Q2 2013 Holdings
Filed 2013-08-09 | 14 holdings | $9.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lorillard IncPut | COM | 544147101 | $2.2K | 50,000 | 23.3% |
| Cobalt Intl Energy Inc | COM | 19075F106 | $1.4K | 52,600 | 14.9% |
| ST JOE Co(JOE) | COM | 790148100 | $1.2K | 59,000 | 13.2% |
| Gencorp Inc | COM | 368682100 | $1.0K | 62,200 | 10.8% |
| Yamana Gold Inc | COM | 98462Y100 | $927 | 92,435 | 9.9% |
| Eldorado Gold Corp New | COM | 284902103 | $601 | 92,570 | 6.4% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $598 | 93,200 | 6.4% |
| Aurico Gold Inc | COM | 05155C105 | $364 | 83,300 | 3.9% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $347 | 11,600 | 3.7% |
| Goldcorp Inc New | COM | 380956409 | $295 | 11,930 | 3.1% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $192 | 50,300 | 2.0% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $105 | 17,000 | 1.1% |
| Rubicon Minerals Corp | COM | 780911103 | $90 | 66,600 | 1.0% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $31 | 6,000 | 0.3% |