Q4 2013 Holdings
Filed 2014-02-14 | 14 holdings | $166.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aurico Gold Inc | COM | 05155C105 | $20.9K | 5,704,548 | 12.5% |
| Cameco Corp(CCJ) | COM | 13321L108 | $19.8K | 955,602 | 11.9% |
| Etfs Palladium TR | SH BEN INT | 26923A106 | $19.8K | 283,727 | 11.9% |
| Taseko Mines LTD(TGB) | COM | 876511106 | $18.2K | 8,600,900 | 10.9% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $13.4K | 330,000 | 8.1% |
| Nevsun RES LTD | COM | 64156L101 | $12.7K | 3,811,800 | 7.6% |
| Lake Shore Gold Corp | COM | 510728108 | $12.7K | 27,505,500 | 7.6% |
| B2gold Corp(BTG) | COM | 11777Q209 | $12.4K | 6,290,000 | 7.5% |
| Randgold RES LTD | ADR | 752344309 | $12.2K | 195,000 | 7.4% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $10.7K | 411,000 | 6.4% |
| Stillwater MNG Co | COM | 86074Q102 | $7.2K | 580,000 | 4.3% |
| Exeter RES Corp | COM | 301835104 | $3.2K | 6,050,700 | 1.9% |
| Molycorp Inc del | NOTE 3.250% 6/1 | 608753AA7 | $2.8K | $4,000,000 | 1.7% |
| Loncor Resources Inc | COM | 54179W101 | $605 | 6,474,562 | 0.4% |