NYSE · Basic Materials

FRANCO NEV CORP FNV

Franco-Nevada Corporation operates as a royalty and stream company focused on precious metals in South America, Central America, Mexico, the United States, Canada, Australia, Europe, and Africa. The company operates through Precious Metals, Other Mining and Energy segments. It also manages its portfolio with a focus on precious metals, such as gold, silver, and platinum group metals; and engages in the sale of crude oil, natural gas, and natural gas liquids through a third-party marketing agent.

Precious Metals

Company profile

Business mix

  • The company operates through Precious Metals, Other Mining and Energy segments.
  • Franco-Nevada Corporation was founded in 1986 and is headquartered in Toronto, Canada.

Current key questions

  • Can demand and competitive position in gold support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.88 FCF -0.98% Buyback -0.18%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.7% $1.3B 2026-03-31
GQG Partners Rajiv Jain 0.5% $288.0M 2026-03-31
Markel Group Tom Gayner 1.5% $175.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 3 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $842.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +90.9% +3,405,449 / 3,744,441
GQG Partners Rajiv Jain 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$382.0M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 1.8% 13F value change -$19.6M
13F 2026-03-31 Filed 2026-05-12
Major reduction Shares -33.2% 13F value change -$74.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 4 periods +1,166,853 (New) Total shares 1,166,853 Value $288.0M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -0.5% 13F value change +$19.7M
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 26.4% 13F value change +$375.0M
13F 2025-12-31 Filed 2026-02-04
Major increase Shares 26.5% 13F value change +$160.9M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 2.9% 13F value change +$244.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 3,219,191 Last 4 periods +2,055,346 (+63.8%) Total shares 5,274,537 Value $1.3B
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 8.4% 13F value change +$10.6M
13F 2025-09-30 Filed 2025-10-31
Minor increase Shares 6.3% 13F value change +$41.6M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 12.9% 13F value change +$6.7M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 3.7% 13F value change +$33.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 525,250 Last 4 periods +183,250 (+34.9%) Total shares 708,500 Value $175.0M
Fairfax Financial Prem Watsa 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$2.6M
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$3.7M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.