Q2 2013 Holdings
Filed 2013-08-08 | 15 holdings | $273.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Gran Tierra Energy | COM | 38500T101 | $58.3K | 9,561,144 | 21.3% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $37.2K | 6,369,124 | 13.6% |
| Tahoe Resources Inc | COM | 873868103 | $36.2K | 2,565,651 | 13.2% |
| MRC Global Inc.(37M) | COM | 55345K103 | $30.3K | 1,097,644 | 11.1% |
| Fortuna Silver Mines Inc(FVICHF) | COM | 349915108 | $29.8K | 8,952,445 | 10.9% |
| Berkshire Hathaway Inc(BRK/A) | COM | 084670108 | $24.6K | 146 | 9.0% |
| B2gold Corp(BTG) | COM | 11777Q209 | $23.2K | 10,919,146 | 8.5% |
| Centralfd CDA CL A Isin #ca153 | COM | 153501101 | $15.7K | 1,151,609 | 5.7% |
| Sandstorm Gold LTD(AYS1) | COM | 80013R206 | $11.9K | 2,025,912 | 4.3% |
| Eurasian Minerals Inc | COM | 29843R100 | $4.8K | 4,010,000 | 1.8% |
| Sprott Physical Platinum and P(SPPP) | COM | 85207Q104 | $689 | 82,153 | 0.3% |
| Almaden Minerals LTD | COM | 020283107 | $322 | 227,650 | 0.1% |
| Alamos Gold Inc | COM | 011527108 | $320 | 26,400 | 0.1% |
| Denison Mine Corp(DNN) | COM | 248356107 | $206 | 177,500 | 0.1% |
| Alerdon Iron ORE Corp(AXXDF) | COM | 01434T100 | $102 | 107,625 | 0.0% |