Libra Advisors as of Dec. 31, 2010
Portfolio Holdings for Libra Advisors
Libra Advisors holds 42 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gammon Gold | 8.5 | $47M | 5.8M | 8.13 | |
| China Mobile | 8.1 | $45M | 1.1M | 39.70 | |
| Microsoft Corporation (MSFT) | 7.3 | $41M | 1.5M | 27.91 | |
| Goldcorp | 7.0 | $39M | 849k | 45.96 | |
| Yamana Gold | 6.3 | $35M | 2.7M | 12.79 | |
| Great Basin Gold Ltdcom Stk | 5.8 | $33M | 11M | 2.96 | |
| Kinross Gold Corp (KGC) | 5.6 | $31M | 1.7M | 18.94 | |
| Agnico (AEM) | 4.5 | $25M | 326k | 76.73 | |
| Big Lots (BIGGQ) | 3.9 | $22M | 721k | 30.46 | |
| Lexmark International | 3.3 | $18M | 528k | 34.82 | |
| Silver Wheaton Corp | 3.2 | $18M | 454k | 39.04 | |
| Darden Restaurants (DRI) | 2.8 | $16M | 338k | 46.44 | |
| Lincare Holdings | 2.6 | $15M | 549k | 26.83 | |
| Newmont Mining Corporation (NEM) | 2.3 | $13M | 205k | 61.43 | |
| Exeter Res Corp | 2.2 | $12M | 2.0M | 6.21 | |
| Rubicon Minerals Corp | 2.0 | $12M | 2.0M | 5.69 | |
| Arbitron | 1.7 | $9.5M | 228k | 41.52 | |
| Claude Res | 1.7 | $9.3M | 4.2M | 2.20 | |
| Keegan Res | 1.6 | $8.9M | 1.0M | 8.82 | |
| J.C. Penney Company | 1.5 | $8.4M | 260k | 32.31 | |
| Banro Corp | 1.4 | $7.9M | 2.0M | 4.01 | |
| O'reilly Automotive (ORLY) | 1.4 | $7.8M | 129k | 60.42 | |
| Taseko Cad (TGB) | 1.2 | $6.8M | 1.3M | 5.21 | |
| PowerShares QQQ Trust, Series 1 | 1.2 | $6.5M | 120k | 54.46 | |
| Golden Star Cad | 1.1 | $6.3M | 1.4M | 4.59 | |
| ABM Industries (ABM) | 1.1 | $6.1M | 231k | 26.30 | |
| Quaterra Resources | 1.1 | $5.9M | 3.7M | 1.59 | |
| Platinum Group Metals | 1.0 | $5.8M | 2.2M | 2.66 | |
| SK Tele | 1.0 | $5.7M | 321k | 17.70 | |
| Capital Gold Corporation | 1.0 | $5.5M | 1.1M | 5.09 | |
| Minefinders | 1.0 | $5.4M | 491k | 10.97 | |
| Advantage Oil & Gas | 0.9 | $4.8M | 713k | 6.77 | |
| Equal Energy | 0.8 | $4.5M | 735k | 6.13 | |
| Barrick Gold Corp | 0.7 | $4.0M | 75k | 53.19 | |
| AngloGold Ashanti | 0.7 | $3.9M | 79k | 49.23 | |
| Vimpel | 0.7 | $3.6M | 240k | 15.04 | |
| Thompson Creek Metals | 0.6 | $3.5M | 240k | 14.62 | |
| Gran Tierra Energy | 0.5 | $2.7M | 332k | 8.10 | |
| Brigus Gold Corp | 0.5 | $2.5M | 1.2M | 2.10 | |
| Sonde Resources | 0.2 | $1.3M | 361k | 3.65 | |
| Ross Stores (ROST) | 0.2 | $1.1M | 18k | 63.25 | |
| Goldcorp Inc New *w exp 06/09/201 | 0.0 | $216k | 57k | 3.79 |
