Gem Investment Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$101.7M
Q ending 2026-03-31
Prior quarter
$105.5M
Q ending 2025-12-31
Change
-3.6% QoQ
Positions
35
reported holdings

Largest positions

All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Garrett Motion IncGTXShares$18.5M1.0M
Sprott Asset Management LpCEFShares$9.0M188K
Absci CorporationABSIShares$6.5M2.2M
Cf Industries HoldCFShares$6.5M50K
Tejon Ranch CoTRCShares$5.8M310K
Oramed Pharmaceuticals IncORMPShares$5.6M1.6M
Stride IncLRNShares$5.4M62K
St Joe CoJOEShares$5.1M81K
Quidelortho CorpQDELShares$4.9M297K
Sotera Health CoSHCShares$4.7M327K
Pure Cycle CorpPCYOShares$4.5M450K
Grayscale Bitcoin Mini Tr EtBTCShares$4.4M146K
Larimar Therapeutics IncLRMRShares$3.8M854K
Pdf Solutions IncPDFSShares$3.5M106K
Fidelity Wise Origin BitcoinFBTCShares$2.4M40K
Security Natl Finl CorpSNFCAShares$1.5M158K
Grail IncGRALShares$1.4M27K
Black Stone Minerals L PBSMShares$1.3M85K
Rimini Str Inc DelRMNIShares$1.1M335K
U Haul Holding CompanyUHAL/BShares$908K20K
Star HldgsSTHOShares$896K118K
Alpha Tau Medical LtdShares$804K114K
Coursera IncCOURShares$756K130K
Seaport Entmt Group IncSEGShares$639K30K
Array Digital InfrastructureADShares$343K7K
Berkshire Hathaway Inc DelBRK/BShares$299K623
Latham Group IncSWIMShares$290K54K
Anterix IncATEXShares$274K7K
Driven Brands Hldgs IncDRVNShares$241K19K
Fortrea Hldgs IncFTREShares$172K18K
Usa Today Co IncTDAYShares$160K23K
Five Point Holdings LlcFPHShares$66K14K
Acacia Resh CorpACTGShares$54K11K
Entera Bio LtdShares$21K19K
Quidelortho CorpQDELCall$8K5K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.