| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAMECO CORP | 1,834,460 | 35,974,000 | 12.79% | ||
| 2 | NEWMONT CORP | 1,332,369 | 33,895,000 | 12.05% | ||
| 3 | BARRICK GOLD CORP | 1,605,776 | 29,386,000 | 10.45% | ||
| 4 | PEABODY ENERGY CORP | 1,783,234 | 29,156,000 | 10.37% | ||
| 5 | KINROSS GOLD CORP | 5,971,627 | 24,723,000 | 8.79% | ||
| 6 | SKYWEST INC COM | 1,996,115 | 24,393,000 | 8.67% | ||
| 7 | NOVAGOLD RES INC | 5,033,438 | 21,191,000 | 7.53% | ||
| 8 | CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B ADDED | 4,316,194 | 20,545,000 | 7.30% | ||
| 9 | KT CORP | 950,984 | 14,398,000 | 5.12% | ||
| 10 | SILVER STD RES INC | 1,404,537 | 12,163,000 | 4.32% | ||
| 11 | Turquoise Hill Resources Ltd | 2,883,250 | 9,630,000 | 3.42% | ||
| 12 | LAYNE CHRISTENSEN CO | 679,591 | 9,039,000 | 3.21% | ||
| 13 | TSAKOS ENERGY NAVIGATION LTD SHS | 1,297,736 | 8,682,000 | 3.09% | ||
| 14 | NORTHERN DYNASTY MINERALS LTD COM | 4,773,507 | 3,995,000 | 1.42% | ||
| 15 | NAM TAI PPTY INC SHS | 297,747 | 2,245,000 | 0.80% | ||
| 16 | CRESUD S A C I F Y A | 113,799 | 1,485,000 | 0.53% | ||
| 17 | BRASILAGRO BRAZILIAN AGRIC R | 58,406 | 257,000 | 0.09% | ||
| 18 | ARCH COAL INC | 28,177 | 103,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001599814-14-000005, filed 2014.08.08).
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.
