Libra Advisors as of March 31, 2011
Portfolio Holdings for Libra Advisors
Libra Advisors holds 35 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| China Mobile | 11.5 | $53M | 1.1M | 46.25 | |
| Gammon Gold | 11.1 | $51M | 4.9M | 10.40 | |
| Microsoft Corporation (MSFT) | 7.6 | $35M | 1.4M | 25.39 | |
| Goldcorp | 7.6 | $35M | 700k | 49.80 | |
| Yamana Gold | 7.3 | $34M | 2.7M | 12.34 | |
| Great Basin Gold Ltdcom Stk | 5.5 | $25M | 9.6M | 2.63 | |
| Agnico (AEM) | 4.7 | $22M | 326k | 66.40 | |
| Silver Wheaton Corp | 4.3 | $20M | 454k | 43.36 | |
| Newmont Mining Corporation (NEM) | 3.6 | $17M | 307k | 54.58 | |
| HudBay Minerals (HBM) | 3.5 | $16M | 977k | 16.27 | |
| Fronteer Gold | 3.3 | $15M | 1.0M | 15.10 | |
| Keegan Res | 3.0 | $14M | 1.6M | 8.71 | |
| Exeter Res Corp | 2.3 | $11M | 2.0M | 5.32 | |
| Claude Res | 2.2 | $10M | 4.1M | 2.47 | |
| Rubicon Minerals Corp | 2.1 | $9.6M | 1.9M | 5.17 | |
| Extorre Gold Mines | 2.1 | $9.6M | 1.6M | 5.92 | |
| Capital Gold Corporation | 2.0 | $9.2M | 1.4M | 6.43 | |
| SK Tele | 1.8 | $8.2M | 435k | 18.81 | |
| Gran Tierra Energy | 1.7 | $7.8M | 963k | 8.06 | |
| Minefinders | 1.4 | $6.5M | 491k | 13.18 | |
| Advantage Oil & Gas | 1.3 | $6.2M | 688k | 8.96 | |
| Banro Corp | 1.3 | $6.1M | 2.4M | 2.56 | |
| Equal Energy | 1.1 | $5.3M | 641k | 8.24 | |
| Quaterra Resources | 1.1 | $4.8M | 3.5M | 1.39 | |
| Kinross Gold Corp (KGC) | 0.9 | $4.2M | 269k | 15.74 | |
| Barrick Gold Corp (GOLD) | 0.8 | $3.9M | 75k | 51.91 | |
| AngloGold Ashanti | 0.8 | $3.8M | 79k | 47.96 | |
| Taseko Cad (TGB) | 0.8 | $3.6M | 600k | 5.93 | |
| Golden Star Cad | 0.7 | $3.1M | 1.0M | 2.97 | |
| Gannett | 0.7 | $3.0M | 200k | 15.23 | |
| Evergreen Energy | 0.7 | $3.0M | 1.2M | 2.63 | |
| Thompson Creek Metals | 0.7 | $3.0M | 240k | 12.52 | |
| Sonde Resources | 0.4 | $1.9M | 549k | 3.55 | |
| Brigus Gold Corp | 0.4 | $1.8M | 1.2M | 1.54 | |
| Goldcorp Inc New *w exp 06/09/201 | 0.1 | $221k | 57k | 3.88 |