Q2 2021 Holdings
Filed 2021-07-29 | 13 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cameco Corp(CCJ) | COM | 13321L108 | $224.3K | 11,693,451 | 19.4% |
| Schlumberger LTD(SLB) | COM | 806857108 | $186.7K | 5,805,476 | 16.2% |
| Veon LTD | SPONSORED ADR | 91822M106 | $143.4K | 78,347,333 | 12.4% |
| Range RES Corp(RRC) | COM | 75281A109 | $143.2K | 8,544,920 | 12.4% |
| Weatherford Intl PLC(WFRD) | ORD SHS | G48833118 | $93.2K | 5,118,632 | 8.1% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $85.0K | 1,819,000 | 7.4% |
| Harmony Gold MNG LTD(HAM) | SPONSORED ADR | 413216300 | $75.2K | 20,156,016 | 6.5% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $75.1K | 9,380,100 | 6.5% |
| Liberty Oilfield Svcs Inc(LBRT) | COM | 53115L104 | $70.6K | 4,982,862 | 6.1% |
| Gatos Silver Inc | COM | 368036109 | $36.6K | 2,092,120 | 3.2% |
| Valaris Limited(VAL) | CL A | G9460G101 | $14.8K | 511,898 | 1.3% |
| Desktop Metal Inc | COM CL A | 25058X105 | $3.7K | 317,677 | 0.3% |
| Skillsoft Corp(CCXUSD) | CL A | 83066P200 | $3.1K | 310,032 | 0.3% |