Q2 2023 Holdings
Filed 2023-08-14 | 3 holdings | $355.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $245.6M | 47,971,172 | 69.0% |
| Ivanhoe Electric Inc(IE) | COM | 46578C108 | $64.5M | 4,950,000 | 18.1% |
| I-80 Gold Corp(IAUX) | COM | 44955L106 | $45.7M | 20,300,000 | 12.8% |