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 (WCPRF) | 0.0 | $77k | 10k | 7.70 | |
| Downey Finl Corp Com Stk | 0.0 | $1.0k | 10k | 0.10 |
