Sun Valley Gold LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Sun Valley Gold LLC reported 3 stock positions worth $57.4 million. Its top holding was Perpetua Resources (PPTA) at 42.1% of the portfolio, followed by Galiano Gold (GAU, 41.8%) and Vista Gold (VGZ, 16.1%). Compared with Q1 2024, it reduced 1. The biggest sale was Galiano Gold (GAU, shares −7%).

Most Recent 13F
Q3 2024
Location
Sun Valley, ID
CIK
0001280493
Portfolio Value
$57.4M (Q2 2024)
SEC Filing
0000919574-24-004635 ↗ filed Aug 14, 2024

Holdings Value

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

Holdings 3 stocks · $57.4M
PPTA Perpetua Resources Corp. 42.12% 4,666,508 $24.2M No change
GAU Galiano Gold Inc. 41.75% 13,957,312 $24.0M Reduce -6.8%
VGZ Vista Gold Corp. 16.13% 19,922,544 $9.3M No change

Portfolio Sells Q1 2024 → Q2 2024
GAU Galiano Gold Inc. Reduce -6.8% 41.75% +1.30

Portfolio Buys Q1 2024 → Q2 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