Mason Hill Advisors as of Dec. 31, 2011
Portfolio Holdings for Mason Hill Advisors
Mason Hill Advisors holds 14 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iamgold Corp (IAG) | 19.6 | $41M | 2.6M | 15.83 | |
| Fortuna Silver Mines | 19.1 | $40M | 7.4M | 5.47 | |
| Kinross Gold Corp (KGC) | 18.8 | $40M | 3.5M | 11.38 | |
| Mag Silver Corp | 14.7 | $31M | 4.7M | 6.56 | |
| Gran Tierra Energy | 12.5 | $26M | 5.5M | 4.82 | |
| Agnico (AEM) | 9.0 | $19M | 523k | 36.26 | |
| Banco Itau Holding Financeira (ITUB) | 3.2 | $6.8M | 366k | 18.56 | |
| Goldcorp | 1.0 | $2.1M | 48k | 44.24 | |
| Central Fd Cda Ltd cl a | 0.9 | $1.9M | 96k | 19.60 | |
| Keegan Res | 0.3 | $640k | 168k | 3.81 | |
| Barrick Gold Corp (GOLD) | 0.2 | $465k | 10k | 45.15 | |
| Allied Nevada Gold | 0.2 | $377k | 13k | 30.28 | |
| Eldorado Gold Corp | 0.2 | $377k | 28k | 13.71 | |
| Almaden Minerals | 0.2 | $377k | 150k | 2.51 |
