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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Alcoa Corp | $31.7M | 478526 | 11.23% |
| 2 | Chevron Corp | $31.1M | 150166 | 10.99% |
| 3 | Agnico Eagle Mines Ltd | $28.6M | 141052 | 10.13% |
| 4 | Freeport-McMoRan Inc | $27.0M | 458532 | 9.53% |
| 5 | Devon Energy Corp | $24.5M | 487349 | 8.67% |
| 6 | Slb NV | $24.4M | 475000 | 8.63% |
| 7 | Teck Resources Ltd | $21.8M | 421602 | 7.72% |
| 8 | Nutrien Ltd | $20.7M | 274543 | 7.33% |
| 9 | Century Aluminum Co | $16.5M | 281092 | 5.84% |
| 10 | Martin Marietta Materials Inc | $15.4M | 26170 | 5.45% |
| 11 | Diamondback Energy Inc | $14.8M | 75070 | 5.25% |
| 12 | Cameco Corp | $10.5M | 96896 | 3.72% |
| 13 | Dupont De Nemours Inc | $10.4M | 226912 | 3.68% |
| 14 | Nexgen Energy Ltd | $5.2M | 447407 | 1.84% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.