13F HOLDINGS REPORT
Merk Investments LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001420506-24-000829
Total Value
$89.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ORLA MNG LTD NEW | 68634K106 | 6,200,000 | $23.5M | 26.21% |
| 2 | ALAMOS GOLD INC NEW | AGI | 1,000,000 | $14.8M | 16.45% |
| 3 | BARRICK GOLD CORP | 067901108 | 650,000 | $10.8M | 12.07% |
| 4 | AGNICO EAGLE MINES LTD | AEM | 165,000 | $9.8M | 10.98% |
| 5 | GOLD FIELDS LTD | GFIOF | 600,000 | $9.5M | 10.64% |
| 6 | ANGLOGOLD ASHANTI PLC | AU | 275,000 | $6.1M | 6.81% |
| 7 | B2GOLD CORP | BTG | 2,000,000 | $5.2M | 5.82% |
| 8 | SKEENA RES LTD NEW | 83056P715 | 700,000 | $3.2M | 3.61% |
| 9 | INTEGRA RES CORP | ITRG | 4,487,472 | $3.2M | 3.55% |
| 10 | SIBANYE STILLWATER LTD | SBYSF | 273,043 | $1.3M | 1.43% |
| 11 | PERPETUA RESOURCES CORP | PPTA | 229,983 | $956,729 | 1.07% |
| 12 | METALLA RTY & STREAMING LTD | 59124U605 | 200,000 | $623,085 | 0.70% |
| 13 | AMERICAS GOLD AND SILVER COR | 03062D100 | 2,701,028 | $590,781 | 0.66% |