| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kopernik Global Investors David Iben | 2,070,182 | $54,322 | -33% | 10.32% |
| 2. | Sprott Asset Management Eric Sprott | 895,125 | $29,335 | -12% | 7.48% |
| 3. | Moerus Capital Management Amit Wadhwaney | 455,929 | $11,964 | -13% | 4.07% |
| 4. | Horizon Asset Management Murray Stahl | 3,578,158 | $93,891 | +20% | 2.82% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 24,163,232 | $634,043 | -15% | 1.8% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 1,570,245 | $41,206 | 10.18% | |
| 2. | 251,967 | $6,612 | 6.43% | |
| 3. | 302,908 | $7,948 | 4.31% | |
| 4. | 175,000 | $4,592 | 3.54% | |
| 5. | 165,430 | $4,344 | 3.39% |
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