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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | COEUR MNG INC | $186.6M | 9942304 | 18.04% |
| 2 | I-80 GOLD CORP | $124.8M | 82103559 | 12.06% |
| 3 | VALARIS LTD | $113.6M | 1158651 | 10.98% |
| 4 | OSISKO DEVELOPMENT CORP | $81.4M | 25050980 | 7.87% |
| 5 | CHORD ENERGY CORPORATION | $79.1M | 556536 | 7.65% |
| 6 | RAYONIER ADVANCED MATLS INC | $70.4M | 6358877 | 6.80% |
| 7 | SIBANYE STILLWATER LTD | $64.6M | 5244469 | 6.24% |
| 8 | SEADRILL LTD | $58.2M | 1279968 | 5.63% |
| 9 | B2GOLD CORP | $52.4M | 11571607 | 5.07% |
| 10 | ENDEAVOUR SILVER CORP | $41.9M | 4503543 | 4.05% |
| 11 | I-80 GOLD CORP | $41.5M | 41541599 | 4.01% |
| 12 | CENOVUS ENERGY INC | $29.2M | 1100000 | 2.82% |
| 13 | TIDEWATER INC NEW | $23.9M | 285900 | 2.31% |
| 14 | CORE NATURAL RESOURCES INC | $21.1M | 201663 | 2.04% |
| 15 | CADELER A S | $14.7M | 624400 | 1.42% |
| 16 | ELEMENTAL RTY CORP | $12.7M | 674415 | 1.23% |
| 17 | NEXMETALS MINING CORP. | $8.6M | 3513500 | 0.83% |
| 18 | TSAKOS ENERGY NAVIGATION LTD | $7.5M | 190977 | 0.73% |
| 19 | MCEWEN INC. | $2.3M | 113000 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.