Sun Valley Gold LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Sun Valley Gold LLC reported 3 stock positions worth $51.4 million. Its top holding was Galiano Gold (GAU) at 40.4% of the portfolio, followed by Perpetua Resources (PPTA, 37.7%) and Vista Gold (VGZ, 21.9%). Compared with Q4 2023, it sold out of 1. The biggest sale was an exit from Novagold Resources (NG).

Most Recent 13F
Q3 2024
Location
Sun Valley, ID
CIK
0001280493
Portfolio Value
$51.4M (Q1 2024)
SEC Filing
0000919574-24-002971 ↗ filed May 14, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $51.4M $51.4M Q1 2024 Q2 2024: $57.4M Q2 2024 Q3 2024: $63.2M Q3 2024

Holdings 3 stocks · $51.4M
GAU Galiano Gold Inc. 40.45% 14,978,090 $20.8M No change
PPTA Perpetua Resources Corp. 37.67% 4,666,508 $19.4M No change
VGZ Vista Gold Corp. 21.88% 19,922,544 $11.3M No change

Portfolio Sells Q4 2023 → Q1 2024
NG Novagold Resources Inc. Sold out 0.00% −6.41

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2024 3$63.2MPPTA, GAU, VGZ
Q2 2024 3$57.4MPPTA, GAU, VGZ
Q1 2024 3$51.4MGAU, PPTA, VGZ