Vault-13

SKEENA RES LTD NEW SKE

COM · Common Stock · CUSIP 83056P715 · ISIN CA83056P7157

53 institutional holders -10 vs Q4 2023
24,997,48025.0m shares reported held*
27.7% of all shares outstanding*
$115.6mreported value*
9 new 12 added 22 reduced 19 sold out net sold ≈ $12.3m (-2.7m shares)

* 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 ($3.2m this quarter). Holder counts are more reliable. Shares outstanding: 90.3m as of 2023-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.62. Options: 1 managers hold calls ($59.1k notional), 4 hold puts ($252.7k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 52Q4 22: 52Q1 23: 51Q2 23: 58Q3 23: 58Q4 23: 63Q1 24: 5353Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202252
Q4 202252
Q1 202351
Q2 202358
Q3 202358
Q4 202363
Q1 202453

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 22 bought or addedQ4 22: 21 cut or sold outQ4 22Q1 23: 26 bought or addedQ1 23: 17 cut or sold outQ1 23Q2 23: 41 bought or addedQ2 23: 12 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 23 cut or sold outQ3 23Q4 23: 35 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 21 bought or addedQ1 24: 41 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222221
Q1 20232617
Q2 20234112
Q3 20231723
Q4 20233525
Q1 20242141

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ2 23 calls: $0Q2 23 puts: $62.0kQ2 23P/C —Q3 23 calls: $38.6kQ3 23 puts: $62.6kQ3 23P/C 1.62Q4 23 calls: $10.7kQ4 23 puts: $197.9kQ4 23P/C 18.44Q1 24 calls: $59.1kQ1 24 puts: $252.7kQ1 24P/C 4.27
Numbers
QuarterCallsPutsP/C
Q2 2023$0$62.0k—
Q3 2023$38.6k$62.6k1.62
Q4 2023$10.7k$197.9k18.44
Q1 2024$59.1k$252.7k4.27

Biggest buyers

Goehring & Rozencwajg Associates, LLC Added +857,220+857.2k
CIBC WORLD MARKET INC. New +555,948+555.9k
Ruffer LLP Added +208,900+208.9k
PCJ Investment Counsel Ltd. New +200,000+200.0k
INGALLS & SNYDER LLC New +200,000+200.0k
DEUTSCHE BANK AG\ Added +116,225+116.2k
GOLDMAN SACHS GROUP INC Added +86,012+86.0k
Marex Group Ltd Added +41,139+41.1k
Knoll Capital Management, LLC New +38,786+38.8k
Nokomis Capital, L.L.C. New +33,600+33.6k

Biggest sellers

1832 Asset Management L.P. Reduced -2,050,000-2.0m
JUPITER ASSET MANAGEMENT LTD Reduced -953,150-953.1k
FMR LLC Reduced -348,517-348.5k
MORGAN STANLEY Reduced -215,669-215.7k
GILDER GAGNON HOWE & CO LLC Reduced -190,065-190.1k
JPMORGAN CHASE & CO Sold out -168,412-168.4k
Swiss National Bank Sold out -157,300-157.3k
RENAISSANCE TECHNOLOGIES LLC Sold out -128,050-128.1k
VAN ECK ASSOCIATES CORP Reduced -110,083-110.1k
TD Asset Management Inc Sold out -87,188-87.2k

Biggest calls

CITADEL ADVISORS LLC Added $59.1k12.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $165.4k35.8k shares
CITADEL ADVISORS LLC Added $87.3k18.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Reduced $0200 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.

HolderStakeChangeShares Last filed
Helikon Investments Ltd 13G · institution -1.6 pts · filed 2026-01-21 13.1% -1.6 pts 15.8m≈ $422.0m 2026-01-21
VAN ECK ASSOCIATES CORP 13G · institution filed 2026-08-14 7.2% 9.0m≈ $240.4m 2026-08-14
Jagwani Sunil 13G · passive investor new · filed 2026-04-16 5.3% new 6.4m≈ $170.8m 2026-04-16

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (4.9%, 2026-01-30)

