Libra Advisors

Libra Advisors as of Sept. 30, 2011

Portfolio Holdings for Libra Advisors

Libra Advisors holds 37 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.4 $47M 1.9M 24.89
China Mobile 10.8 $41M 845k 48.71
Newmont Mining Corporation (NEM) 10.1 $39M 613k 62.91
Yamana Gold 9.4 $36M 2.6M 13.69
Goldcorp 8.6 $33M 722k 45.76
Agnico (AEM) 8.0 $30M 510k 59.65
Barrick Gold Corp 7.4 $28M 606k 46.65
Aurico Gold 5.4 $21M 2.2M 9.42
Claude Res 3.0 $12M 6.4M 1.81
Silver Wheaton Corp 2.4 $9.1M 311k 29.45
Lake Shore Gold 2.1 $8.1M 5.4M 1.51
Revett Minerals 2.1 $8.1M 2.1M 3.87
Extorre Gold Mines 2.0 $7.7M 1.3M 5.84
Exeter Res Corp 1.8 $6.8M 1.9M 3.66
Rubicon Minerals Corp 1.6 $6.2M 1.8M 3.48
Banro Corp 1.4 $5.5M 1.4M 3.92
Gran Tierra Energy 1.2 $4.8M 1.0M 4.73
Market Vectors Gold Miners ETF 1.1 $4.4M 79k 55.19
Quaterra Resources 1.1 $4.4M 6.0M 0.73
Equal Energy 1.0 $3.8M 876k 4.34
Minefinders 0.8 $3.1M 222k 13.78
Great Basin Gold Ltdcom Stk 0.7 $2.8M 1.6M 1.69
Advantage Oil & Gas 0.7 $2.7M 738k 3.72
Magnum Hunter Resources Corporation 0.7 $2.6M 775k 3.31
Keegan Res 0.5 $1.8M 357k 5.03
PostRock Energy Corporation 0.5 $1.8M 557k 3.17
Primero Mining Corporation 0.5 $1.7M 646k 2.69
Taseko Cad (TGB) 0.4 $1.5M 595k 2.53
Loncor Resources 0.4 $1.5M 866k 1.72
Thompson Creek Metals 0.4 $1.5M 240k 6.04
Vista Gold (VGZ) 0.4 $1.5M 439k 3.31
Gannett 0.4 $1.4M 150k 9.53
Augusta Res Corp 0.2 $736k 250k 2.95
Evergreen Energy 0.2 $650k 731k 0.89
Franco-Nevada Corporation (FNV) 0.1 $581k 16k 36.09
Kinross Gold Corp (KGC) 0.1 $530k 36k 14.83
Sonde Resources 0.1 $301k 132k 2.29