Q3 2020 Holdings
Filed 2020-10-29 | 9 holdings | $622.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sibanye Stillwater(SBSW) | SPONSORED ADR | 82575P107 | $134.4K | 11,965,532 | 21.6% |
| Schlumberger LTD(SLB) | COM | 806857108 | $110.7K | 7,059,076 | 17.8% |
| Cameco Corp(CCJ) | COM | 13321L108 | $102.9K | 10,188,363 | 16.5% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $76.9K | 6,463,807 | 12.3% |
| Veon LTD | SPONSORED ADR | 91822M106 | $66.9K | 53,114,362 | 10.8% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $56.6K | 10,746,561 | 9.1% |
| Range RES Corp(RRC) | COM | 75281A109 | $47.1K | 7,115,947 | 7.6% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $17.2K | 10,088,931 | 2.8% |
| Liberty Oilfield Svcs Inc(LBRT) | COM | 53115L104 | $9.6K | 1,202,714 | 1.5% |