Libra Advisors

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 (BIG) 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 (GOLD) 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