Q3 2013 Holdings
Filed 2013-11-04 | 13 holdings | $8.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Yamana Gold Inc | COM | 98462Y100 | $1.5K | 144,135 | 18.5% |
| Cobalt Intl Energy Inc | COM | 19075F106 | $1.3K | 52,600 | 15.9% |
| ST JOE Co(JOE) | COM | 790148100 | $1.2K | 59,000 | 14.0% |
| Gencorp Inc | COM | 368682100 | $997 | 62,200 | 12.1% |
| Cobalt Intl Energy IncCall | COM | 19075F106 | $746 | 30,000 | 9.0% |
| Eldorado Gold Corp New | COM | 284902103 | $642 | 92,570 | 7.8% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $557 | 93,200 | 6.8% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $326 | 11,600 | 4.0% |
| Aurico Gold Inc | COM | 05155C105 | $317 | 83,300 | 3.8% |
| Goldcorp Inc New | COM | 380956409 | $310 | 11,930 | 3.8% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $170 | 50,300 | 2.1% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $103 | 17,000 | 1.2% |
| Rubicon Minerals Corp | COM | 780911103 | $87 | 66,600 | 1.1% |