U S GLOBAL INVESTORS INC Quant / Systematic

CIK: 0000754811 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 23, 2024

Total Value ($000): $1,486,701 (100.0% shares, 0.0% debt)

Holdings (143)

LUV SOUTHWEST AIR 12.1%
Value ($000) $179,355 Shares 6,210,347 Est. Cost $35.31 Unrealized -29.9%
DAL DELTA AIR LI 12.0%
Value ($000) $178,400 Shares 4,434,509 Est. Cost $34.35 Unrealized +3.2%
AAL AMERICAN AIRLINE 11.7%
Value ($000) $174,159 Shares 12,675,358 Est. Cost $15.39 Unrealized -18.4%
UAL UNITED AIRLINES 11.5%
Value ($000) $171,637 Shares 4,159,899 Est. Cost $41.45 Unrealized -5.1%
ULCC FRONTIER GROUP H 3.9%
Value ($000) $57,241 Shares 10,483,645 Est. Cost $7.30 Unrealized -40.1%
JBLU JETBLUE AIRWAYS 3.7%
Value ($000) $54,286 Shares 9,781,327 Est. Cost $9.94 Unrealized -52.8%
ALK ALASKA AIR GROUP 3.6%
Value ($000) $54,219 Shares 1,387,734 Est. Cost $41.47 Unrealized -14.0%
ALGT ALLEGIANT TRAVEL 3.6%
Value ($000) $53,453 Shares 647,055 Est. Cost $101.98 Unrealized -30.8%
SKYW SKYWEST INC 3.4%
Value ($000) $49,996 Shares 957,769 Est. Cost $29.71 Unrealized +51.3%
SNCY SUN COUNTRY HOLD 3.0%
Value ($000) $44,839 Shares 2,850,525 Est. Cost $18.89 Unrealized -22.1%
TRIP TRIPADVISOR INC 2.5%
Value ($000) $37,337 Shares 1,734,180 Est. Cost $35.88 Unrealized -51.1%
BKNG BOOKING HOLDINGS 2.4%
Value ($000) $36,008 Shares 10,151 Est. Cost $2328.66 Unrealized +31.7%
BA BOEING CO/THE 2.4%
Value ($000) $35,780 Shares 137,266 Est. Cost $163.57 Unrealized +30.8%
AIR TRANSPORT SE 2.3%
Value ($000) $34,909 Shares 1,982,354 Est. Cost $18.52 Unrealized
EXPE EXPEDIA GROUP IN 2.3%
Value ($000) $34,407 Shares 226,674 Est. Cost $158.66 Unrealized -23.4%
GD GENERAL DYNAMICS 2.2%
Value ($000) $32,772 Shares 126,206 Est. Cost $135.67 Unrealized +72.7%
TXT TEXTRON INC 2.2%
Value ($000) $32,707 Shares 406,705 Est. Cost $64.59 Unrealized +19.8%
TCOM TRIP.COM GRO-ADR 1.2%
Value ($000) $17,757 Shares 493,117 Est. Cost $31.16 Unrealized
CPA COPA HOLDIN-CL A 1.2%
Value ($000) $17,556 Shares 165,137 Est. Cost $80.48 Unrealized -0.5%
RYAAY RYANAIR HLDG-ADR 1.2%
Value ($000) $17,228 Shares 129,183 Est. Cost $96.26 Unrealized
RGLD ROYAL GOLD INC 0.7%
Value ($000) $10,783 Shares 89,143 Est. Cost $115.78 Unrealized -2.4%
FNV FRANCO-NEVADA CO 0.7%
Value ($000) $10,492 Shares 94,686 Est. Cost $119.41 Unrealized -0.1%
WPM WHEATON PRECIOUS 0.7%
Value ($000) $10,429 Shares 211,362 Est. Cost $27.41 Unrealized +62.3%
ASR GRUPO AEROPO-ADR 0.7%
Value ($000) $10,193 Shares 34,638 Est. Cost $294.27 Unrealized
MMYT MAKEMYTRIP LTD 0.6%
Value ($000) $8,528 Shares 181,529 Est. Cost $34.68 Unrealized +21.6%
EMBJ EMBRAER SA-ADR 0.5%
Value ($000) $7,938 Shares 430,251 Est. Cost $16.22 Unrealized
AZUL SA-ADR 0.5%
Value ($000) $7,681 Shares 792,721 Est. Cost $11.56 Unrealized
HMY HARMONY GOLD-ADR 0.5%
Value ($000) $6,769 Shares 1,100,726 Est. Cost $3.24 Unrealized
OSISKO GOLD ROYA 0.5%
Value ($000) $6,704 Shares 469,455 Est. Cost $12.90 Unrealized
CGAU CENTERRA GOLD IN 0.3%
Value ($000) $4,707 Shares 788,003 Est. Cost $5.51 Unrealized -5.6%
SANDSTORM GOLD 0.3%
Value ($000) $4,696 Shares 933,690 Est. Cost $5.15 Unrealized
NGD NEW GOLD INC 0.3%
Value ($000) $4,591 Shares 3,144,658 Est. Cost $0.90 Unrealized +39.8%
SBSW SIBANYE-STI-ADR 0.3%
Value ($000) $3,867 Shares 712,141 Est. Cost $8.38 Unrealized
EGO ELDORADO GOLD 0.2%
