Eric now has about cdn$1.9 billion spread among 85 resource companies. However, it appears that he has begun to adjust his focus considerably.
(commentary from Joe Mazumdar Exploration Insights):
His average position amounts to ~15% of a company’s outstanding shares but reaches up to almost 30%.
About 50% of his total holdings by value are tied up in three companies, with the largest individual positions in
First Majestic Silver (FR.T, AG.NYSE, ~C$460 M), a silver and gold producer in Mexico and Nevada,
New Found Gold (NFG.V, ~C$310 M), a gold explorer in Newfoundland, and
Discovery Silver (DSV.V, DSVSF.OTC, ~C$160 M), a silver explorer in Mexico,
which reflect his predilection for the Maritime province and silver.
According to the latest insider information from SEDI, he has
sold his positions in
Garibaldi Resources (GGI.V), Gran Colombia (GCM.T), and
Klondike Gold (KG.V), and appears to be
divesting of his holdings in
Benchmark Metals (BNCH.V),
Metallic Minerals (MMG.V),
Kootenay Silver (KTN.V), and
Starcore International (SAM.V)