Q4 2020 Holdings
Filed 2021-01-20 | 11 holdings | $827.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schlumberger LTD(SLB) | COM | 806857108 | $170.2K | 7,750,476 | 20.6% |
| Sibanye Stillwater(SBSW) | SPONSORED ADR | 82575P107 | $153.0K | 9,627,093 | 18.5% |
| Cameco Corp(CCJ) | COM | 13321L108 | $136.5K | 10,188,363 | 16.5% |
| Veon LTD | SPONSORED ADR | 91822M106 | $100.2K | 66,354,260 | 12.1% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $62.5K | 6,463,807 | 7.6% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $54.8K | 11,708,722 | 6.6% |
| Range RES Corp(RRC) | COM | 75281A109 | $53.7K | 8,014,920 | 6.5% |
| Liberty Oilfield Svcs Inc(LBRT) | COM | 53115L104 | $42.5K | 4,118,054 | 5.1% |
| Gatos Silver Inc | COM | 368036109 | $24.8K | 1,905,420 | 3.0% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $15.8K | 291,000 | 1.9% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $13.4K | 6,141,202 | 1.6% |