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making it the fund's fourth-largest holding.These 10 stocks could mint the next wave of millionaires ›Prague-based Pale Fire Capital SE reported a purchase of 2.6 million additional IAMGOLD Corporation shares, increasing its position value by approximately $41.12 million, according to a November 13 SEC filing.According to a filing with the U.S. Securities and Exchange Commission dated November 13, Pale Fire Capital SE added 2.61 million shares of IAMGOLD Corporation (NYSE:IAG) during the third quarter. The increased stake brought the fund’s total holding to 3.93 million shares valued at $50.83 million as of September 30.This purchase raised IAMGOLD to 5.56% of Pale Fire Capital SE’s reportable U.S. equity AUM.Top holdings after the filing:NYSEMKT: BTG: $247.58 million (27.14% of AUM)NASDAQ: GRPN: $237.73 million (26.06% of AUM)NYSE: DOLE: $115.42 million (12.65% of AUM)NYSE: IAG: $50.83 million (5.57% of AUM)NYSEMKT: NGD: $44.60 million (4.89% of AUM)As of Friday, IAG shares were priced at $17.61, up a staggering 242% over the past year and vastly outperforming the S&P 500, which is up about 15% in the same period.MetricValuePrice (as of Friday)$17.61Market Capitalization$10.44 billionRevenue (TTM)$2.23 billionNet Income (TTM)$344.00 millionIAMGOLD Corporation produces and sells gold, with operations spanning North America, South America, and West Africa. Its primary revenue sources are the Rosebel, Essakane, Westwood, and Côté gold projects.The company operates a vertically integrated mining business model, generating revenue through gold extraction, processing, and sales from wholly and jointly owned mining assets and development projects.IAMGOLD Corporation is a mid-tier gold producer with a diversified asset base and a presence in several key mining regions.Big adds during triple-digit gains tend to make investors nervous, but this move matters because it signals conviction in the durability of IAMGOLD’s reset, not just a trade chasing gold prices. Even after its explosive rally, the stock remains well below prior-cycle highs more than a decade ago, suggesting the market is still recalibrating what this company can earn through a full commodity cycle.Operationally, the narrative has shifted from survival to execution. IAMGOLD’s asset base is no longer defined solely by legacy operations but by a clearer production profile across multiple regions, which helps explain why capital is being redeployed into strength rather than trimmed. Recent results reinforced that theme, with steady production performance and a balance sheet positioned to benefit from higher realized gold prices without the same leverage risk that haunted the company in prior years.This fund’s portfolio is heavily tilted toward cyclical and commodity-linked names, making IAMGOLD a complementary exposure rather than an outlier. With gold equities historically lagging bullion late in rallies, reallocating toward miners with improving fundamentals can be a rational next step.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,971.75 -7.50 (-0.11%)Dow Futures48,990.00 -8.00 (-0.02%)Nasdaq Futures25,815.75 -47.50 (-0.18%)Russell 2000 Futures2,551.60 +0.20 (+0.01%)VIX13.60 +0.13 (+0.97%)Gold4,497.30 -55.40 (-1.22%)Trending tickersBTC-USD Bitcoin USD 89,610.72 +1,983.09 (+2.26%)ETH-USD Ethereum USD 3,031.17 +91.91 (+3.13%)XRP-USD XRP USD 1.90 +0.03 (+1.36%)DTCK Davis Commodities Limited 0.3951 +0.1572 (+66.08%)BTC-CAD Bitcoin CAD 122,602.52 +2,713.20 (+2.26%)PortfolioSign in to access your portfolioSign inTop gainersELPC Companhia Paranaense de Energia 9.65 +0.79 (+8.92%)PSLV Sprott Physical Silver Trust 26.04 +2.08 (+8.68%)ZETA Zeta Global Holdings Corp. 20.70 +1.59 (+8.32%)CPNG Coupang, Inc. 24.27 +1.47 (+6.45%)XPEV XPeng Inc. 20.78 +1.21 (+6.18%)Top losersRGC Regencell Bioscience Holdings Limited 21.16 -3.44 (-13.98%)FLY Firefly Aerospace Inc. 23.34 -3.70 (-13.68%)TMC TMC the metals company Inc. 6.82 -0.80 (-10.50%)AAOI Applied Optoelectronics, Inc. 37.17 -3.83 (-9.34%)RGTI Rigetti Computing, Inc. 22.38 -2.13 (-8.69%)Most activeNVDA NVIDIA Corporation 190.53 +1.92 (+1.02%)TSLA Tesla, Inc. 475.19 -10.21 (-2.10%)PLUG Plug Power Inc. 2.0700 -0.0300 (-1.43%)ONDS Ondas Holdings Inc. 8.48 -0.65 (-7.12%)NIO NIO Inc. 5.10 +0.19 (+3.87%)Top economic eventsEarnings eventsMy earnings eventsEarnings events