Q1 2015 Holdings
Filed 2015-05-11 | 20 holdings | $171.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Range Resources Corp(RRC) | COM | 75281A109 | $42.4K | 813,852 | 24.8% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $40.1K | 6,488,776 | 23.5% |
| Fortuna Silver Mines Inc(FVICHF) | COM | 349915108 | $24.5K | 6,499,785 | 14.3% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $16.4K | 556,461 | 9.6% |
| Asanko Gold Inc(AKG1EUR) | COM | 04341Y105 | $15.0K | 10,756,767 | 8.8% |
| Centralgold Trust TR Unit Isin | COM | 153546106 | $8.5K | 211,177 | 5.0% |
| Berkshire Hathaway Inc(BRK/A) | COM | 084670108 | $7.0K | 32 | 4.1% |
| Sprott Physical Silver Trust(PSLV/U) | COM | 85207K107 | $4.4K | 687,616 | 2.6% |
| Cimarex Energy Co.(XECEUR) | COM | 171798101 | $2.8K | 24,558 | 1.7% |
| EQT Corp(EQT) | COM | 26884L109 | $2.4K | 29,030 | 1.4% |
| Memorial Resource Development | COM | 58605Q109 | $2.2K | 125,584 | 1.3% |
| B2gold Corp(BTG) | COM | 11777Q209 | $1.3K | 848,645 | 0.7% |
| Eurasian Minerals Inc | COM | 29843R100 | $1.2K | 1,683,200 | 0.7% |
| MRC Global Inc.(37M) | COM | 55345K103 | $948 | 80,014 | 0.6% |
| Sprott Physical Platinum and P(SPPP) | COM | 85207Q104 | $543 | 67,513 | 0.3% |
| Mountain Province Diamonds Inc(MPVDF) | COM | 62426E402 | $441 | 117,574 | 0.3% |
| Richmont Mines Inc | COM | 76547T106 | $326 | 102,000 | 0.2% |
| Silvercrest Mines Inc | COM | 828365106 | $239 | 218,260 | 0.1% |
| Alamos Gold Inc | COM | 011527108 | $154 | 26,400 | 0.1% |
| Denison Mine Corp(DNN) | COM | 248356107 | $141 | 177,500 | 0.1% |