Q1 2015 Holdings
Filed 2015-05-15 | 11 holdings | $83.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Turquoise Hill RES LTD | COM | 900435108 | $16.2K | 5,205,000 | 19.5% |
| Cameco Corp(CCJ) | COM | 13321L108 | $11.5K | 827,602 | 13.9% |
| Aurico Gold Inc | COM | 05155C105 | $10.8K | 3,910,114 | 13.0% |
| Nevsun RES LTD | COM | 64156L101 | $9.5K | 2,810,100 | 11.4% |
| Platinum Group Metals LTD | COM NEW | 72765Q205 | $9.3K | 17,116,500 | 11.2% |
| Taseko Mines LTD(TGB) | COM | 876511106 | $8.7K | 13,607,974 | 10.5% |
| B2gold Corp(BTG) | COM | 11777Q209 | $8.5K | 5,718,000 | 10.3% |
| Exeter RES Corp | COM | 301835104 | $3.5K | 6,872,500 | 4.2% |
| Market Vectors ETF TR | GOLD MINER ETF | 57060U100 | $2.7K | 150,000 | 3.3% |
| Molycorp Inc del | NOTE 3.250% 6/1 | 608753AA7 | $1.2K | $11,577,000 | 1.4% |
| Banro Corp | COM | 066800103 | $1.1K | 5,345,145 | 1.3% |