LODENYSEIndustrial Organic ChemicalsFiscal year ends December 31
Comstock Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$1.75−0.04 (-2.23%)
Close on Oct 19, 2026
- Market cap
- $132.67M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.2%
44M of 76M shares
Institutional holders
106
36 new, 21 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
15 buys · 0 sales
Net bought $4.38M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Hood River Capital Management LLC | 6,284,958 | 8.48% | 13G (passive) amendment | Mar 31, 2026 |
| MAK Capital Fund LP | 5,763,729 | 8.10% | 13D (active) | Mar 23, 2026 |
| MAK Capital One L.L.C. | 5,452,154 | 7.60% | 13G (passive) | Jan 29, 2026 |
| BlackRock, Inc. | 4,232,460 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Mak Capital One LLC | 3,959,115 | 5.20% | 13D (active) amendment | Oct 14, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LODE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 6,693,538 | 8.81% | $27.85M | +408,580 | 0.20% |
| Mak Capital One LLC | 5,190,177 | 6.83% | $21.59M | −573,552 | 3.02% |
| BlackRock, Inc. | 4,232,460 | 5.57% | $17.61M | +3,829,970 | 0.00% |
| Vanguard Capital Management LLC | 3,275,091 | 4.31% | $13.62M | +316,134 | 0.00% |
| Northern Right Capital Management, L.P. | 2,246,637 | 2.96% | $9.35M | New | 2.77% |
| CenterBook Partners LP | 2,165,707 | 2.85% | $9.01M | New | 0.44% |
| Geode Capital Management, LLC | 1,904,713 | 2.51% | $7.93M | +1,084,043 | 0.00% |
| Flax Pond Capital, LLC | 1,871,105 | 2.46% | $6.74M | +1,021,317 | 2.49% |
| Gratia Capital, LLC | 1,868,323 | 2.46% | $7.77M | +761,902 | 4.70% |
| Sei Investments Co | 1,577,910 | 2.08% | $6.56M | −122,931 | 0.01% |
| Citadel Advisors LLC | 1,260,185 | 1.66% | $5.24M | −376,056 | 0.00% |
| State Street Corp | 1,190,822 | 1.57% | $4.95M | +889,808 | 0.00% |
| Susquehanna International Group, Llp | 896,870 | 1.18% | $3.73M | −1,117,715 | 0.00% |
| Group One Trading, L.P. | 729,123 | 0.96% | $3.03M | +34,116 | 0.00% |
| Dimensional Fund Advisors LP | 614,408 | 0.81% | $2.56M | +114,237 | 0.00% |
| Northern Trust Corp | 593,653 | 0.78% | $2.47M | +438,235 | 0.00% |
| Savvy Advisors, Inc. | 538,265 | 0.71% | $2.24M | +25,700 | 0.05% |
| Corsair Capital Management, L.P. | 525,118 | 0.69% | $2.18M | – | 0.27% |
| Cable Car Capital, LP | 500,000 | 0.66% | $2.08M | – | 0.04% |
| Vanguard Fiduciary Trust Co | 498,258 | 0.66% | $2.07M | +54,221 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 106 | 44M | 58.2% | 36 / 30 | 22 / 21 | 16M | 8M |
| Q1 2026 | 91 | 36M | 47.1% | 31 / 31 | 16 / 9 | 24M | 2M |
| Q4 2025 | 71 | 16M | 20.6% | 15 / 29 | 15 / 10 | 5M | 4M |
| Q3 2025 | 67 | 15M | 19.9% | 31 / 25 | 2 / 6 | 12M | 0M |
| Q2 2025 | 42 | 3M | 4.5% | 11 / 14 | 4 / 10 | 1M | 0M |
| Q1 2025 | 41 | 2M | 3.0% | 41 / 0 | 0 / 0 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LODE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,318,673 | 3.05% | $9.65M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,824,130 | 2.40% | $7.59M | 0.01% | Jun 30, 2026 |
| Hood River New Opportunities Fund | 1,806,079 | 2.38% | $7.51M | 0.59% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 880,591 | 1.16% | $3.66M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 804,117 | 1.06% | $2.20M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 656,813 | 0.86% | $2.73M | 0.02% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 372,690 | 0.49% | $1.55M | 0.00% | May 31, 2026 |
