Mason Hill Advisors as of Sept. 30, 2011
Portfolio Holdings for Mason Hill Advisors
Mason Hill Advisors holds 12 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iamgold Corp (IAG) | 27.6 | $48M | 2.4M | 19.83 | |
| Kinross Gold Corp (KGC) | 27.5 | $48M | 3.2M | 14.83 | |
| Mag Silver Corp | 21.2 | $37M | 4.7M | 7.81 | |
| Gran Tierra Energy | 14.9 | $26M | 5.5M | 4.73 | |
| Banco Itau Holding Financeira (ITUB) | 3.3 | $5.7M | 366k | 15.52 | |
| Novagold Resources Inc Cad (NG) | 2.0 | $3.5M | 544k | 6.45 | |
| Goldcorp | 1.3 | $2.2M | 48k | 45.78 | |
| Central Fd Cda Ltd cl a | 1.1 | $2.0M | 96k | 20.69 | |
| Barrick Gold Corp (GOLD) | 0.3 | $482k | 10k | 46.80 | |
| Eldorado Gold Corp | 0.3 | $473k | 28k | 17.20 | |
| Allied Nevada Gold | 0.3 | $448k | 13k | 35.98 | |
| Almaden Minerals | 0.2 | $383k | 150k | 2.55 |