Q1 2014 Holdings
Filed 2014-05-15 | 16 holdings | $137.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taseko Mines LTD(TGB) | COM | 876511106 | $21.5K | 10,895,000 | 15.6% |
| Etfs Palladium TR | SH BEN INT | 26923A106 | $17.3K | 228,727 | 12.5% |
| Aurico Gold Inc | COM | 05155C105 | $17.2K | 3,954,548 | 12.5% |
| Nevsun RES LTD | COM | 64156L101 | $14.7K | 4,349,900 | 10.6% |
| Cameco Corp(CCJ) | COM | 13321L108 | $12.2K | 532,602 | 8.8% |
| Randgold RES LTD | ADR | 752344309 | $11.5K | 153,000 | 8.3% |
| Turquoise Hill RES LTD | COM | 900435108 | $11.0K | 3,295,000 | 8.0% |
| Stillwater MNG Co | COM | 86074Q102 | $8.6K | 580,000 | 6.2% |
| B2gold Corp(BTG) | COM | 11777Q209 | $8.1K | 2,995,000 | 5.8% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $7.0K | 152,000 | 5.1% |
| Exeter RES Corp | COM | 301835104 | $3.7K | 6,050,700 | 2.7% |
| Molycorp Inc del | NOTE 3.250% 6/1 | 608753AA7 | $3.2K | $4,080,000 | 2.4% |
| Loncor Resources Inc | COM | 54179W101 | $971 | 6,474,562 | 0.7% |
| Market Vectors ETF TRCall | GOLD MINER ETF | 57060U100 | $663 | 9,000 | 0.5% |
| Lake Shore Gold Corp | COM | 510728108 | $490 | 750,000 | 0.4% |