| Tiff Multi-Asset Fund | 348,939 | 0.46% | $1.45M | 0.10% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 247,839 | 0.33% | $1.03M | 0.07% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 247,150 | 0.33% | $677.19K | 0.00% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 179,987 | 0.24% | $493.16K | 0.01% | Jul 31, 2026 |
| Master Small Cap Index Series | 137,935 | 0.18% | $573.81K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 137,903 | 0.18% | $572.30K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 107,970 | 0.14% | $448.08K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 106,800 | 0.14% | $444.29K | 0.30% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Corrado Degasperis | CEO, Director | 188,750 | 0.25% | Aug 6, 2026 |
| Judd Merrill | Chief Financial Officer | 4,210 | 0.01% | Jun 17, 2026 |
| Matthew J. Bieberly | Chief Accounting Officer | 0 | – | Jun 17, 2026 |
| Kristin Slanina | Director | 116,951 | 0.15% | Jul 6, 2026 |
| Robert Spence | Director | 38,345 | 0.05% | Jul 6, 2026 |
| Walter A. Marting Jr | Director | 126,916 | 0.17% | Jul 6, 2026 |
| William John Nance | Director | 127,616 | 0.17% | Jul 6, 2026 |
| Donald A. Colvin | Director | 13,935 | 0.02% | Jul 6, 2026 |
| Leo M. Drozdoff | Director | 205,616 | 0.27% | Jul 6, 2026 |
| Steven Yu-Tsung Pei | Director | 1,882,258 | 2.48% | Jul 6, 2026 |
| Mayaguez J. Salinas | Director | 97,699 | 0.13% | Apr 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Corrado Degasperis CEO, Director | Aug 6, 2026 | Buy | +7,250 | $3.04 | $22.04K | 188,750 |
| William John Nance Director | Jul 6, 2026 | Award | +5,942 | – | – | 127,616 |
| Donald A. Colvin Director | Jul 6, 2026 | Award | +5,942 | – | – | 13,935 |
| Robert Spence Director | Jul 6, 2026 | Award | +5,942 | – | – | 38,345 |
| Kristin Slanina Director | Jul 6, 2026 | Award | +5,942 | – | – | 116,951 |
| Steven Yu-Tsung Pei Director | Jul 6, 2026 | Award | +5,942 | – | – | 13,935 |
| Leo M. Drozdoff Director | Jul 6, 2026 | Award | +5,942 | – | – | 199,416 |
| Walter A. Marting Jr Director | Jul 6, 2026 | Award | +5,942 | – | – | 126,916 |
| Steven Yu-Tsung Pei Director | Jun 12, 2026 | Buy | +150,000 | $4.10 | $615.00K | 1,868,323 |
| Steven Yu-Tsung Pei Director | Jun 11, 2026 | Buy | +100,000 | $4.09 | $409.00K | 1,718,323 |
| Corrado Degasperis CEO, Director | Jun 3, 2026 | Buy | +10,682 | $3.98 | $42.51K | 181,500 |
| Leo M. Drozdoff Director | Jun 3, 2026 | Buy | +7,000 | $4.11 | $28.77K | 193,474 |
| Steven Yu-Tsung Pei Director | Jun 3, 2026 | Buy | +180,000 | $3.93 | $707.40K | 1,890,980 |
| Robert Spence Director | Jun 3, 2026 | Buy | +24,410 | $3.97 | $96.91K | 32,403 |
| Steven Yu-Tsung Pei Director | Jun 2, 2026 | Buy | +153,823 | $4.10 | $630.67K | 1,710,980 |
| Steven Yu-Tsung Pei Director | Jun 1, 2026 | Buy | +26,177 | $4.14 | $108.37K | 1,557,157 |
| Steven Yu-Tsung Pei Director | May 14, 2026 | Buy | +79,559 | $3.43 | $272.89K | 1,530,980 |
| Steven Yu-Tsung Pei Director | May 13, 2026 | Buy | +345,000 | $3.38 | $1.17M | 1,451,421 |
| Corrado Degasperis CEO, Director | May 12, 2026 | Buy | +35,000 | $2.89 | $101.15K | 170,818 |
| Steven Yu-Tsung Pei Director | Apr 16, 2026 | Award | +7,993 | – | – | 7,993 |
| Mayaguez J. Salinas Director | Apr 9, 2026 | Award | +7,993 | – | – | 97,699 |
| Robert Spence Director | Apr 8, 2026 | Award | +7,993 | – | – | 7,993 |
| Donald A. Colvin Director | Apr 8, 2026 | Award | +7,993 | – | – | 7,993 |
| Kristin Slanina Director | Apr 7, 2026 | Award | +7,993 | – | – | 111,009 |
