Q1 2020 Holdings
Filed 2020-04-28 | 8 holdings | $340.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cameco Corp(CCJ) | COM | 13321L108 | $65.8K | 8,613,678 | 19.3% |
| Schlumberger LTD(SLB) | COM | 806857108 | $61.3K | 4,444,656 | 18.0% |
| Sibanye Stillwater | SPONSORED ADR | 825724206 | $58.6K | 12,421,203 | 17.2% |
| Veon LTD | SPONSORED ADR | 91822M106 | $56.6K | 37,462,303 | 16.6% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $46.8K | 6,344,807 | 13.8% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $25.8K | 11,821,561 | 7.6% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $15.8K | 30,877,813 | 4.6% |
| Range RES Corp(RRC) | COM | 75281A109 | $9.6K | 4,192,805 | 2.8% |