Libra Advisors

Libra Advisors as of Dec. 31, 2011

Portfolio Holdings for Libra Advisors

Libra Advisors holds 39 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.6 $49M 1.9M 25.96
China Mobile 10.7 $36M 745k 48.49
Yamana Gold 10.5 $36M 2.4M 14.71
Newmont Mining Corporation (NEM) 8.7 $29M 490k 60.01
Goldcorp 7.6 $26M 581k 44.27
Agnico (AEM) 5.8 $20M 540k 36.28
salesforce (CRM) 5.7 $19M 189k 101.46
Gran Tierra Energy 4.5 $15M 3.2M 4.82
Barrick Gold Corp (GOLD) 4.3 $15M 324k 45.25
Revett Minerals 2.9 $9.8M 2.1M 4.71
Aurico Gold 2.9 $9.7M 1.2M 8.02
Extorre Gold Mines 2.8 $9.6M 1.3M 7.37
Claude Res 2.8 $9.5M 7.2M 1.33
Silver Wheaton Corp 2.6 $9.0M 309k 28.96
Defined 4090 Probe Mines 1.8 $6.0M 3.0M 2.00
Banro Corp 1.5 $5.2M 1.4M 3.70
Market Vectors Gold Miners ETF 1.2 $4.1M 79k 51.43
Exeter Res Corp 1.2 $4.0M 1.5M 2.61
Advantage Oil & Gas 1.0 $3.4M 823k 4.15
Lake Shore Gold 1.0 $3.4M 2.7M 1.25
Quaterra Resources 0.6 $2.1M 4.6M 0.45
Primero Mining Corporation 0.6 $2.1M 646k 3.18
Thompson Creek Metals 0.5 $1.7M 240k 6.97
Taseko Cad (TGB) 0.5 $1.6M 594k 2.73
Equal Energy 0.5 $1.6M 359k 4.49
PostRock Energy Corporation 0.5 $1.5M 553k 2.80
Minefinders 0.4 $1.5M 138k 10.60
Great Basin Gold Ltdcom Stk 0.4 $1.2M 1.3M 0.93
Loncor Resources 0.3 $1.1M 866k 1.23
Potash Corp. Of Saskatchewan I 0.3 $1.0M 25k 41.28
Encana Corp 0.3 $927k 50k 18.54
Rubicon Minerals Corp 0.3 $930k 245k 3.79
Franco-Nevada Corporation (FNV) 0.2 $611k 16k 37.95
Carter's (CRI) 0.2 $545k 14k 39.78
Canadian Pacific Railway 0.2 $541k 8.0k 67.62
Cenovus Energy (CVE) 0.1 $498k 15k 33.20
Kinross Gold Corp (KGC) 0.1 $407k 36k 11.39
Whitecap Resources Inc Restr (SPGYF) 0.0 $77k 10k 7.70
Downey Finl Corp Com Stk 0.0 $1.0k 10k 0.10