Orrell Capital Management

Orrell Capital Management as of March 31, 2014

Portfolio Holdings for Orrell Capital Management

Orrell Capital Management holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldcorp 15.3 $12M 469k 24.48
Randgold Resources 12.8 $9.6M 128k 75.00
Streettracks Gold Tr gold 10.3 $7.7M 42k 185.14
Silver Wheaton Corp 7.0 $5.3M 232k 22.69
Royal Gold (RGLD) 5.8 $4.3M 69k 62.62
Agnico (AEM) 5.5 $4.1M 135k 30.25
Yamana Gold 4.4 $3.3M 372k 8.78
AngloGold Ashanti 4.2 $3.1M 182k 17.08
Newmont Mining Corporation (NEM) 4.0 $3.0M 122k 24.44
Sibanye Gold 3.7 $2.8M 331k 8.33
Eldorado Gold Corp 3.5 $2.6M 395k 6.58
Tahoe Resources 3.2 $2.4M 117k 20.18
Iamgold Corp (IAG) 2.7 $2.0M 569k 3.52
Gold Fields (GFI) 2.5 $1.9M 505k 3.68
B2gold 2.4 $1.8M 668k 2.71
Franco-Nevada Corporation (FNV) 2.4 $1.8M 39k 45.90
Kinross Gold Corp (KGC) 2.0 $1.5M 288k 5.14
Alamos Gold 1.4 $1.1M 121k 9.01
Mag Silver Corp (MAG) 1.4 $1.0M 150k 6.93
Aurico Gold 1.2 $873k 201k 4.35
Fortuna Silver Mines 1.0 $736k 200k 3.68
New Gold Inc Cda (NGD) 1.0 $732k 150k 4.88
Sprott Physical Gold Trust (PHYS) 0.8 $565k 48k 11.67
ETFS Gold Trust 0.5 $366k 2.9k 126.21
Pan American Silver Corp Can (PAAS) 0.4 $322k 25k 12.88
Central Fd Cda Ltd cl a 0.3 $232k 157.00 1477.71
Central Gold-Trust 0.3 $228k 4.9k 46.53
Barrick Gold Corp (GOLD) 0.2 $148k 8.3k 17.83