Insider purchases and sales in Q1 2024

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 in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 4,406,8424.4m $20.3m $20.3m 0.03% Reduced -110.1k -110,083
2 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 3,637,1503.6m $16.7m $16.7m 0.01% Added +16.1k +16,100
3 JUPITER ASSET MANAGEMENT LTD 0.12% of their portfolio London, X0 2,646,8502.6m $12.2m $12.2m 0.12% Reduced -953.1k -953,150
4 Ruffer LLP 0.45% of their portfolio LONDON, X0 2,546,8702.5m $11.7m $11.7m 0.45% Added +208.9k +208,900
5 FMR LLC 0.00% of their portfolio BOSTON, MA 1,901,2001.9m $8.7m $8.7m 0.00% Reduced -348.5k -348,517
6 1832 Asset Management L.P. 0.01% of their portfolio TORONTO, A6 1,300,0001.3m $6.0m $6.0m 0.01% Reduced -2.0m -2,050,000
7 Goehring & Rozencwajg Associates, LLC 1.19% of their portfolio NEW YORK, NY 1,197,3001.2m $5.5m $5.5m 1.19% Added +857.2k +857,220
8 SPROTT INC. 0.29% of their portfolio TORONTO, A6 859,916859.9k $4.0m $4.0m 0.29% Reduced -49.5k -49,513
9 ALPS ADVISORS INC 0.02% of their portfolio Denver, CO 704,675704.7k $3.2m $3.2m 0.02% Reduced -22.1k -22,121
10 Merk Investments LLC 3.61% of their portfolio PALO ALTO, CA 700,000700.0k $3.2m $3.2m 3.61% Unchanged
11 Amundi 0.00% of their portfolio Paris, I0 632,700632.7k $3.0m $3.0m 0.00% Unchanged
12 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 555,948555.9k $2.6m $2.6m 0.01% New
13 INTACT INVESTMENT MANAGEMENT INC. 0.09% of their portfolio MONTREAL, A8 520,075520.1k $2.4m $2.4m 0.09% Reduced -41.5k -41,500
14 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 461,386461.4k $2.1m $2.1m 0.00% Added +116.2k +116,225
15 GMT Capital Corp 0.07% of their portfolio ATLANTA, GA 389,600389.6k $1.8m $1.8m 0.07% Unchanged
16 GILDER GAGNON HOWE & CO LLC 0.02% of their portfolio New York, NY 386,483386.5k $1.8m $1.8m 0.02% Reduced -190.1k -190,065
17 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 292,822292.8k $1.3m $1.3m 0.00% Unchanged
18 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 268,666268.7k $1.2m $1.2m 0.00% Reduced -2.6k -2,599
19 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 256,785256.8k $1.6m $1.6m 0.01% Added +9.9k +9,890
20 INGALLS & SNYDER LLC 0.04% of their portfolio NEW YORK, NY 200,000200.0k $924.0k $924.0k 0.04% New
21 PCJ Investment Counsel Ltd. 0.30% of their portfolio TORONTO, A6 200,000200.0k $920.3k $920.3k 0.30% New
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 191,664191.7k $885.5k $885.5k 0.00% Added +86.0k +86,012
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 183,459183.5k $847.6k $847.6k 0.00% Reduced -215.7k -215,669
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 146,059146.1k $675.0k $675.0k 0.00% Reduced -161 -161
25 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 140,102140.1k $644.8k $644.8k 0.00% Reduced -16.2k -16,238
26 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 137,623137.6k $635.8k $635.8k 0.00% Reduced -744 -744
27 EDMOND DE ROTHSCHILD HOLDING S.A. 0.01% of their portfolio CHAMBESY, V8 120,343120.3k $553.6k $553.6k 0.01% Reduced -39.7k -39,657
28 Marex Group Ltd 0.02% of their portfolio London, X0 116,139116.1k $536.6k $536.6k 0.02% Added +41.1k +41,139
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 99,87899.9k $461.4k $461.4k 0.00% Added +26.1k +26,053
30 U S GLOBAL INVESTORS INC 0.03% of their portfolio SAN ANTONIO, TX 75,00075.0k $345.1k $345.1k 0.03% Unchanged
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 58,70058.7k $271.2k $271.2k 0.00% Added +7.0k +7,000
32 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 44,98645.0k $269.3k $269.3k 0.00% Reduced -16.9k -16,939
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,68942.7k $196.4k $196.4k 0.00% Reduced -12.0k -11,968
34 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 41,29541.3k $190.8k $190.8k 0.00% Added +21.2k +21,195
35 Knoll Capital Management, LLC 0.11% of their portfolio MIAMI, FL 38,78638.8k $179.2k $179.2k 0.11% New
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,12138.1k $176.1k $176.1k 0.00% Reduced -53.2k -53,227
37 Nokomis Capital, L.L.C. 0.07% of their portfolio DALLAS, TX 33,60033.6k $154.6k $154.6k 0.07% New
38 HTLF Bank 0.01% of their portfolio Denver, CO 27,00027.0k $124.7k $124.7k 0.01% New
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 16,21616.2k $74.9k $74.9k 0.00% Reduced -738 -738
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,69515.7k $72.5k $72.5k 0.00% Reduced -18.2k -18,152
41 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,25013.2k $61.2k $61.2k 0.00% New
42 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 12,79112.8k $63.1k $63.1k 0.00% Reduced -1.6k -1,576
43 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 11,01611.0k $50.0k $50.0k 0.00% Reduced -2.2k -2,177
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,59410.6k $48.9k $48.9k 0.00% New
45 King Wealth Management Group 0.01% of their portfolio SARATOGA SPRINGS, NY 10,00010.0k $46.0k $46.0k 0.01% Unchanged
46 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,3365.3k $24.7k $24.7k 0.00% Added +2.0k +1,997
47 BlackRock Inc. 0.00% of their portfolio New York, NY 3,0373.0k $14.0k $14.0k 0.00% New
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,0002.0k $9.2k $9.2k 0.00% Unchanged
49 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2001.2k $6.0k $6.0k 0.00% Added +600 +600
50 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 300300 $1.4k $1.4k 0.00% Unchanged
51 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 66 $28 $28 0.00% Reduced -14.2k -14,165
52 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22 $9 $9 0.00% Unchanged
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged