| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kopernik Global Investors David Iben | 3,048,228 | $73,706 | +2% | 12.57% |
| 2. | Sprott Asset Management Eric Sprott | 1,009,021 | $30,248 | +12% | 7.18% |
| 3. | Moerus Capital Management Amit Wadhwaney | 519,892 | $12,571 | -1% | 3.9% |
| 4. | Horizon Asset Management Murray Stahl | 2,984,470 | $72,164 | -2% | 1.99% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 28,099,201 | $679,439 | -1% | 1.83% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 252,467 | $6,105 | 5.34% | |
| 2. | 8,402,971 | $167,387 | 3.9% | |
| 3. | 170,460 | $4,117 | 3.58% | |
| 4. | 175,000 | $4,232 | 3.25% | |
| 5. | 255,375 | $6,175 | 3.18% |
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