Value ($000) $3,705 Shares 285,670 Est. Cost $9.67 Unrealized +16.3%
VOXR VOX ROYALTY CORP 0.2%
Value ($000) $3,502 Shares 1,700,000 Est. Cost $2.30 Unrealized -15.3%
DRD DRDGOLD LTD-ADR 0.2%
Value ($000) $3,406 Shares 428,448 Est. Cost $8.86 Unrealized
SSRM SSR MINING IN 0.2%
Value ($000) $3,405 Shares 316,439 Est. Cost $12.15 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW 0.2%
Value ($000) $3,031 Shares 225,000 Est. Cost $7.25 Unrealized +79.0%
BVN BUENAVENTURA-ADR 0.2%
Value ($000) $2,923 Shares 191,792 Est. Cost $15.24 Unrealized
BTG B2GOLD CORP 0.2%
Value ($000) $2,666 Shares 843,736 Est. Cost $3.02 Unrealized -3.6%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $2,468 Shares 45,000 Est. Cost $45.71 Unrealized +4.9%
RACE FERRARI N V 0.2%
Value ($000) $2,437 Shares 7,200 Est. Cost $331.45 Unrealized +0.7%
GFI GOLD FIELDS LTD 0.1%
Value ($000) $2,097 Shares 145,000 Est. Cost $13.47 Unrealized
EMX EMX ROYALTY CORP 0.1%
Value ($000) $2,010 Shares 1,250,000 Est. Cost $1.27 Unrealized
SILVERCREST META 0.1%
Value ($000) $1,870 Shares 285,000 Est. Cost $6.15 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,815 Shares 8,050 Est. Cost $144.05 Unrealized +37.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,777 Shares 7,350 Est. Cost $227.93 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.1%
Value ($000) $1,513 Shares 250,000 Est. Cost $4.24 Unrealized +29.0%
UBS UBS GROUP AG 0.1%
Value ($000) $1,499 Shares 48,500 Est. Cost $26.30 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $1,454 Shares 29,550 Est. Cost $56.28 Unrealized -19.3%
VIZSLA SILVER CO 0.1%
Value ($000) $1,419 Shares 1,125,000 Est. Cost $1.67 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1,280 Shares 7,500 Est. Cost $87.52 Unrealized +96.3%
KKR KKR & CO INC 0.1%
Value ($000) $1,205 Shares 14,550 Est. Cost $66.83 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,157 Shares 6,800 Est. Cost $129.66 Unrealized +11.7%
TFPM TRIPLE FLAG 0.1%
Value ($000) $999 Shares 75,000 Est. Cost $13.63 Unrealized -4.0%
COTY COTY INC 0.1%
Value ($000) $981 Shares 79,000 Est. Cost $11.78 Unrealized -8.3%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $942 Shares 47,000 Est. Cost $17.39 Unrealized -7.8%
AU ANGLOGOLD ASHANTI PLC 0.1%
Value ($000) $935 Shares 50,000 Est. Cost $17.14 Unrealized -2.2%
SGI TEMPUR SEALY INTL INC 0.1%
Value ($000) $923 Shares 18,100 Est. Cost $42.42 Unrealized 0.0%
FORTUNA SILVER MINES INC 0.1%
Value ($000) $849 Shares 220,000 Est. Cost $3.86 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $838 Shares 45,200 Est. Cost $14.80 Unrealized -1.9%
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $828 Shares 55,000 Est. Cost $13.48 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $821 Shares 2,000 Est. Cost $352.90 Unrealized +8.7%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $802 Shares 1,200 Est. Cost $71.44 Unrealized +42.3%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $798 Shares 50,000 Est. Cost $12.37 Unrealized
EU ENCORE ENERGY CO 0.1%
Value ($000) $787 Shares 200,000 Est. Cost $2.33 Unrealized +52.5%
IAG IAMGOLD CORP 0.1%
Value ($000) $759 Shares 300,000 Est. Cost $2.40 Unrealized +0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $731 Shares 5,000 Est. Cost $127.17 Unrealized 0.0%
SVM SILVERCORP METALS INC 0.0%
