Libra Advisors

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