| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TASEKO MINES LTD | 11,000,000 | 27,500,000 | 16.51% | ||
| 2 | RANDGOLD RES LTD | 233,000 | 19,712,000 | 11.83% | ||
| 3 | AURICO GOLD INC UTIL | 3,954,548 | 16,846,000 | 10.11% | ||
| 4 | NEVSUN RES LTD | 4,349,900 | 16,312,000 | 9.79% | ||
| 5 | ETFS PALLADIUM TR | 186,400 | 15,320,000 | 9.20% | ||
| 6 | B2GOLD CORP | 5,195,000 | 15,169,000 | 9.10% | ||
| 7 | FRANCO NEVADA CORP | 217,000 | 12,443,000 | 7.47% | ||
| 8 | Turquoise Hill Resources Ltd | 3,295,000 | 11,005,000 | 6.61% | ||
| 9 | CAMECO CORP | 532,602 | 10,444,000 | 6.27% | ||
| 10 | CLIFFS NATURAL RESOURCES INC N/C 8/25/17 185899101 | 469,304 | 7,063,000 | 4.24% | ||
| 11 | STILLWATER MINING | 290,000 | 5,090,000 | 3.06% | ||
| 12 | EXETER RES CORP | 6,050,700 | 4,296,000 | 2.58% | ||
| 13 | MOLYCORP INC DEL | 4,080,000 | 3,019,000 | 1.81% | PRN | |
| 14 | Platinum Group Metals Ltd | 1,646,100 | 1,943,000 | 1.17% | ||
| 15 | Vaneck Vectors Gold | 4,000 | 450,000 | 0.27% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-032715, filed 2014.08.14).
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.
