Q3 2023 Holdings
Filed 2023-11-13 | 3 holdings | $74.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Newmont Corp(NEM) | COM | 651639106 | $64.4M | 1,742,000 | 86.6% |
| Cheniere Energy Inc(LNG) | COM | 16411R208 | $5.3M | 32,000 | 7.1% |
| Nutrien LTD(NTR) | COM | 67077M108 | $4.6M | 75,000 | 6.2% |