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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SKEENA RES LTD NEW | $82.6M | 2775640 | 37.76% |
| 2 | SOLARIS RES INC | $23.2M | 2700000 | 10.58% |
| 3 | DAKOTA GOLD CORP | $21.1M | 4181766 | 9.65% |
| 4 | I-80 GOLD CORP | $19.0M | 12537281 | 8.69% |
| 5 | SOCIEDAD QUIMICA Y MINERA DE | $10.3M | 127379 | 4.71% |
| 6 | ANGLOGOLD ASHANTI PLC | $7.9M | 81189 | 3.61% |
| 7 | IAMGOLD CORP | $7.3M | 389851 | 3.35% |
| 8 | SILVERCORP METALS INC | $7.1M | 661970 | 3.25% |
| 9 | METHANEX CORP | $5.5M | 92107 | 2.51% |
| 10 | SSR MINING IN | $4.8M | 161838 | 2.17% |
| 11 | STEEL DYNAMICS INC | $4.7M | 26350 | 2.17% |
| 12 | CENTURY ALUM CO | $4.0M | 68837 | 1.85% |
| 13 | FREEPORT MCMORAN INC | $3.8M | 64893 | 1.74% |
| 14 | FRANCO NEV CORP | $3.7M | 14833 | 1.68% |
| 15 | CAMECO CORP | $3.4M | 31378 | 1.56% |
| 16 | EQUINOX GOLD CORP | $3.1M | 211493 | 1.39% |
| 17 | NEW PAC METALS CORP | $2.6M | 616769 | 1.17% |
| 18 | GRAFTECH INTL LTD SR NT | $1.7M | 245668 | 0.76% |
| 19 | PERPETUA RESOURCES CORP | $1.6M | 56935 | 0.73% |
| 20 | LITHIUM ARGENTINA AG | $1.5M | 221317 | 0.68% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.