Libra Advisors as of June 30, 2012
Portfolio Holdings for Libra Advisors
Libra Advisors holds 31 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.5 | $58M | 1.9M | 30.59 | |
| China Mobile | 13.0 | $37M | 745k | 49.57 | |
| Newmont Mining Corporation (NEM) | 11.7 | $33M | 684k | 48.51 | |
| Yamana Gold | 8.5 | $24M | 1.6M | 15.45 | |
| Goldcorp | 8.4 | $24M | 631k | 37.70 | |
| Agnico (AEM) | 8.3 | $24M | 580k | 40.57 | |
| Barrick Gold Corp (GOLD) | 6.0 | $17M | 449k | 37.57 | |
| Gran Tierra Energy | 5.3 | $15M | 3.1M | 4.90 | |
| Revett Minerals | 2.4 | $6.8M | 2.1M | 3.29 | |
| Rubicon Minerals Corp | 2.2 | $6.3M | 2.1M | 3.06 | |
| Claude Res | 1.9 | $5.3M | 8.3M | 0.64 | |
| Advantage Oil & Gas | 1.6 | $4.6M | 1.5M | 2.95 | |
| Lake Shore Gold | 1.6 | $4.5M | 5.0M | 0.90 | |
| Market Vectors Gold Miners ETF | 1.2 | $3.4M | 76k | 44.76 | |
| Novadaq Technologies | 1.1 | $3.1M | 568k | 5.39 | |
| Exeter Res Corp | 1.0 | $2.7M | 1.7M | 1.58 | |
| Brigus Gold Corp | 0.9 | $2.4M | 2.8M | 0.86 | |
| Quaterra Resources | 0.7 | $2.0M | 5.6M | 0.35 | |
| Banro Corp | 0.5 | $1.5M | 410k | 3.67 | |
| Southwestern Energy Company | 0.5 | $1.4M | 43k | 31.92 | |
| Potash Corp. Of Saskatchewan I | 0.4 | $1.2M | 25k | 46.16 | |
| Cameco Corporation (CCJ) | 0.4 | $1.1M | 45k | 23.42 | |
| Cenovus Energy (CVE) | 0.4 | $1.1M | 30k | 35.27 | |
| Encana Corp | 0.4 | $1.0M | 50k | 20.44 | |
| Silver Wheaton Corp | 0.3 | $915k | 34k | 26.82 | |
| Extorre Gold Mines | 0.2 | $622k | 150k | 4.14 | |
| Teck Resources Ltd cl b (TECK) | 0.2 | $543k | 15k | 36.20 | |
| Loncor Resources | 0.2 | $536k | 638k | 0.84 | |
| Canadian Pacific Railway | 0.2 | $507k | 8.0k | 63.38 | |
| PostRock Energy Corporation | 0.1 | $360k | 231k | 1.56 | |
| Thompson Creek Metals | 0.1 | $150k | 47k | 3.19 |
