Sun Valley Gold LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Sun Valley Gold LLC reported 3 stock positions worth $63.2 million. Its top holding was Perpetua Resources (PPTA) at 44.1% of the portfolio, followed by Galiano Gold (GAU, 31.4%) and Vista Gold (VGZ, 24.5%). Compared with Q2 2024, it reduced 2. The biggest sale was Galiano Gold (GAU, shares −0%).

Most Recent 13F
Q3 2024
Location
Sun Valley, ID
CIK
0001280493
Portfolio Value
$63.2M (Q3 2024)
SEC Filing
0000919574-24-006402 ↗ filed Nov 13, 2024

Holdings Value

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

Holdings 3 stocks · $63.2M
PPTA Perpetua Resources Corp. 44.11% 2,966,508 $27.9M Reduce -36.4%
GAU Galiano Gold Inc. 31.41% 13,900,517 $19.8M Reduce -0.4%
VGZ Vista Gold Corp. 24.49% 19,922,544 $15.5M No change

Portfolio Sells Q2 2024 → Q3 2024
GAU Galiano Gold Inc. Reduce -0.4% 31.41% −10.35
PPTA Perpetua Resources Corp. Reduce -36.4% 44.11% +1.99

Portfolio Buys Q2 2024 → Q3 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