Value ($000) $658 Shares 250,000 Est. Cost $3.68 Unrealized -33.4%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $637 Shares 6,200 Est. Cost $80.29 Unrealized +3.8%
VIPER ENERGY INC 0.0%
Value ($000) $628 Shares 20,000 Est. Cost $31.38 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $624 Shares 12,000 Est. Cost $15.47 Unrealized +230.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $597 Shares 10,000 Est. Cost $25.18 Unrealized +132.8%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $577 Shares 7,500 Est. Cost $79.10 Unrealized -2.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $445 Shares 3,000 Est. Cost $141.98 Unrealized 0.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $437 Shares 5,500 Est. Cost $61.24 Unrealized +23.4%
MARATHON OIL CORP 0.0%
Value ($000) $423 Shares 17,500 Est. Cost $24.16 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $408 Shares 20,000 Est. Cost $17.12 Unrealized 0.0%
DQ DAQO NEW ENERGY CORP 0.0%
Value ($000) $399 Shares 15,000 Est. Cost $26.60 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $393 Shares 8,000 Est. Cost $43.77 Unrealized 0.0%
WTTR SELECT WATER SOLUTIONS INC 0.0%
Value ($000) $380 Shares 50,000 Est. Cost $7.59 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $376 Shares 17,500 Est. Cost $21.50 Unrealized
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $376 Shares 1,000,000 Est. Cost $1.70 Unrealized -79.1%
SKE SKEENA RESOURCES 0.0%
Value ($000) $365 Shares 75,000 Est. Cost $10.34 Unrealized -59.2%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $365 Shares 15,000 Est. Cost $23.39 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $362 Shares 10,000 Est. Cost $22.70 Unrealized +60.6%
APA APA CORPORATION 0.0%
Value ($000) $359 Shares 10,000 Est. Cost $34.62 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $358 Shares 2,750 Est. Cost $68.12 Unrealized +75.2%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $357 Shares 13,000 Est. Cost $20.51 Unrealized 0.0%
IAUX I-80 GOLD CORP 0.0%
Value ($000) $352 Shares 200,000 Est. Cost $2.49 Unrealized -38.4%
JNUG DIREXION SHS ETF TR 0.0%
Value ($000) $349 Shares 10,300 Est. Cost $33.89 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $332 Shares 2,000 Est. Cost $144.27 Unrealized 0.0%
NUGT DIREXION SHS ETF TR 0.0%
Value ($000) $316 Shares 9,100 Est. Cost $34.78 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $304 Shares 10,000 Est. Cost $16.21 Unrealized +102.4%
TRMD TORM PLC-A 0.0%
Value ($000) $267 Shares 8,769 Est. Cost $19.25 Unrealized +13.0%
DNN DENISON MINES CORP 0.0%
Value ($000) $266 Shares 150,000 Est. Cost $1.38 Unrealized +20.9%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $262 Shares 10,000 Est. Cost $20.25 Unrealized +9.0%
SGML SIGMA LITHIUM CORPORATION 0.0%
Value ($000) $252 Shares 8,000 Est. Cost $27.90 Unrealized 0.0%
CDE COEUR MNG INC 0.0%
Value ($000) $249 Shares 3,275 Est. Cost Unrealized
URG UR-ENERGY INC 0.0%
Value ($000) $231 Shares 150,000 Est. Cost $1.55 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $216 Shares 5,000 Est. Cost $35.17 Unrealized +18.4%
NEM NEWMONT CORP 0.0%
Value ($000) $205 Shares 500 Est. Cost Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $204 Shares 15,000 Est. Cost $13.69 Unrealized 0.0%
TEEKAY TANK-CL A 0.0%
Value ($000) $196 Shares 3,917 Est. Cost $41.95 Unrealized
INSW INTERNATIONAL SE 0.0%
