Kingdom Capital
SRL · Mining & materials

Scully Royalty

Earns a royalty from the Scully iron ore mine in Labrador, Canada.
Owns it

What the manager says

In short: Activists took control; manager thinks its mine royalty is worth several times the halted share price.

The numbers

Share of the fund
Not disclosed
Earlier change
Bought for the first time
Jan–Jun 2026
Named in
Q2 and Q3 2026 letters
Also owned by
No other fund we follow
More about Scully Royalty
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works