Q1 2021 Holdings
Filed 2021-04-29 | 9 holdings | $872.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cameco Corp(CCJ) | COM | 13321L108 | $184.7K | 11,120,451 | 21.2% |
| Schlumberger LTD(SLB) | COM | 806857108 | $183.4K | 6,709,476 | 21.0% |
| Veon LTD | SPONSORED ADR | 91822M106 | $131.1K | 74,053,196 | 15.0% |
| Range RES Corp(RRC) | COM | 75281A109 | $82.8K | 8,014,920 | 9.5% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $76.8K | 17,620,729 | 8.8% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $73.2K | 8,353,350 | 8.4% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $68.7K | 1,527,000 | 7.9% |
| Liberty Oilfield Svcs Inc(LBRT) | COM | 53115L104 | $52.6K | 4,660,654 | 6.0% |
| Gatos Silver Inc | COM | 368036109 | $19.0K | 1,902,120 | 2.2% |