SSR Mining Stock Up 180% as New $5 Million Stake Signals Gold Conviction

On February 17, 2026, Knoll Capital Management disclosed a new position in SSR Mining (NASDAQ:SSRM), acquiring 245,000 shares worth $5.37 million.

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.

• 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%.

• 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.

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.

SSR Mining Stock Up 180% as New $5 Million Stake Signals Gold Conviction was originally published by The Motley Fool