Eschler Asset Management

Eschler Asset Management as of Sept. 30, 2025

Portfolio Holdings for Eschler Asset Management

Eschler Asset Management holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
GDS HLDGS Sponsored Ads (GDS) 13.8 $19M 482k 38.70
Newmont Mining Corporation (NEM) 10.9 $15M 175k 84.31
New Gold Inc Cda (NGD) 8.4 $11M 1.6M 7.18
Sea Sponsord Ads (SE) 7.7 $10M 58k 178.73
Alamos Gold Com Cl A (AGI) 5.7 $7.7M 222k 34.86
I-80 Gold Corp (IAUX) 5.3 $7.2M 7.5M 0.96
Anglogold Ashanti Com Shs (AU) 5.2 $7.0M 100k 70.33
Vaneck Etf Trust Junior Gold Mine (GDXJ) 4.1 $5.5M 56k 99.03
Meta Platforms Cl A (META) 3.1 $4.2M 5.8k 734.38
Agnico (AEM) 3.1 $4.2M 25k 168.56
Ehang Hldgs Ads (EH) 2.8 $3.7M 200k 18.57
Alphabet Cap Stk Cl A (GOOGL) 2.7 $3.6M 15k 243.10
Kanzhun Sponsored Ads (BZ) 2.6 $3.5M 150k 23.36
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $2.3M 3.00 754200.00
Immunocore Hldgs Ads (IMCR) 1.1 $1.5M 40k 36.33
AutoZone (AZO) 1.1 $1.4M 331.00 4290.24
Nu Hldgs Ord Shs Cl A (NU) 1.0 $1.4M 86k 16.01
NVIDIA Corporation (NVDA) 1.0 $1.4M 7.3k 186.58
Flutter Entmt SHS (FLUT) 0.9 $1.2M 4.7k 254.00
Charles Schwab Corporation (SCHW) 0.8 $1.0M 11k 95.47
Pony Ai Sponsored Ads (PONY) 0.8 $1.0M 45k 22.49
Roblox Corp Cl A (RBLX) 0.7 $949k 6.9k 138.52
Blackrock (BLK) 0.7 $935k 802.00 1165.87
Middleby Corporation (MIDD) 0.7 $931k 7.0k 132.93
Hesai Group Sponsored Ads (HSAI) 0.6 $863k 31k 28.10
Natural Resource Partners L Com Unit Ltd Par (NRP) 0.6 $840k 8.0k 105.00
Atre Sponsored Ads (RERE) 0.6 $808k 176k 4.60
Sibanye Stillwater Sponsored Adr (SBSW) 0.6 $804k 72k 11.24
Union Pacific Corporation (UNP) 0.5 $680k 2.9k 236.37
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $661k 3.7k 178.73
Vnet Group Sponsored Ads A (VNET) 0.5 $651k 63k 10.33
Brown Forman Corp CL B (BF.B) 0.5 $649k 24k 27.08
Valaris Cl A (VAL) 0.5 $634k 13k 48.77
Avantor (AVTR) 0.5 $624k 50k 12.48
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.4 $604k 7.4k 81.68
Innovative Industria A (IIPR) 0.4 $545k 10k 53.58
Acm Resh Com Cl A (ACMR) 0.4 $544k 14k 39.13
Boston Beer Cl A (SAM) 0.4 $529k 2.5k 211.42
Sandstorm Gold Com New (SAND) 0.4 $526k 42k 12.52
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.4 $508k 12k 42.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $489k 972.00 502.74
Amazon (AMZN) 0.4 $474k 2.2k 219.57
Seabridge Gold (SA) 0.3 $435k 18k 24.15
Noah Hldgs Spon Ads (NOAH) 0.3 $430k 37k 11.59
Advisorshares Tr Pure Us Cannabis (MSOS) 0.3 $414k 86k 4.79
Enova Intl (ENVA) 0.3 $389k 3.4k 115.09
Las Vegas Sands (LVS) 0.3 $377k 7.0k 53.79
Transocean Registered Shs (RIG) 0.3 $374k 120k 3.12
MercadoLibre (MELI) 0.3 $367k 157.00 2336.94
Icici Bank Adr (IBN) 0.3 $363k 12k 30.23
Biontech Se Sponsored Ads (BNTX) 0.3 $353k 3.6k 98.62
Ero Copper Corp (ERO) 0.2 $304k 15k 20.23
Perpetua Resources (PPTA) 0.2 $304k 15k 20.23
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.2 $297k 5.0k 59.01
Pinterest Cl A (PINS) 0.2 $297k 9.2k 32.17
Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.2 $294k 2.6k 114.17
Paypal Holdings (PYPL) 0.2 $286k 4.3k 67.06
Vox Rty Corp Cda F (VOXR) 0.2 $276k 64k 4.30
Ivanhoe Electric (IE) 0.2 $268k 21k 12.55
Silvercorp Metals (SVM) 0.2 $262k 42k 6.32
Bloom Energy Corp Com Cl A (BE) 0.2 $254k 3.0k 84.57
Corcept Therapeutics Incorporated (CORT) 0.2 $252k 3.0k 83.11
Microsoft Corporation (MSFT) 0.2 $248k 479.00 517.95
Bausch Health Companies (BHC) 0.2 $242k 38k 6.45
First Solar (FSLR) 0.2 $237k 1.1k 220.53
Harmony Gold Mining Sponsored Adr (HMY) 0.2 $211k 12k 18.15
Hertz Global Hldgs Com New (HTZ) 0.1 $195k 29k 6.80