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CIK 0001847739 • 7 13F filings • May 15, 2025 – Aug 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $16.1M | 1.7%Prev: 1.9% | 95,186 SH | Increased |
| B2GOLD CORP | COM | $50.8M | 5.3% | 11,265,300 SH | New |
| CADELER A S | SPON ADR | $11.6M | 1.2%Prev: 1.5% | 624,400 SH | Decreased |
| CENOVUS ENERGY INC | COM | $18.6M | 1.9%Prev: 2.2% | 1,100,000 SH | Decreased |
| CHORD ENERGY CORPORATION | COM NEW | $46.9M | 4.9%Prev: 6.3% | 505,536 SH | Decreased-25,755 SH |
| CORE NATURAL RESOURCES INC | COM SHS | $17.8M | 1.9%Prev: 2.0% | 201,663 SH | Increased |
| ELEMENTAL RTY CORP | COM NEW | $11.6M | 1.2% | 686,246 SH | New |
| ENDEAVOUR SILVER CORP | COM | $42.3M | 4.4%Prev: 2.8% | 4,503,543 SH | Increased+1,503,543 SH |
| I-80 GOLD CORP | *W EXP 11/16/202 | $38.0M | 4.0%Prev: 2.2% | 41,339,999 SH | Increased+493,500 SH |
| I-80 GOLD CORP | COM | $117.2M | 12.2%Prev: 9.2% | 80,241,558 SH | Increased+141,558 SH |
| MCEWEN INC. | COM NEW | $2.1M | 0.2%Prev: 0.2% | 113,000 SH | Increased |
| NEW GOLD INC CDA | COM | $239.0M | 24.9%Prev: 25.8% | 27,437,020 SH | Increased-2,602,898 SH |
| NEXMETALS MINING CORP. | COM NEW | $13.7M | 1.4% | 3,513,500 SH | New |
| OSISKO DEVELOPMENT CORP | COM NEW | $80.7M | 8.4%Prev: 8.9% | 23,112,036 SH | Increased+1,147,192 SH |
| RAYONIER ADVANCED MATLS INC | COM | $37.5M | 3.9%Prev: 5.5% | 6,358,877 SH | Decreased+2,747 SH |
| SEADRILL LTD | COM | $44.3M | 4.6%Prev: 4.6% | 1,279,968 SH | Increased |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $74.7M | 7.8%Prev: 6.7% | 5,244,469 SH | Increased+279,540 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $17.9M | 1.9% | 163,479 SH | New |
| TIDEWATER INC NEW | COM | $14.4M | 1.5%Prev: 1.8% | 285,900 SH | Decreased |
| TSAKOS ENERGY NAVIGATION LTD | SHS | $4.3M | 0.4%Prev: 0.5% | 190,977 SH | Increased |
| VALARIS LTD | CL A | $58.4M | 6.1%Prev: 6.8% | 1,158,651 SH | Increased |
| 13F-HR/A |
| 0001847739-26-000004 |
| $87.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005244 | $694.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001847739-26-000002 | $1.03B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003222 | $668.8M | View |