Libra Advisors as of March 31, 2012
Portfolio Holdings for Libra Advisors
Libra Advisors holds 33 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.6 | $58M | 1.8M | 32.25 | |
| China Mobile | 12.5 | $41M | 745k | 55.08 | |
| Yamana Gold | 11.6 | $38M | 2.4M | 15.58 | |
| Newmont Mining Corporation (NEM) | 10.3 | $34M | 659k | 51.27 | |
| Gran Tierra Energy | 8.1 | $27M | 4.2M | 6.29 | |
| Goldcorp | 8.0 | $26M | 581k | 45.03 | |
| Agnico (AEM) | 5.9 | $19M | 580k | 33.29 | |
| Barrick Gold Corp (GOLD) | 4.3 | $14M | 324k | 43.48 | |
| Claude Res | 2.8 | $9.1M | 8.3M | 1.09 | |
| Revett Minerals | 2.5 | $8.3M | 2.1M | 3.99 | |
| Rubicon Minerals Corp | 2.2 | $7.1M | 2.2M | 3.27 | |
| Advantage Oil & Gas | 1.7 | $5.6M | 1.7M | 3.35 | |
| Lake Shore Gold | 1.6 | $5.2M | 5.1M | 1.03 | |
| Exeter Res Corp | 1.5 | $5.0M | 1.8M | 2.75 | |
| Banro Corp | 1.5 | $4.8M | 1.0M | 4.63 | |
| Market Vectors Gold Miners ETF | 1.1 | $3.8M | 76k | 49.53 | |
| Novadaq Technologies | 1.0 | $3.2M | 571k | 5.66 | |
| Quaterra Resources | 0.8 | $2.7M | 6.0M | 0.46 | |
| Equal Energy | 0.8 | $2.6M | 683k | 3.75 | |
| Brigus Gold Corp | 0.7 | $2.2M | 2.8M | 0.76 | |
| Potash Corp. Of Saskatchewan I | 0.5 | $1.6M | 35k | 45.56 | |
| Silver Wheaton Corp | 0.3 | $1.1M | 34k | 33.18 | |
| Cenovus Energy (CVE) | 0.3 | $1.1M | 30k | 35.90 | |
| PostRock Energy Corporation | 0.3 | $1.1M | 350k | 3.10 | |
| Loncor Resources | 0.3 | $1.1M | 866k | 1.23 | |
| eBay (EBAY) | 0.3 | $1.0M | 28k | 36.87 | |
| Encana Corp | 0.3 | $980k | 50k | 19.60 | |
| Great Basin Gold Ltdcom Stk | 0.2 | $660k | 942k | 0.70 | |
| Canadian Pacific Railway | 0.2 | $606k | 8.0k | 75.75 | |
| Aurico Gold | 0.2 | $595k | 67k | 8.90 | |
| Taseko Cad (TGB) | 0.2 | $518k | 147k | 3.52 | |
| Primero Mining Corporation | 0.1 | $490k | 188k | 2.60 | |
| Extorre Gold Mines | 0.1 | $454k | 76k | 6.01 |