| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 19,916,550 | 31,108,650 | +11,192,100 | 4.41 | 5.91 | +1.51 | buy |
| Goehring & Rozencwajg Associates, LLC | 970,464 | 1,002,184 | +31,720 | 1.17 | 0.87 | -0.30 | buy |
| First Eagle Investment Management, LLC | 6,848,655 | 6,875,132 | +26,477 | 0.07 | 0.06 | -0.01 | buy |
| AIGEN INVESTMENT MANAGEMENT, LP | 35,596 | 15,216 | -20,380 | 0.02 | 0.01 | -0.01 | sell |
| AGF MANAGEMENT LTD | 181,332 | 159,332 | -22,000 | 0.01 | 0.00 | -0.00 | sell |
| CWA Asset Management Group, LLC | 1,353,326 | 1,279,141 | -74,185 | 0.39 | 0.34 | -0.05 | sell |
| Triasima Portfolio Management inc. | 1,534,873 | 1,282,763 | -252,110 | 0.54 | 0.42 | -0.12 | sell |
| Merk Investments LLC | 6,900,000 | 6,200,000 | -700,000 | 22.97 | 24.75 | +1.78 | sell |
| SPROTT INC. | 3,913,800 | 737,250 | -3,176,550 | 0.92 | 0.23 | -0.69 | sell |