Q1 2014 Holdings
Filed 2014-05-13 | 18 holdings | $182.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Peabody Energy Corp | PEABODY ENERGY CORP COM | 704549104 | $23.0K | 1,405,057 | 12.6% |
| Newmont Mining Corp(NEM) | NEWMONT MINING CORP COM | 651639106 | $21.8K | 931,583 | 12.0% |
| Centrais Eletricas Brasileiras SA | CENTRAIS ELETRICAS BRASILEIR SPON ADR PFD B | 15234Q108 | $18.0K | 3,839,641 | 9.9% |
| Cameco Corp(CCJ) | COM | 13321L108 | $16.1K | 701,515 | 8.8% |
| Barrick Gold Corp(ABX) | BARRICK GOLD CORP COM | 067901108 | $15.3K | 856,662 | 8.4% |
| Turquoise Hill Resources LTD | TURQUOISE HILL RES LTD COM | 900435108 | $13.2K | 3,949,734 | 7.2% |
| Skywest Inc(SKYW) | COM | 830879102 | $12.7K | 993,597 | 7.0% |
| KT Corp(KT) | KT CORP SPONSORED ADR | 48268K101 | $11.5K | 824,773 | 6.3% |
| Novagold Resources Inc(NG) | COM NEW | 66987E206 | $10.3K | 2,846,777 | 5.6% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $9.7K | 2,343,655 | 5.3% |
| Tsakos Energy Navigation LTD | SHS | G9108L108 | $8.8K | 1,131,424 | 4.8% |
| Silver Standard | SILVER STD RES INC COM | 82823L106 | $6.6K | 664,747 | 3.6% |
| Layne Christenson | LAYNE CHRISTENSEN CO COM | 521050104 | $5.6K | 307,358 | 3.1% |
| Northern DYN MNL(NAK) | NORTHERN DYNASTY MINERALS LT COM NEW | 66510M204 | $3.9K | 3,999,325 | 2.2% |
| Turkcell Iletisim Hizmet AS ADR(TKC) | TURKCELL ILETISIM HIZMETLERI SPON ADR NEW | 900111204 | $2.9K | 208,861 | 1.6% |
| Cresud SA(CD8) | SPONSORED ADR | 226406106 | $2.4K | 262,508 | 1.3% |
| Brasilagro Co BR de Agricolas(LND) | SPONSORED ADR | 10554B104 | $220 | 58,406 | 0.1% |
| Arch Coal Inc | ARCH COAL INC COM | 039380100 | $123 | 25,694 | 0.1% |