Orrell Capital Management as of Sept. 30, 2013
Portfolio Holdings for Orrell Capital Management
Orrell Capital Management holds 22 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldcorp | 17.6 | $13M | 495k | 26.01 | |
| Randgold Resources | 12.6 | $9.2M | 129k | 71.53 | |
| Streettracks Gold Tr gold | 10.8 | $7.9M | 62k | 127.82 | |
| Silver Wheaton Corp | 7.5 | $5.5M | 221k | 24.77 | |
| Yamana Gold | 7.1 | $5.2M | 502k | 10.40 | |
| Agnico (AEM) | 6.2 | $4.5M | 171k | 26.47 | |
| Newmont Mining Corporation (NEM) | 5.2 | $3.8M | 136k | 28.10 | |
| AngloGold Ashanti | 4.5 | $3.3M | 246k | 13.28 | |
| Iamgold Corp (IAG) | 4.4 | $3.2M | 680k | 4.75 | |
| Royal Gold (RGLD) | 4.2 | $3.1M | 64k | 48.66 | |
| Eldorado Gold Corp | 4.2 | $3.1M | 458k | 6.71 | |
| Kinross Gold Corp (KGC) | 3.0 | $2.2M | 436k | 5.05 | |
| Franco-Nevada Corporation (FNV) | 2.7 | $2.0M | 43k | 45.30 | |
| Sibanye Gold | 2.4 | $1.7M | 332k | 5.21 | |
| Gold Fields (GFI) | 2.1 | $1.5M | 329k | 4.57 | |
| New Gold Inc Cda (NGD) | 1.2 | $896k | 150k | 5.98 | |
| Mag Silver Corp (MAG) | 1.2 | $885k | 150k | 5.90 | |
| Fortuna Silver Mines | 1.0 | $730k | 200k | 3.65 | |
| Barrick Gold Corp (GOLD) | 0.9 | $691k | 37k | 18.63 | |
| Aurico Gold | 0.7 | $473k | 124k | 3.81 | |
| Pan American Silver Corp Can (PAAS) | 0.4 | $264k | 25k | 10.56 | |
| Tahoe Resources | 0.1 | $100k | 5.6k | 17.86 |
