Orrell Capital Management as of June 30, 2013
Portfolio Holdings for Orrell Capital Management
Orrell Capital Management holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldcorp | 17.7 | $12M | 495k | 24.73 | |
| Randgold Resources | 11.9 | $8.2M | 129k | 64.05 | |
| Streettracks Gold Tr gold | 10.1 | $7.0M | 62k | 112.99 | |
| Yamana Gold | 6.9 | $4.8M | 502k | 9.51 | |
| Agnico (AEM) | 6.8 | $4.7M | 171k | 27.54 | |
| Silver Wheaton Corp | 6.2 | $4.3M | 219k | 19.60 | |
| Newmont Mining Corporation (NEM) | 5.9 | $4.1M | 136k | 29.95 | |
| AngloGold Ashanti | 4.9 | $3.4M | 237k | 14.30 | |
| Iamgold Corp (IAG) | 4.8 | $3.3M | 680k | 4.84 | |
| Eldorado Gold Corp | 4.1 | $2.8M | 458k | 6.18 | |
| Royal Gold (RGLD) | 3.6 | $2.5M | 60k | 42.08 | |
| Kinross Gold Corp (KGC) | 3.3 | $2.3M | 444k | 5.10 | |
| Barrick Gold Corp (GOLD) | 2.8 | $1.9M | 122k | 15.74 | |
| Gold Fields (GFI) | 2.5 | $1.7M | 329k | 5.25 | |
| Franco-Nevada Corporation (FNV) | 2.5 | $1.7M | 48k | 35.79 | |
| New Gold Inc Cda (NGD) | 1.4 | $962k | 150k | 6.42 | |
| Mag Silver Corp (MAG) | 1.3 | $878k | 150k | 5.85 | |
| Sibanye Gold | 1.1 | $797k | 293k | 2.72 | |
| Aurico Gold | 1.0 | $675k | 154k | 4.38 | |
| Fortuna Silver Mines | 1.0 | $666k | 200k | 3.33 | |
| Pan American Silver Corp Can (PAAS) | 0.4 | $291k | 25k | 11.64 |
