Q2 2019 Holdings
Filed 2019-08-14 | 178 holdings | $7.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| W & T Offshore Inc(WTI) | COM | 92922P106 | $2.1K | 431,844 | 0.0% |
| Aqua America Inc | COM | 03836W103 | $2.2K | 52,905 | 0.0% |
| Mosaic Co New(MOS) | COM | 61945C103 | $2.2K | 88,983 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $2.2K | 23,981 | 0.0% |
| SRC Energy Inc | COM | 78470V108 | $2.2K | 452,948 | 0.0% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $2.3K | 91,250 | 0.0% |
| Compass Minerals Intl Inc(CMP) | COM | 20451N101 | $2.3K | 42,431 | 0.0% |
| Sociedad Quimica Minera de C(SQM) | SPON ADR SER B | 833635105 | $2.4K | 76,676 | 0.0% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $2.5K | 201,870 | 0.0% |
| Bunge Limited(BG) | COM | G16962105 | $2.6K | 47,101 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $2.7K | 16,247 | 0.0% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $2.9K | 35,319 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $2.9K | 35,240 | 0.0% |
| Nutrien LTD(NTR) | COM | 67077M108 | $3.0K | 56,099 | 0.0% |
| Agco Corp(AGCO) | COM | 001084102 | $3.2K | 40,868 | 0.0% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $3.3K | 79,419 | 0.0% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $3.5K | 74,169 | 0.0% |
| United States STL Corp New(USX1) | COM | 912909108 | $3.8K | 248,585 | 0.1% |
| American WTR WKS Co Inc New(AWK) | COM | 030420103 | $3.8K | 33,025 | 0.1% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $3.9K | 61,978 | 0.1% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $5.1K | 220,885 | 0.1% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $61.0K | 14,012 | 0.8% |
| Antero RES Corp(AR) | COM | 03674X106 | $592.0K | 107,106 | 8.2% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $691.0K | 94,532 | 9.6% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $752.0K | 34,452 | 10.4% |
| Century Alum Co(CENX) | COM | 156431108 | $905.0K | 130,922 | 12.6% |
| Conocophillips(COP) | COM | 20825C104 | $1.9M | 31,024 | 26.3% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $2.1M | 107,482 | 29.7% |