Orrell Capital Management

Orrell Capital Management as of June 30, 2013

Portfolio Holdings for Orrell Capital Management

Orrell Capital Management holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldcorp 17.7 $12M 495k 24.73
Randgold Resources 11.9 $8.2M 129k 64.05
Streettracks Gold Tr gold 10.1 $7.0M 62k 112.99
Yamana Gold 6.9 $4.8M 502k 9.51
Agnico (AEM) 6.8 $4.7M 171k 27.54
Silver Wheaton Corp 6.2 $4.3M 219k 19.60
Newmont Mining Corporation (NEM) 5.9 $4.1M 136k 29.95
AngloGold Ashanti 4.9 $3.4M 237k 14.30
Iamgold Corp (IAG) 4.8 $3.3M 680k 4.84
Eldorado Gold Corp 4.1 $2.8M 458k 6.18
Royal Gold (RGLD) 3.6 $2.5M 60k 42.08
Kinross Gold Corp (KGC) 3.3 $2.3M 444k 5.10
Barrick Gold Corp (GOLD) 2.8 $1.9M 122k 15.74
Gold Fields (GFI) 2.5 $1.7M 329k 5.25
Franco-Nevada Corporation (FNV) 2.5 $1.7M 48k 35.79
New Gold Inc Cda (NGD) 1.4 $962k 150k 6.42
Mag Silver Corp (MAG) 1.3 $878k 150k 5.85
Sibanye Gold 1.1 $797k 293k 2.72
Aurico Gold 1.0 $675k 154k 4.38
Fortuna Silver Mines 1.0 $666k 200k 3.33
Pan American Silver Corp Can (PAAS) 0.4 $291k 25k 11.64