Q2 2019 Holdings
Filed 2023-10-26 | 6 holdings | $31.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $20.1M | 1,908,022 | 63.7% |
| PAN American Silver Corp(PAAS) | COM | 697900108 | $6.4M | 497,950 | 20.3% |
| Atento S A | SHS | L0427L105 | $2.6M | 1,040,027 | 8.2% |
| EMX RTY Corp(EMX) | COM | 26873J107 | $1.6M | 1,314,000 | 5.1% |
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $707.0K | 127,341 | 2.2% |
| Alta Mesa RES Inc(AMRQQ) | CL A | 02133L109 | $168.9K | 1,157,635 | 0.5% |