Q4 2022 Holdings
Filed 2023-02-14 | 3 holdings | $399.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $252.3M | 47,971,172 | 63.1% |
| Ivanhoe Electric Inc(IE) | COM | 46578C108 | $90.2M | 7,426,991 | 22.6% |
| I-80 Gold Corp(IAUX) | COM | 44955L106 | $57.2M | 20,300,000 | 14.3% |