Libra Advisors as of Sept. 30, 2012
Portfolio Holdings for Libra Advisors
Libra Advisors holds 31 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.4 | $55M | 1.8M | 29.76 | |
| China Mobile | 13.7 | $41M | 745k | 54.67 | |
| Newmont Mining Corporation (NEM) | 13.5 | $40M | 718k | 56.01 | |
| Sandstorm Gold (SAND) | 8.7 | $26M | 2.0M | 12.82 | |
| Barrick Gold Corp (GOLD) | 6.3 | $19M | 449k | 41.76 | |
| Agnico (AEM) | 5.5 | $16M | 313k | 51.85 | |
| Gran Tierra Energy | 5.1 | $15M | 3.0M | 5.17 | |
| Goldcorp | 3.8 | $11M | 244k | 45.90 | |
| Yamana Gold | 3.1 | $9.3M | 489k | 19.09 | |
| Advantage Oil & Gas | 2.7 | $8.2M | 2.2M | 3.74 | |
| Revett Minerals | 2.5 | $7.4M | 2.1M | 3.58 | |
| Silvercrest Mines Inc F | 2.4 | $7.2M | 2.5M | 2.83 | |
| Rubicon Minerals Corp | 2.3 | $6.8M | 1.8M | 3.75 | |
| Claude Res | 1.6 | $4.9M | 5.8M | 0.85 | |
| Market Vectors Gold Miners ETF | 1.5 | $4.4M | 82k | 53.68 | |
| Novadaq Technologies | 1.5 | $4.4M | 499k | 8.81 | |
| Potash Corp. Of Saskatchewan I | 1.4 | $4.3M | 100k | 42.73 | |
| Lake Shore Gold | 1.4 | $4.0M | 4.0M | 1.01 | |
| Exeter Res Corp | 1.0 | $2.9M | 1.7M | 1.68 | |
| Brigus Gold Corp | 0.7 | $2.0M | 2.0M | 0.99 | |
| Quaterra Resources | 0.5 | $1.5M | 5.2M | 0.29 | |
| Gold Fields (GFI) | 0.4 | $1.1M | 87k | 12.84 | |
| Cenovus Energy (CVE) | 0.4 | $1.1M | 30k | 35.27 | |
| Cameco Corporation (CCJ) | 0.3 | $1.1M | 45k | 23.42 | |
| Encana Corp | 0.3 | $1.0M | 50k | 20.44 | |
| Teck Resources Ltd cl b (TECK) | 0.3 | $870k | 30k | 29.00 | |
| Loncor Resources | 0.2 | $572k | 524k | 1.09 | |
| Suncor Energy (SU) | 0.2 | $550k | 17k | 32.35 | |
| Canadian Pacific Railway | 0.2 | $507k | 8.0k | 63.38 | |
| Banro Corp | 0.2 | $464k | 100k | 4.64 | |
| PostRock Energy Corporation | 0.1 | $287k | 168k | 1.71 |
