Elevra Lithium
ELVR on Nasdaq. Market value $719m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 75 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Royce & AssociatesChuck Royce | $2m | <0.1% | Added |
Largest holders overall
- VAN ECK Associates$85mNew
- UBS Group AG$10mAdded
- Legal & General Group$8mCut
- Readystate Asset Management LP$6mCut
- Mirae Asset Global Etfs Holdings$5mCut
- BlackRock$2mCut
- Royce & Associates$2mAdded
- Morgan Stanley$1mCut
- Manufacturers Life Insurance Company, the$850,785Cut
- HITE Hedge Asset Management$829,249
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- Van Eck Associates CorporationPassive investor6.4%Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
Van Eck Associates Corporation Passive investor | 6.4% | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $239,807.
- Collard SylvainPresident Canada & Group COOSold
- Date
- 2 April 2026
- Shares
- 41,561
- Price
- $5.77
- Value
- $239,807
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 2 April 2026 | Collard Sylvain President Canada & Group COO | Sold | 41,561 | $5.77 | $239,807 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Elevra Lithium doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.