RCF Management as of Dec. 31, 2011
Portfolio Holdings for RCF Management
RCF Management holds 11 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 |
|---|---|---|---|---|---|
| Moly | 98.8 | $332M | 14M | 23.98 | |
| New Gold Inc Cda (NGD) | 0.2 | $706k | 70k | 10.09 | |
| Allied Nevada Gold | 0.2 | $660k | 22k | 30.28 | |
| Aurico Gold | 0.2 | $599k | 75k | 8.01 | |
| Aurizon Mines | 0.1 | $410k | 83k | 4.93 | |
| Claude Res | 0.1 | $404k | 306k | 1.32 | |
| Richmont Mines | 0.1 | $355k | 33k | 10.76 | |
| Alexco Resource Corp | 0.1 | $300k | 44k | 6.80 | |
| Minefinders | 0.1 | $246k | 23k | 10.58 | |
| Brigus Gold Corp | 0.1 | $178k | 186k | 0.96 | |
| Augusta Res Corp | 0.0 | $53k | 17k | 3.12 |
