Q2 2015 Holdings
Filed 2015-08-11 | 17 holdings | $168.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $49.6K | 6,333,288 | 29.5% |
| Range Resources Corp(RRC) | COM | 75281A109 | $40.2K | 813,852 | 23.9% |
| Asanko Gold Inc(AKG1EUR) | COM | 04341Y105 | $22.4K | 12,723,767 | 13.3% |
| Fortuna Silver Mines Inc(FVICHF) | COM | 349915108 | $20.7K | 5,688,040 | 12.3% |
| Centralgold Trust TR Unit Isin | COM | 153546106 | $8.7K | 211,177 | 5.2% |
| Berkshire Hathaway Inc(BRK/A) | COM | 084670108 | $6.6K | 32 | 3.9% |
| EQT Corp(EQT) | COM | 26884L109 | $6.5K | 79,743 | 3.9% |
| Memorial Resource Development | COM | 58605Q109 | $3.1K | 163,984 | 1.9% |
| Cimarex Energy Co.(XECEUR) | COM | 171798101 | $2.7K | 24,558 | 1.6% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $2.3K | 72,459 | 1.4% |
| B2gold Corp(BTG) | COM | 11777Q209 | $1.3K | 848,645 | 0.8% |
| MRC Global Inc.(37M) | COM | 55345K103 | $1.2K | 80,014 | 0.7% |
| Sprott Physical Silver Trust(PSLV/U) | COM | 85207K107 | $929 | 150,516 | 0.6% |
| Eurasian Minerals Inc | COM | 29843R100 | $832 | 1,676,200 | 0.5% |
| Mountain Province Diamonds Inc(MPVDF) | COM | 62426E402 | $483 | 117,574 | 0.3% |
| Richmont Mines Inc | COM | 76547T106 | $325 | 102,000 | 0.2% |
| Denison Mine Corp(DNN) | COM | 248356107 | $128 | 177,500 | 0.1% |