Orrell Capital Management as of March 31, 2013
Portfolio Holdings for Orrell Capital Management
Orrell Capital Management holds 24 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldcorp | 16.1 | $18M | 543k | 33.72 | |
| Randgold Resources | 11.4 | $13M | 151k | 85.98 | |
| Streettracks Gold Tr gold | 10.3 | $12M | 76k | 154.46 | |
| Yamana Gold | 8.5 | $9.6M | 628k | 15.35 | |
| Agnico (AEM) | 6.3 | $7.2M | 176k | 41.04 | |
| Silver Wheaton Corp | 6.3 | $7.1M | 224k | 31.85 | |
| Newmont Mining Corporation (NEM) | 5.5 | $6.3M | 150k | 41.89 | |
| AngloGold Ashanti | 5.1 | $5.8M | 247k | 23.55 | |
| Eldorado Gold Corp | 4.8 | $5.5M | 578k | 9.53 | |
| Kinross Gold Corp (KGC) | 4.0 | $4.5M | 569k | 7.93 | |
| Royal Gold (RGLD) | 3.7 | $4.3M | 60k | 71.03 | |
| Iamgold Corp (IAG) | 3.7 | $4.2M | 580k | 7.26 | |
| Barrick Gold Corp (GOLD) | 2.9 | $3.3M | 112k | 29.40 | |
| Gold Fields (GFI) | 2.4 | $2.8M | 356k | 7.75 | |
| Mag Silver Corp (MAG) | 1.8 | $2.0M | 200k | 10.22 | |
| Franco-Nevada Corporation (FNV) | 1.7 | $2.0M | 43k | 45.64 | |
| New Gold Inc Cda (NGD) | 1.6 | $1.8M | 200k | 9.10 | |
| Aurico Gold | 1.2 | $1.4M | 221k | 6.29 | |
| Fortuna Silver Mines | 0.8 | $970k | 225k | 4.31 | |
| Primero Mining Corporation | 0.6 | $678k | 100k | 6.78 | |
| Sibanye Gold | 0.4 | $503k | 89k | 5.65 | |
| Pan American Silver Corp Can (PAAS) | 0.4 | $410k | 25k | 16.40 | |
| Hecla Mining Company (HL) | 0.2 | $194k | 50k | 3.88 | |
| Claude Res. | 0.1 | $134k | 291k | 0.46 |
