Q2 2013 Holdings
Filed 2013-08-02 | 28 holdings | $100.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Peabody Energy Corp COM STK US | COM | 704549104 | $4.9K | 335,831 | 4.9% |
| Smithfield Foods Inc COM STK U | COM | 832248108 | $4.7K | 144,474 | 4.7% |
| Archer Daniel Midland(ADM) | COM | 039483102 | $4.6K | 136,338 | 4.6% |
| Southwestern Energy Co COM STK(SWN1EUR) | COM | 845467109 | $4.5K | 123,746 | 4.5% |
| EOG Resources Inc(EOG) | COM | 26875P101 | $4.5K | 33,962 | 4.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $4.3K | 47,178 | 4.2% |
| The Mosaic Co Usd0.01 New(MOS) | COM | 61945C103 | $4.2K | 78,288 | 4.2% |
| Apache Corp | COM | 37411105 | $4.2K | 50,179 | 4.2% |
| Occidental Petroleum(OXY) | COM | 674599105 | $4.0K | 44,539 | 3.9% |
| Suncor Energy Inc (New) NPV(SU) | COM | 867224107 | $3.8K | 128,686 | 3.8% |
| Alcoa Inc COM | COM | 13817101 | $3.8K | 480,149 | 3.7% |
| Imperial Oil LTD(IMO) | COM | 453038960 | $3.7K | 97,364 | 3.7% |
| Cameco Corp(CCJ) | COM | 13321L108 | $3.5K | 170,539 | 3.5% |
| Monsanto Co New COM | COM | 61166W101 | $3.5K | 35,426 | 3.5% |
| Cosan LTD Class A Shares(CSAN) | COM | G25343107 | $3.5K | 215,787 | 3.5% |
| Petroleo Brasileiro SA Petro(PJX) | COM | 71654V101 | $3.4K | 234,633 | 3.4% |
| Potash Corp Sask Inc | COM | 73755L107 | $3.4K | 89,075 | 3.4% |
| Cnooc LTD Sponsored ADR(CEO) | COM | 126132109 | $3.3K | 19,953 | 3.3% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $3.3K | 19,355 | 3.3% |
| Barrick Gold Corp COM(ABX) | COM | 067901108 | $3.3K | 208,948 | 3.3% |
| Ingredion Inc(INGR) | COM | 457187102 | $3.3K | 49,972 | 3.3% |
| Freeport-Mcmoran Copper & GO(FCX) | COM | 35671D857 | $3.1K | 112,525 | 3.1% |
| Southern Copper Corp del(SCCO) | COM | 84265V105 | $3.0K | 107,757 | 3.0% |
| Sterlite Industries ADS Each R | COM | 859737207 | $2.9K | 499,943 | 2.9% |
| Teck Resources LTD Class B(TECK) | COM | 878742204 | $2.9K | 135,167 | 2.9% |
| Sociedad Quimica Minera de CHI(SQM) | COM | 833635105 | $2.8K | 68,943 | 2.8% |
| Vale SA ADR Repr 1 Pref SHS NP | COM | 91912E204 | $2.6K | 213,690 | 2.6% |
| Walter Industries Inc COM STK | COM | 93317Q105 | $1.7K | 167,368 | 1.7% |