| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAG SILVER CORP | 7,354,873 | 69,548,000 | 32.74% | ||
| 2 | FORTUNA SILVER MINES INC | 7,693,585 | 42,540,000 | 20.03% | ||
| 3 | MRC GLOBAL INC | 1,324,367 | 37,466,000 | 17.64% | ||
| 4 | CENTRAL FD CDA LTD | 1,451,850 | 21,110,000 | 9.94% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 102 | 19,370,000 | 9.12% | ||
| 6 | B2GOLD CORP | 5,847,927 | 17,044,000 | 8.02% | ||
| 7 | Eurasian Minerals | 3,592,913 | 2,963,000 | 1.39% | ||
| 8 | SPROTT PHYSICAL PLATINUM AND P | 82,153 | 831,000 | 0.39% | ||
| 9 | SILVERCREST MINES INC | 218,260 | 470,000 | 0.22% | ||
| 10 | Mountain Province Diamonds Inc | 100,000 | 470,000 | 0.22% | ||
| 11 | ALAMOS GOLD INCORPOR F CLASS A | 26,400 | 267,000 | 0.13% | ||
| 12 | DENISON MINES CORP | 177,500 | 225,000 | 0.11% | ||
| 13 | ALDERON IRON ORE CORP | 107,625 | 127,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-14-000278, filed 2014.08.11).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
