Q4 2019 Holdings
Filed 2020-01-22 | 8 holdings | $701.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sibanye Stillwater | SPONSORED ADR | 825724206 | $272.1K | 27,400,896 | 38.8% |
| Veon LTD | SPONSORED ADR | 91822M106 | $102.2K | 40,405,931 | 14.6% |
| Schlumberger LTD(SLB) | COM | 806857108 | $102.1K | 2,511,104 | 14.6% |
| Cameco Corp(CCJ) | COM | 13321L108 | $89.0K | 10,002,961 | 12.7% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $56.8K | 6,344,807 | 8.1% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $42.9K | 11,821,561 | 6.1% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $27.3K | 30,981,260 | 3.9% |
| Range RES Corp(RRC) | COM | 75281A109 | $8.8K | 1,822,724 | 1.3% |