Comstock Inc.: which funds bought and sold

Institutions that bought and sold Comstock shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 65 institutions that filed 13F reports for both quarters added to or opened positions in Comstock, and 43 cut or closed them. Together they added a net 8.5M shares, +23.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 844K shares (−15.0%); index fund managers were net buyers of 7.4M shares (+143.4%). 35 opened a new position and 21 sold out entirely.

Bought, Q2 2026 65 institutions, 35 of them new holders Sold, Q2 2026 43 institutions, 21 of them sold out

Net change, all compared +8.5M shares (+23.7%)

Net change, active managers −844K shares (−15.0%), 10 bought, 12 sold

Buyers versus sellers

institutions compared, 126

65 bought 18 43 sold

Active managers and hedge funds 10 bought · 12 sold · −844K

Index fund managers 9 bought · 0 sold · +7.4M

Other institutions 46 bought · 31 sold · +2.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+3.8M +951.6%	4.2M	$17.6M
Northern Right Capital Management, L.P.	+2.2M New position	2.2M	$9.3M
Centerbook Partners LP Hedge fund	+2.2M New position	2.2M	$9M
Geode Capital Management, LLC Index funds	+1.1M +132.1%	1.9M	$7.9M
Flax Pond Capital, LLC	+1.0M +120.2%	1.9M	$6.7M
State Street Corp Index funds	+890K +295.6%	1.2M	$5M
Gratia Capital, LLC	+762K +68.9%	1.9M	$7.8M
Vanguard Portfolio Management LLC Index funds	+495K New position	495K	$2.1M
Raymond James Financial Inc	+454K New position	454K	$1.9M
Northern Trust Corp Index funds	+438K +282.0%	594K	$2.5M
Hood River Capital Management LLC	+409K +6.5%	6.7M	$27.8M
Vanguard Capital Management LLC Index funds	+316K +10.7%	3.3M	$13.6M
Renaissance Technologies LLC Hedge fund	+202K New position	202K	$841,497
Bank Of New York Mellon Corp	+182K New position	182K	$757,507
Two Sigma Investments, LP Hedge fund	+173K +733.7%	196K	$816,105
Charles Schwab Investment Management Inc Index funds	+170K +302.8%	227K	$942,502
Xtx Topco Ltd	+127K +1213.0%	137K	$571,913
Dimensional Fund Advisors LP	+114K +22.8%	614K	$2.6M
Nuveen, LLC	+98K New position	98K	$406,220
Rhumbline Advisers Index funds	+90K New position	90K	$376,399

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Centerbook Partners LP Hedge fund	+2.2M New position	2.2M	$9M
Renaissance Technologies LLC Hedge fund	+202K New position	202K	$841,497
Two Sigma Investments, LP Hedge fund	+173K +733.7%	196K	$816,105
Price T Rowe Associates Inc Active manager	+61K New position	61K	$252,000
Bridgeway Capital Management, LLC Active manager	+51K +80.5%	114K	$472,992
Alliancebernstein L.P. Active manager	+33K New position	33K	$101,870
American Century Companies Inc Active manager	+31K +44.2%	100K	$414,016
Quantbot Technologies LP Hedge fund	+26K +167.8%	42K	$173,052
Intech Investment Management LLC Active manager	+17K New position	17K	$70,691
FMR LLC Active manager	+1,009 +6306.2%	1,025	$4,264

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Susquehanna International Group, LLP	−1.1M −55.5%	897K	$3.7M
Millennium Management LLC Hedge fund	−901K −97.9%	20K	$81,669
Alyeska Investment Group, L.P. Hedge fund	−733K Sold out	0	—
Jane Street Group, LLC	−685K Sold out	0	—
Mak Capital One LLC	−574K −10.0%	5.2M	$21.6M
Marshall Wace, LLP Hedge fund	−450K Sold out	0	—
Centiva Capital, LP Hedge fund	−438K −90.1%	48K	$200,774
Citadel Advisors LLC Hedge fund	−376K −23.0%	1.3M	$5.2M
Apis Capital Advisors, LLC	−300K Sold out	0	—
683 Capital Management, LLC Hedge fund	−220K Sold out	0	—
Myda Advisors LLC	−200K Sold out	0	—
Goldman Sachs Group Inc	−191K −92.0%	17K	$69,289
Qube Research & Technologies Ltd Hedge fund	−186K Sold out	0	—
Black Maple Capital Management LP	−162K −49.8%	163K	$679,486
Regal Partners Ltd	−130K −72.1%	50K	$208,653
Covalis Capital LLP	−125K Sold out	0	—
Sei Investments Co	−123K −7.2%	1.6M	$6.6M
Hudson Bay Capital Management LP Hedge fund	−122K Sold out	0	—
HRT Financial LP	−98K Sold out	0	—
Quadrant Private Wealth Management, LLC	−95K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−901K −97.9%	20K	$81,669
Alyeska Investment Group, L.P. Hedge fund	−733K Sold out	0	—
Marshall Wace, LLP Hedge fund	−450K Sold out	0	—
Centiva Capital, LP Hedge fund	−438K −90.1%	48K	$200,774
Citadel Advisors LLC Hedge fund	−376K −23.0%	1.3M	$5.2M
683 Capital Management, LLC Hedge fund	−220K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−186K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−122K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−59K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−58K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Northern Right Capital Management, L.P.	2.2M	$9.3M
Centerbook Partners LPHedge fund	2.2M	$9M
Vanguard Portfolio Management LLCIndex funds	495K	$2.1M
Raymond James Financial Inc	454K	$1.9M
Renaissance Technologies LLCHedge fund	202K	$841,497
Bank Of New York Mellon Corp	182K	$757,507
Nuveen, LLC	98K	$406,220
Rhumbline AdvisersIndex funds	90K	$376,399
Stoic Point Capital Management LLC	90K	$374,175
Fuller & Thaler Asset Management, Inc.	89K	$368,971

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Alyeska Investment Group, L.P.Hedge fund	733K	$2.2M
Jane Street Group, LLC	685K	$2.1M
Marshall Wace, LLPHedge fund	450K	$1.4M
Apis Capital Advisors, LLC	300K	$915,000
683 Capital Management, LLCHedge fund	220K	$671,000
Myda Advisors LLC	200K	$610,000
Qube Research & Technologies LtdHedge fund	186K	$566,730
Covalis Capital LLP	125K	$381,250
Hudson Bay Capital Management LPHedge fund	122K	$371,280
HRT Financial LP	98K	$299,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 106
Ten largest holders: 70.1%
Index fund managers: 28.3%
Active managers and hedge funds: 10.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	12	5	8	−844K	−15.0%
Index fund managers	9	0	2	0	+7.4M	+143.4%
Other institutions	46	31	28	13	+2.0M	+7.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Comstock.

Only managers that filed a holdings report for both quarters are compared (126 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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