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 |