Q1 2024 Holdings
Filed 2024-05-14 | 4 holdings | $333.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $251.8M | 47,971,172 | 75.6% |
| Ivanhoe Electric Inc(IE) | COM | 46578C108 | $36.4M | 3,714,753 | 10.9% |
| I-80 Gold Corp(IAUX) | COM | 44955L106 | $29.2M | 21,800,000 | 8.8% |
| Dakota Gold Corp(DC) | COM | 46655E100 | $15.8M | 6,666,667 | 4.7% |