson ($654.39 M), Louis Moore Bacon ($6.15 M), Donald Smith & Co ($4.81 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 33.12 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.81 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited PPTA. The total reported sell value was $546,210.
Yes, 1 managers opened new positions in PPTA, and 2 increased their existing holdings. The total reported buy value was $4.35 M.