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FRANCO NEV CORP

FNV

Holders

2

Combined Value

$723.22M

Combined Shares

2,927,418

Current Price

$209.46

52W High

$285.67

vs 52W High

−26.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$91.70$152.11$212.53$272.94Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $118.52Q3 2024 · implied price $124.25Q4 2024 · implied price $117.59Q1 2025 · implied price $157.56Q2 2025 · implied price $163.92Q3 2025 · implied price $222.91Q4 2025 · implied price $207.28Q1 2026 · implied price $247.05Jim Simons - Renaissance Technologies · bought 3,073,949 shares @ ~$118.52 · Q2 2024 (new position)Tom Gayner - Markel Group · bought 245,000 shares @ ~$118.52 · Q2 2024 (new position)Tom Gayner - Markel Group · bought 100,500 shares @ ~$124.25 · Q3 2024Jim Simons - Renaissance Technologies · bought 64,600 shares @ ~$124.25 · Q3 2024Tom Gayner - Markel Group · bought 137,750 shares @ ~$117.59 · Q4 2024Jim Simons - Renaissance Technologies · bought 20,890 shares @ ~$117.59 · Q4 2024Tom Gayner - Markel Group · bought 42,000 shares @ ~$157.56 · Q1 2025Jim Simons - Renaissance Technologies · sold 128,890 shares @ ~$157.56 · Q1 2025Jim Simons - Renaissance Technologies · bought 227,400 shares @ ~$163.92 · Q2 2025Tom Gayner - Markel Group · bought 44,250 shares @ ~$163.92 · Q2 2025Tom Gayner - Markel Group · bought 36,000 shares @ ~$222.91 · Q3 2025Jim Simons - Renaissance Technologies · sold 408,531 shares @ ~$222.91 · Q3 2025Tom Gayner - Markel Group · bought 78,000 shares @ ~$207.28 · Q4 2025Jim Simons - Renaissance Technologies · sold 371,300 shares @ ~$207.28 · Q4 2025Tom Gayner - Markel Group · bought 25,000 shares @ ~$247.05 · Q1 2026Jim Simons - Renaissance Technologies · sold 259,200 shares @ ~$247.05 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$548.18M0.86%~$121.79+72.0%SELL Q1 2026Q1 2026
Tom Gayner - Markel Group$175.03M1.47%~$143.91+45.5%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$64.04M~$247.05
Q1 2026Tom Gayner - Markel GroupBUY+$6.18M~$247.05
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$76.96M~$207.28
Q4 2025Tom Gayner - Markel GroupBUY+$16.17M~$207.28
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$91.07M~$222.91
Q3 2025Tom Gayner - Markel GroupBUY+$8.02M~$222.91
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$37.28M~$163.92
Q2 2025Tom Gayner - Markel GroupBUY+$7.25M~$163.92
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$20.31M~$157.56
Q1 2025Tom Gayner - Markel GroupBUY+$6.62M~$157.56
Q4 2024Tom Gayner - Markel GroupBUY+$16.20M~$117.59
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$2.46M~$117.59
Q3 2024Tom Gayner - Markel GroupBUY+$12.49M~$124.25
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$8.03M~$124.25
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$364.32M~$118.52
Q2 2024Tom Gayner - Markel GroupNEW BUY+$29.04M~$118.52

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202622,927,418-7.4%$723.22M$247.05
Q4 202523,161,618-8.5%$655.34M$207.28
Q3 202523,454,918-9.7%$770.14M$222.91
Q2 202523,827,449+7.6%$627.40M$163.92
Q1 202523,555,799-2.4%$560.25M$157.56
Q4 202423,642,689+4.6%$428.34M$117.59
Q3 202423,484,049+5.0%$432.89M$124.25
Q2 202423,318,949—$393.36M$118.52