LARGO INC LGO
COM · Common Stock · CUSIP 517097101 · ISIN CA5170971017
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $0.57. Options: 10 managers hold calls ($1.6m notional), 5 hold puts ($59.6k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 55 |
| Q4 2022 | 47 |
| Q1 2023 | 44 |
| Q2 2023 | 45 |
| Q3 2023 | 43 |
| Q4 2023 | 41 |
| Q1 2024 | 35 |
| Q2 2024 | 41 |
| Q3 2024 | 38 |
| Q4 2024 | 34 |
| Q1 2025 | 36 |
| Q2 2025 | 32 |
| Q3 2025 | 37 |
| Q4 2025 | 39 |
| Q1 2026 | 41 |
| Q2 2026 | 38 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 11 | 14 |
| Q4 2024 | 12 | 14 |
| Q1 2025 | 11 | 15 |
| Q2 2025 | 12 | 17 |
| Q3 2025 | 21 | 13 |
| Q4 2025 | 18 | 20 |
| Q1 2026 | 30 | 12 |
| Q2 2026 | 14 | 26 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $383.7k | $0 | 0.00 |
| Q4 2025 | $343.2k | $299.8k | 0.87 |
| Q1 2026 | $4.0m | $361.6k | 0.09 |
| Q2 2026 | $1.6m | $59.6k | 0.04 |
Biggest buyers
| DLD Asset Management, LP | New | +2.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +192.5k |
| XTX Topco Ltd | Added | +76.5k |
| Resurgent Financial Advisors LLC | New | +40.0k |
| GROUP ONE TRADING LLC | Added | +36.8k |
| TORONTO DOMINION BANK | New | +28.0k |
| SIMPLEX TRADING, LLC | New | +13.9k |
| MILLENNIUM MANAGEMENT LLC | New | +11.0k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | Added | +10.0k |
| UBS Group AG | Added | +6.5k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -737.6k |
| MARSHALL WACE, LLP | Reduced | -559.5k |
| JANE STREET GROUP, LLC | Reduced | -304.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -286.3k |
| Quadrature Capital Ltd | Sold out | -156.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -152.9k |
| HRT FINANCIAL LP | Sold out | -105.5k |
| Centiva Capital, LP | Reduced | -94.2k |
| CITADEL ADVISORS LLC | Sold out | -81.4k |
| Russell Investments Group, Ltd. | Reduced | -78.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $608.4k959.3k shares |
| DLD Asset Management, LP | Reduced | $409.9k650.6k shares |
| HRT FINANCIAL LP | Unchanged | $237.0k375.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $102.8k163.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $99.2k156.5k shares |
| IMC-Chicago, LLC | Reduced | $30.6k48.2k shares |
| JANE STREET GROUP, LLC | Added | $25.7k41.5k shares |
| Marathon Trading Investment Management LLC | Reduced | $17.6k27.8k shares |
| GROUP ONE TRADING LLC | Reduced | $16.6k26.1k shares |
| SPROTT INC. | Unchanged | $7.6k11.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.5k50.0k shares |
| IMC-Chicago, LLC | Added | $20.1k31.7k shares |
| JANE STREET GROUP, LLC | New | $6.9k11.2k shares |
| SIMPLEX TRADING, LLC | Added | $6341.0k shares |
| GROUP ONE TRADING LLC | Added | $381600 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Arias Resource Capital GP Ltd. 13G · exempt (held before listing) filed 2026-02-11 | 43.1% |
| West Family Investments, Inc. 13G · passive investor filed 2025-11-12 | 5.2% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 5.1m $3.1m | Unchanged |
| DLD Asset Management, LP 0.11% of their portfolio | 2.2m $1.4m | New |
| West Family Investments, Inc. 0.13% of their portfolio | 2.2m $466.3k | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.1m $713.1k | Reduced -559.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.0m $638.6k | Reduced -286.3k |
| SPROTT INC. 0.02% of their portfolio | 753.5k $477.9k | Reduced -1.2k |
| Brooklands Fund Management Ltd 0.38% of their portfolio | 725.0k $482.3k | Reduced -35.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 544.8k $345.5k | Reduced -737.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 369.1k $234.1k | Reduced -60.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 344.3k $218.3k | Reduced -152.9k |
| XTX Topco Ltd 0.00% of their portfolio | 270.8k $171.7k | Added +76.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 192.5k $122.1k | New |
| Centiva Capital, LP 0.00% of their portfolio | 118.7k $75.3k | Reduced -94.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 92.7k $57.5k | Reduced -304.5k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.04% of their portfolio | 75.0k $47.6k | Added +10.0k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 67.5k $42.8k | Added +36.8k |
| UBS Group AG 0.00% of their portfolio | 50.8k $32.2k | Added +6.5k |
| Resurgent Financial Advisors LLC 0.01% of their portfolio | 40.0k $25.4k | New |
| MORGAN STANLEY 0.00% of their portfolio | 30.9k $19.6k | Reduced -7.0k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 28.0k $17.4k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 15.4k $9.6k | Reduced -78.9k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 13.9k $8.8k | New |
| Mraz, Amerine & Associates, Inc. 0.00% of their portfolio | 13.8k $8.8k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 11.1k $7.0k | Reduced -21.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 11.0k $6.8k | New |
| LPL Financial LLC 0.00% of their portfolio | 10.7k $6.8k | Unchanged |
| Compagnie Lombard Odier SCmA 0.00% of their portfolio | 9.2k $5.7k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 7.5k $4.7k | Added +4.5k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 5.7k $3.5k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.7k $2.0k | Reduced -56.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.3k $1.4k | Added +900 |
| Ancora Advisors LLC 0.00% of their portfolio | 2.0k $1.3k | Added +1.2k |
| US BANCORP \DE\ 0.00% of their portfolio | 2.0k $1.3k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 1.9k $1.4k | Reduced -1.5k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1.3k $563 | Reduced -499 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 500 $318 | New |
| Triumph Capital Management 0.00% of their portfolio | 75 $48 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $1 | Reduced -3 |