Q4 2013 Holdings
Filed 2014-02-07 | 16 holdings | $376.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alderon Iron ORE Corp(AXXDF) | COM | 01434T100 | $170.0K | 107,625 | 45.2% |
| MRC Global Inc.(37M) | COM | 55345K103 | $42.7K | 1,324,367 | 11.4% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $39.6K | 7,651,671 | 10.5% |
| Tahoe Resources Inc | COM | 873868103 | $27.5K | 1,650,994 | 7.3% |
| Fortuna Silver Mines Inc(FVICHF) | COM | 349915108 | $23.6K | 8,203,612 | 6.3% |
| Centralfd CDA CL A Isin #ca153 | COM | 153501101 | $20.2K | 1,525,188 | 5.4% |
| Berkshire Hathaway Inc(BRK/A) | COM | 084670108 | $18.1K | 102 | 4.8% |
| B2gold Corp(BTG) | COM | 11777Q209 | $16.4K | 8,003,627 | 4.4% |
| Sandstorm Gold LTD(AYS1) | COM | 80013R206 | $8.8K | 2,025,912 | 2.3% |
| Eurasian Minerals Inc | COM | 29843R100 | $3.9K | 3,799,413 | 1.0% |
| Gran Tierra Energy | COM | 38500T101 | $3.7K | 500,867 | 1.0% |
| Sprott Physical Platinum and P(SPPP) | COM | 85207Q104 | $713 | 82,153 | 0.2% |
| Silvercrest Mines Inc | COM | 828365106 | $372 | 218,260 | 0.1% |
| Alamos Gold Inc | COM | 011527108 | $320 | 26,400 | 0.1% |
| Almaden Minerals LTD | COM | 020283107 | $266 | 227,650 | 0.1% |
| Denison Mine Corp(DNN) | COM | 248356107 | $216 | 177,500 | 0.1% |