| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAG SILVER CORP | 6,333,288 | 45,205,000 | 32.67% | ||
| 2 | RANGE RES CORP | 847,727 | 27,229,000 | 19.68% | ||
| 3 | FORTUNA SILVER MINES INC | 6,228,580 | 13,712,000 | 9.91% | ||
| 4 | ASANKO GOLD INC | 7,302,940 | 10,700,000 | 7.73% | ||
| 5 | CREDICORP LTD | 93,634 | 9,959,000 | 7.20% | ||
| 6 | Central Gold Trust | 211,177 | 8,380,000 | 6.06% | ||
| 7 | BERKSHIRE HATHAWAY INC DEL | 36 | 7,029,000 | 5.08% | ||
| 8 | EQT CORP | 88,239 | 5,715,000 | 4.13% | ||
| 9 | MEMORIAL RESOURCE DEV CORP | 171,701 | 3,019,000 | 2.18% | ||
| 10 | CIMAREX ENERGY | 21,652 | 2,219,000 | 1.60% | ||
| 11 | COTERRA ENERGY INC | 72,459 | 1,584,000 | 1.14% | ||
| 12 | Eurasian Minerals | 1,676,200 | 923,000 | 0.67% | ||
| 13 | B2GOLD CORP | 848,645 | 899,000 | 0.65% | ||
| 14 | SPROTT PHYSICAL SILVER TR | 150,516 | 853,000 | 0.62% | ||
| 15 | RICHMONT MINES INC | 201,775 | 565,000 | 0.41% | ||
| 16 | Mountain Province Diamonds Inc | 117,574 | 304,000 | 0.22% | ||
| 17 | DENISON MINES CORP | 177,500 | 67,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-15-000432, filed 2015.11.12).
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.
