Q3 2013 Holdings
Filed 2013-11-08 | 17 holdings | $461.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alderon Iron ORE Corp(AXXDF) | COM | 01434T100 | $160.0K | 107,625 | 34.7% |
| Tahoe Resources Inc | COM | 873868103 | $46.1K | 2,565,651 | 10.0% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $40.0K | 6,776,070 | 8.7% |
| Gran Tierra Energy | COM | 38500T101 | $35.7K | 5,033,813 | 7.7% |
| MRC Global Inc.(37M) | COM | 55345K103 | $35.5K | 1,324,367 | 7.7% |
| Fortuna Silver Mines Inc(FVICHF) | COM | 349915108 | $32.7K | 8,952,445 | 7.1% |
| B2gold Corp(BTG) | COM | 11777Q209 | $25.0K | 10,038,046 | 5.4% |
| Ultra Petroleum Corp | COM | 903914109 | $24.0K | 1,166,236 | 5.2% |
| Centralfd CDA CL A Isin #ca153 | COM | 153501101 | $22.6K | 1,535,327 | 4.9% |
| Berkshire Hathaway Inc(BRK/A) | COM | 084670108 | $22.2K | 130 | 4.8% |
| Sandstorm Gold LTD(AYS1) | COM | 80013R206 | $10.9K | 2,025,912 | 2.4% |
| Eurasian Minerals Inc | COM | 29843R100 | $4.9K | 4,010,000 | 1.1% |
| Sprott Physical Platinum and P(SPPP) | COM | 85207Q104 | $732 | 82,153 | 0.2% |
| Alamos Gold Inc | COM | 011527108 | $410 | 26,400 | 0.1% |
| Silvercrest Mines Inc | COM | 828365106 | $387 | 218,260 | 0.1% |
| Almaden Minerals LTD | COM | 020283107 | $309 | 227,650 | 0.1% |
| Denison Mine Corp(DNN) | COM | 248356107 | $196 | 177,500 | 0.0% |