| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PEABODY ENERGY CORP | 1,405,057 | 22,958,000 | 12.62% | ||
| 2 | NEWMONT CORP | 931,583 | 21,836,000 | 12.00% | ||
| 3 | CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B ADDED | 3,839,641 | 18,046,000 | 9.92% | ||
| 4 | CAMECO CORP | 701,515 | 16,064,000 | 8.83% | ||
| 5 | BARRICK GOLD CORP | 856,662 | 15,274,000 | 8.39% | ||
| 6 | Turquoise Hill Resources Ltd | 3,949,734 | 13,152,000 | 7.23% | ||
| 7 | SKYWEST INC COM | 993,597 | 12,678,000 | 6.97% | ||
| 8 | KT CORP | 824,773 | 11,456,000 | 6.29% | ||
| 9 | NOVAGOLD RES INC | 2,846,777 | 10,276,000 | 5.65% | ||
| 10 | KINROSS GOLD CORP | 2,343,655 | 9,702,000 | 5.33% | ||
| 11 | TSAKOS ENERGY NAVIGATION LTD SHS | 1,131,424 | 8,779,000 | 4.82% | ||
| 12 | SILVER STD RES INC | 664,747 | 6,600,000 | 3.63% | ||
| 13 | LAYNE CHRISTENSEN CO | 307,358 | 5,590,000 | 3.07% | ||
| 14 | NORTHERN DYNASTY MINERALS LTD COM | 3,999,325 | 3,919,000 | 2.15% | ||
| 15 | TURKCELL ILETISIM HIZMETLERI SPON ADR NEW | 208,861 | 2,876,000 | 1.58% | ||
| 16 | CRESUD S A C I F Y A | 262,508 | 2,438,000 | 1.34% | ||
| 17 | BRASILAGRO BRAZILIAN AGRIC R | 58,406 | 220,000 | 0.12% | ||
| 18 | ARCH COAL INC | 25,694 | 123,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001599814-14-000004, filed 2014.05.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