| Walter A. Marting Jr Director | Apr 6, 2026 | Award | +7,993 | – | – | 120,974 |
| William John Nance Director | Apr 6, 2026 | Award | +7,993 | – | – | 121,674 |
| Leo M. Drozdoff Director | Apr 6, 2026 | Award | +7,993 | – | – | 186,474 |
| Leo M. Drozdoff Director | Mar 30, 2026 | Buy | +28,000 | $3.00 | $84.00K | 178,481 |
| Judd Merrill Chief Financial Officer | Mar 30, 2026 | Buy | +3,700 | $3.08 | $11.40K | 4,210 |
| Leo M. Drozdoff Director | Mar 30, 2026 | Buy | +28,000 | $3.00 | $84.00K | 178,481 |
| Walter A. Marting Jr Director | Jan 5, 2026 | Award | +90,481 | – | – | 112,981 |
| Kristin Slanina Director | Jan 5, 2026 | Award | +103,016 | – | – | 103,016 |
| Leo M. Drozdoff Director | Jan 5, 2026 | Award | +90,481 | – | – | 150,481 |
| William John Nance Director | Jan 5, 2026 | Award | +90,481 | – | – | 113,681 |
| Mayaguez J. Salinas Director | Jan 5, 2026 | Award | +89,262 | – | – | 89,706 |
| Leo M. Drozdoff Director | Aug 14, 2024 | Buy | +200,000 | $0.15 | $30.00K | 600,000 |
| Rahul Bobbili Chief Engineering Officer | May 28, 2024 | Buy | +25,000 | $0.25 | $6.25K | 1,100,000 |
| Rahul Bobbili Chief Engineering Officer | May 20, 2024 | Buy | +25,000 | $0.29 | $7.25K | 1,075,000 |
| Corrado Degasperis Executive Chairman and CEO, Director | May 17, 2024 | Buy | +1,250,000 | $0.40 | $500.00K | 1,358,180 |
| Rahul Bobbili Chief Engineering Officer | May 13, 2024 | Buy | +6,352 | $0.25 | $1.59K | 1,031,352 |
| Rahul Bobbili Chief Engineering Officer | May 13, 2024 | Buy | +18,648 | $0.26 | $4.85K | 1,050,000 |
| William Joseph McCarthy Chief Operating Officer | May 9, 2024 | Buy | +15,000 | $0.26 | $3.90K | 1,542,000 |
| Rahul Bobbili Chief Engineering Officer | May 8, 2024 | Buy | +15,000 | $0.25 | $3.75K | 1,025,000 |
| Rahul Bobbili Chief Engineering Officer | May 7, 2024 | Buy | +10,000 | $0.25 | $2.50K | 1,010,000 |
| Leo M. Drozdoff Director | Nov 9, 2023 | Buy | +40,000 | $0.47 | $18.80K | 400,000 |
| William Joseph McCarthy Chief Operating Officer | Oct 27, 2023 | Buy | +1,500 | $0.40 | $600 | 1,527,000 |
| William Joseph McCarthy Chief Operating Officer | Oct 27, 2023 | Buy | +15,000 | $0.41 | $6.15K | 1,515,000 |
| William Joseph McCarthy Chief Operating Officer | Oct 27, 2023 | Buy | +1,500 | $0.40 | $600 | 1,525,500 |
| William Joseph McCarthy Chief Operating Officer | Oct 27, 2023 | Buy | +9,000 | $0.41 | $3.69K | 1,524,000 |
| Corrado Degasperis Executive Chairman & CEO, Director | May 24, 2022 | Option exercise | +50,000 | $0.56 | $28.00K | 108,180 |
| Leo M. Drozdoff Director | Nov 29, 2021 | Buy | +36,760 | $1.65 | $60.65K | 360,000 |
| David Winsness Chief Technology Officer | Sep 7, 2021 | Other | +2,000,000 | – | – | 2,000,000 |
| Kevin Kreisler President | Sep 7, 2021 | Other | +5,000,000 | – | – | 5,000,000 |
| Leo M. Drozdoff Director | Aug 19, 2021 | Buy | +17,000 | $2.75 | $46.75K | 323,240 |
| Rahul Bobbili Chief Process Engineer | Jun 18, 2021 | Award | +1,000,000 | $3.51 | $3.51M | 1,000,000 |
| Corrado Degasperis Executive Chairman & CEO, Director | Jun 4, 2021 | Other | −41,820 | – | – | 58,180 |
| Leo M. Drozdoff Director | Dec 30, 2020 | Award | +135,000 | – | – | 306,240 |
| Walter A. Marting Jr Director | Dec 30, 2020 | Award | +135,000 | – | – | 225,000 |
| Judd Merrill Director | Dec 30, 2020 | Award | +135,000 | – | – | 135,100 |
| William John Nance Director | Dec 30, 2020 | Award | +135,000 | – | – | 232,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.