| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAG SILVER CORP | 6,333,288 | 49,622,000 | 29.54% | ||
| 2 | Range Resources | 813,852 | 40,188,000 | 23.93% | ||
| 3 | ASANKO GOLD INC | 12,723,767 | 22,403,000 | 13.34% | ||
| 4 | FORTUNA SILVER MINES INC | 5,688,040 | 20,713,000 | 12.33% | ||
| 5 | Central Gold Trust | 211,177 | 8,673,000 | 5.16% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 32 | 6,555,000 | 3.90% | ||
| 7 | EQT CORP | 79,743 | 6,486,000 | 3.86% | ||
| 8 | MEMORIAL RESOURCE DEV CORP | 163,984 | 3,111,000 | 1.85% | ||
| 9 | CIMAREX ENERGY | 24,558 | 2,709,000 | 1.61% | ||
| 10 | COTERRA ENERGY INC | 72,459 | 2,285,000 | 1.36% | ||
| 11 | B2GOLD CORP | 848,645 | 1,297,000 | 0.77% | ||
| 12 | MRC GLOBAL INC | 80,014 | 1,235,000 | 0.74% | ||
| 13 | SPROTT PHYSICAL SILVER TR | 150,516 | 929,000 | 0.55% | ||
| 14 | Eurasian Minerals | 1,676,200 | 832,000 | 0.50% | ||
| 15 | Mountain Province Diamonds Inc | 117,574 | 483,000 | 0.29% | ||
| 16 | RICHMONT MINES INC | 102,000 | 325,000 | 0.19% | ||
| 17 | DENISON MINES CORP | 177,500 | 128,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-15-000248, filed 2015.08.11).
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.
