Q2 2020 Holdings
Filed 2020-07-22 | 8 holdings | $609.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schlumberger LTD(SLB) | COM | 806857108 | $128.6K | 6,942,076 | 21.1% |
| Sibanye Stillwater(SBSW) | SPONSORED ADR | 82575P107 | $106.9K | 12,360,532 | 17.5% |
| Cameco Corp(CCJ) | COM | 13321L108 | $104.4K | 10,188,363 | 17.1% |
| Veon LTD | SPONSORED ADR | 91822M106 | $95.6K | 53,114,362 | 15.7% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $59.3K | 6,463,807 | 9.7% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $49.3K | 11,821,561 | 8.1% |
| Range RES Corp(RRC) | COM | 75281A109 | $40.1K | 7,115,947 | 6.6% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $25.7K | 19,014,025 | 4.2% |