| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TASEKO MINES LTD | 11,000,000 | 18,700,000 | 12.83% | ||
| 2 | Turquoise Hill Resources Ltd | 4,905,000 | 18,345,000 | 12.58% | ||
| 3 | RANDGOLD RES LTD | 233,000 | 15,748,000 | 10.80% | ||
| 4 | NEVSUN RES LTD | 4,212,300 | 15,206,000 | 10.43% | ||
| 5 | CAMECO CORP | 827,602 | 14,615,000 | 10.02% | ||
| 6 | ETFS PALLADIUM TR | 186,400 | 14,014,000 | 9.61% | ||
| 7 | AURICO GOLD INC UTIL | 3,954,548 | 13,801,000 | 9.47% | ||
| 8 | B2GOLD CORP | 4,568,000 | 9,273,000 | 6.36% | ||
| 9 | MOSAIC CO NEW | 141,000 | 6,262,000 | 4.29% | ||
| 10 | MOLYCORP INC DEL | 11,577,000 | 5,789,000 | 3.97% | PRN | |
| 11 | Platinum Group Metals Ltd | 5,000,000 | 4,463,000 | 3.06% | ||
| 12 | STILLWATER MINING | 290,000 | 4,359,000 | 2.99% | ||
| 13 | EXETER RES CORP | 6,050,700 | 3,630,000 | 2.49% | ||
| 14 | BANRO CORP | 10,097,462 | 1,594,000 | 1.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-041800, filed 2014.11.14).
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.