Value ($000) $192 Shares 4,230 Est. Cost $35.36 Unrealized +5.0%
IE IVANHOE ELECTRIC 0.0%
Value ($000) $181 Shares 17,998 Est. Cost $11.51 Unrealized -8.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $174 Shares 1,500 Est. Cost $32.91 Unrealized +233.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $153 Shares 300 Est. Cost $432.06 Unrealized 0.0%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $152 Shares 75,000 Est. Cost $3.87 Unrealized -35.5%
GXO GXO LOGISTIC 0.0%
Value ($000) $151 Shares 2,472 Est. Cost $47.71 Unrealized +17.4%
EXPD EXPEDITORS INTL 0.0%
Value ($000) $150 Shares 1,179 Est. Cost $107.46 Unrealized +6.7%
UPS UNITED PARCEL-B 0.0%
Value ($000) $147 Shares 932 Est. Cost $163.01 Unrealized -17.6%
ZTO ZTO EXPRESS -ADR 0.0%
Value ($000) $141 Shares 6,636 Est. Cost $23.97 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $136 Shares 539 Est. Cost $220.20 Unrealized +10.0%
ATLX ATLAS LITHIUM CORP 0.0%
Value ($000) $125 Shares 4,000 Est. Cost $23.12 Unrealized +12.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $117 Shares 900 Est. Cost $77.05 Unrealized +30.0%
ELECTRA BATTERY 0.0%
Value ($000) $113 Shares 300,000 Est. Cost $1.24 Unrealized
MATX MATSON INC 0.0%
Value ($000) $109 Shares 997 Est. Cost $85.67 Unrealized +7.9%
ONON ON HLDG AG 0.0%
Value ($000) $108 Shares 4,000 Est. Cost $31.65 Unrealized -13.9%
STNG SCORPIO TANKERS 0.0%
Value ($000) $106 Shares 1,741 Est. Cost $55.25 Unrealized
CMBT EURONAV NV 0.0%
Value ($000) $92 Shares 5,247 Est. Cost $12.62 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $49.89 Unrealized 0.0%
COPX GLOBAL X FDS 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $37.50 Unrealized
PZG PARAMOUNT GOLD NEV CORP 0.0%
Value ($000) $64 Shares 170,000 Est. Cost $1.07 Unrealized -68.5%
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $47 Shares 785 Est. Cost $17.14 Unrealized -2.2%
ICLN ISHARES TR 0.0%
Value ($000) $45 Shares 2,900 Est. Cost $15.57 Unrealized
NKE NIKE INC 0.0%
Value ($000) $41 Shares 200 Est. Cost Unrealized
TEUCRIUM COMMODITY TR 0.0%
Value ($000) $39 Shares 6,600 Est. Cost $5.97 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $37 Shares 1,700 Est. Cost $20.34 Unrealized
SLX VANECK ETF TRUST 0.0%
Value ($000) $37 Shares 500 Est. Cost $73.76 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $37 Shares 400 Est. Cost $91.41 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $36 Shares 700 Est. Cost $50.94 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.46 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $30 Shares 1,100 Est. Cost $27.10 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $29 Shares 2,900 Est. Cost $10.00 Unrealized
REMX VANECK ETF TRUST 0.0%
Value ($000) $25 Shares 400 Est. Cost $61.55 Unrealized
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $23 Shares 4,600 Est. Cost $5.07 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $23 Shares 800 Est. Cost $28.52 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $21 Shares 1,735 Est. Cost $12.23 Unrealized
KRBN KRANESHARES TR 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.13 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.48 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.35 Unrealized
ETF MANAGERS GRP COMMDTY TR 0.0%
Value ($000) $3 Shares 300 Est. Cost $5.49 Unrealized