SEC 13F Intelligence

Cove Street Capital, LLC / TFPM

Cove Street Capital, LLC’s Triple Flag Precious Metal Position

Does Cove Street Capital, LLC own Triple Flag Precious Metal (TFPM)? Yes — 49.7K shares worth $1M (+1.90% of its 13F portfolio) as of Q3 2025, down from 49.8K shares the prior filed quarter.

Position Value
$1M
Q3 2025
Shares
49.7K
% of Portfolio
+1.90%
Quarters Held
8
currently held

Position History TFPM

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $8MQ1 ’24Q2 ’24: $2,593Q2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202549.7K$1M+1.90%
Q2 202549.8K$1M+1.73%
Q1 202569.8K$1M+2.10%
Q4 202477.1K$1M+1.35%
Q3 2024147.1K$2M+1.86%
Q2 2024167.3K$2,593+1.86%
Q1 2024541.3K$8M+2.47%
Q4 2023469.0K$6M+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cove Street Capital, LLC’s full portfolio or all institutional holders of TFPM.