Q3 2023 Holdings
Filed 2023-10-19 | 5 holdings | $106.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $44.3M | 176,911 | 41.7% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $41.9M | 971,700 | 39.5% |
| Shell PLC(SHEL) | SPON ADS | 780259305 | $15.1M | 235,306 | 14.3% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $3.2M | 29,586 | 3.0% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $1.6M | 110,000 | 1.5% |