Key Points
Knoll Capital Management bought 245,000 shares of SSR Mining.
The quarter-end value of the SSR Mining position increased by $5.37 million due to the new purchase.
The new SSR Mining position represents 2.46% of Knoll Capital Management's 13F reportable assets under management (AUM).
On February 17, 2026, Knoll Capital Management disclosed a new position in SSR Mining(NASDAQ:SSRM), acquiring 245,000 shares worth $5.37 million.
What happened
According to a February 17, 2026, SEC filing, Knoll Capital Management initiated a new position in SSR Mining(NASDAQ:SSRM), acquiring 245,000 shares. The quarter-end value of the position was $5.37 million, reflecting the new purchase.
What else to know
- The SSR Mining stake represents 2.46% of Knoll Capital’s 13F reportable AUM as of December 31, 2025.
- Top holdings following the filing:
- NASDAQ: ALDX: $28.36 million (13.2% of AUM)
- NYSE: BHVN: $26.29 million (12.3% of AUM)
- NYSE: NUVB: $13.43 million (6.3% of AUM)
- NASDAQ: AVDL: $12.93 million (6.0% of AUM)
- NYSEMKT: GLD: $12.68 million (5.9% of AUM)
- As of February 17, 2026, SSR Mining shares were priced at $25.91, up 180% over the past year and vastly outperforming the S&P 500, which is instead up 16%.
Company overview
| Metric | Value |
|---|---|
| Price (as of market close February 17, 2026) | $25.91 |
| Market capitalization | $5.26 billion |
| Revenue (TTM) | $1.43 billion |
| Net income (TTM) | $219.85 million |
Company snapshot
- SSR Mining produces gold, silver, copper, lead, and zinc, with core revenue from operations in Turkey, the United States, Canada, and Argentina.
- It operates a vertically integrated mining business model, overseeing the full value chain from resource acquisition and exploration through development, extraction, and sale of refined metals.
- The company was formerly known as Silver Standard Resources and changed its name to SSR Mining in August 2017.
SSR Mining is a mid-cap precious metals producer with a diversified portfolio of mining assets across multiple continents, focusing on gold and silver extraction and sales.
What this transaction means for investors
This move is interesting because it tilts a biotech-heavy portfolio toward hard assets. Knoll’s top holdings are concentrated in clinical-stage drug developers, alongside a meaningful GLD position. Adding SSR Mining firms up the metals sleeve beyond a passive gold ETF and into an operating producer with cash flow leverage to bullion prices.
SSR finished 2025 with solid operating momentum. The company reported full-year revenue of $1.6 billion and generated operating cash flow of $471.9 million. Meanwhile, fourth quarter revenue came in at $521.7 million, with net income of $181.5 million.
Within this portfolio, SSR offers something the biotech names do not: tangible assets, diversified geographic exposure, and current production. And if biotech pipelines stall, precious metals exposure can provide ballast. But after a 180% stock run, valuation discipline matters. Mining is cyclical, and cost inflation can compress margins quickly. The question now is whether gold’s macro backdrop continues to cooperate.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
