Q2 2014 Holdings
Filed 2014-08-12 | 8 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freeport-Mcmoran Copper(FCX) | Common | 35671D857 | $1.0M | 27,560,882 | 35.6% |
| Taiwan Semiconductor(TSM) | Spsrd ADR | 874039100 | $483.0K | 22,581,809 | 17.1% |
| Itau Unibanco Holdings S.A.(BVXB) | ADR | 465562106 | $395.0K | 27,471,241 | 14.0% |
| Potash Corp of Saskatchewan | Common | 73755L107 | $365.2K | 9,620,171 | 12.9% |
| Royal Dutch Shell - ADR A(RDS/A) | ADR | 780259206 | $233.5K | 2,834,568 | 8.3% |
| Barrick Gold Corp(ABX) | Common | 067901108 | $226.2K | 12,358,387 | 8.0% |
| Anglo American PLC ADR | ADR | 03485P201 | $114.8K | 9,390,209 | 4.1% |
| Banco Bradesco(BBD) | Spsrd ADR | 059460303 | $1.0K | 69,410 | 0.0% |