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CIK 0001426859 • 6 13F filings • May 9, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABERCROMBIE & FITCH CO | CL A | $2.0M | 0.1% | 26,830 SH | |
| ACADEMY SPORTS & OUTDOORS IN | COM | $3.5M | 0.1% | 76,637 SH | |
| AGNC INVT CORP | COM | $16.1M | 0.6% | 1,685,570 SH | |
| AGNICO EAGLE MINES LTD | COM | $9.9M | 0.4% | 90,897 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $160.1M | 6.2% | 1,210,409 SH | |
| AMAZON COM INC | COM | $248.5M | 9.6% | 1,305,979 SH | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | $2.8M | 0.1% | 45,000 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $48.4M | 1.9% | 1,008,738 SH | |
| ARIS MNG CORP | COM | $26.2M | 1.0% | 5,666,748 SH | |
| AVNET INC | COM | $3.1M | 0.1% | 65,133 SH | |
| B2GOLD CORP | COM | $13.3M | 0.5% | 4,663,540 SH | |
| BANK AMERICA CORP | COM | $92.4M | 3.6% | 2,214,789 SH | |
| BARRICK GOLD CORP | COM | $202.7M | 7.8% | 10,426,795 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $10.4M | 0.4% | 19,480 SH | |
| BLOCK H & R INC | COM | $5.4M | 0.2% | 98,621 SH | |
| BLUE BIRD CORP | COM | $2.6M | 0.1% | 79,018 SH | |
| BORGWARNER INC | COM | $5.1M | 0.2% | 178,152 SH | |
| BP PLC | SPONSORED ADR | $82.4M | 3.2% | 2,439,040 SH | |
| BROOKFIELD CORP | CL A LTD VT SH | $3.0M | 0.1% | 56,500 SH | |
| CACI INTL INC | CL A | $7.9M | 0.3% | 21,658 SH | |
| CENTERRA GOLD INC | COM | $45.0M | 1.7% | 7,089,239 SH | |
| CF INDS HLDGS INC | COM | $35.5M | 1.4% | 454,018 SH | |
| CHAMPIONX CORPORATION | COM | $5.3M | 0.2% | 178,819 SH | |
| CHEESECAKE FACTORY INC | COM | $15.2M | 0.6% | 313,046 SH | |
| CHENIERE ENERGY INC | COM NEW | $9.7M | 0.4% | 41,799 SH | |
| CHEVRON CORP NEW | COM | $1.8M | 0.1% | 11,000 SH | |
| CITIGROUP INC | COM NEW | $233.3M | 9.0% | 3,286,401 SH | |
| COEUR MNG INC | COM NEW | $17.7M | 0.7% | 2,985,354 SH | |
| CORTEVA INC | COM | $39.6M | 1.5% | 629,548 SH | |
| COSTAR GROUP INC | COM | $21.4M | 0.8% | 270,412 SH | |
| COTERRA ENERGY INC | COM | $6.8M | 0.3% | 235,701 SH | |
| COTY INC | COM CL A | $13.2M | 0.5% | 2,405,843 SH | |
| CROCS INC | COM | $2.8M | 0.1% | 26,406 SH | |
| DEERE & CO | COM | $52.8M | 2.0% | 112,511 SH | |
| DORMAN PRODS INC | COM | $4.8M | 0.2% | 39,556 SH | |
| EAST WEST BANCORP INC | COM | $1.0M | 0.0% | 11,200 SH | |
| ELDORADO GOLD CORP NEW | COM | $16.7M | 0.6% | 992,097 SH | |
| ENDAVA PLC | ADS | $2.5M | 0.1% | 130,317 SH | |
| ENERSYS | COM | $5.9M | 0.2% | 64,334 SH | |
| EQUINOX GOLD CORP | COM | $12.2M | 0.5% | 1,776,730 SH | |
| EXELIXIS INC | COM | $4.4M | 0.2% | 120,204 SH | |
| EXXON MOBIL CORP | COM | $29.2M | 1.1% | 245,930 SH | |
| FIDELITY NATL INFORMATION SV | COM | $12.5M | 0.5% | 167,077 SH | |
| FLUOR CORP NEW | COM | $236K | 0.0% | 6,577 SH | |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | $781K | 0.0% | 8,000 SH | |
| FOX CORP | CL A COM | $15.0M | 0.6% | 264,235 SH | |
| GALIANO GOLD INC | COM | $23.3M | 0.9% | 18,943,252 SH | |
| GE AEROSPACE | COM NEW | $19.9M | 0.8% | 99,615 SH | |
| GENERAL MTRS CO | COM | $4.3M | 0.2% | 91,281 SH | |
| GOLDMINING INC | COM | $752K | 0.0% | 901,996 SH | |
| GRIFFON CORP | COM | $2.8M | 0.1% | 39,054 SH | |
| HALOZYME THERAPEUTICS INC | COM | $3.2M | 0.1% | 50,414 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $10.3M | 0.4% | 665,491 SH | |
| INCYTE CORP | COM | $4.8M | 0.2% | 79,313 SH | |
| INTEGRA RES CORP | COM | $4.0M | 0.2% | 3,238,353 SH | |
| JPMORGAN CHASE & CO. | COM | $1.7M | 0.1% | 7,000 SH | |
| KB HOME | COM | $3.8M | 0.1% | 64,544 SH | |
| KINROSS GOLD CORP | COM NO PAR | $45.6M | 1.8% | 3,613,816 SH | |
| KORN FERRY | COM NEW | $6.7M | 0.3% | 99,283 SH | |
| M & T BK CORP | COM | $2.2M | 0.1% | 12,550 SH | |
| MAGNOLIA OIL & GAS CORP | CL A | $6.6M | 0.3% | 260,373 SH | |
| MATTEL INC | COM | $5.4M | 0.2% | 275,609 SH | |
| MAXIMUS INC | COM | $9.7M | 0.4% | 141,566 SH | |
| MERCK & CO INC | COM | $8.1M | 0.3% | 90,727 SH | |
| MOLSON COORS BEVERAGE CO | CL B | $11.5M | 0.4% | 188,711 SH | |
| MOSAIC CO NEW | COM | $37.3M | 1.4% | 1,381,628 SH | |
| NEW GOLD INC CDA | COM | $11.9M | 0.5% | 3,203,070 SH | |
| NEWMONT CORP | COM | $318.5M | 12.3% | 6,596,949 SH | |
| NUTRIEN LTD | COM | $37.4M | 1.4% | 753,298 SH | |
| OSHKOSH CORP | COM | $260K | 0.0% | 2,759 SH | |
| OWENS CORNING NEW | COM | $5.0M | 0.2% | 34,864 SH | |
| PAN AMERN SILVER CORP | COM | $25.3M | 1.0% | 980,044 SH | |
| PATTERSON-UTI ENERGY INC | COM | $4.3M | 0.2% | 520,448 SH | |
| PERMIAN RESOURCES CORP | CLASS A COM | $5.0M | 0.2% | 358,620 SH | |
| PFIZER INC | COM | $55.6M | 2.1% | 2,192,298 SH | |
| PHILIP MORRIS INTL INC | COM | $17.5M | 0.7% | 109,997 SH | |
| PILGRIMS PRIDE CORP | COM | $12.4M | 0.5% | 228,365 SH | |
| PNC FINL SVCS GROUP INC | COM | $15.4M | 0.6% | 87,537 SH | |
| POWELL INDS INC | COM | $2.9M | 0.1% | 16,809 SH | |
| PULTE GROUP INC | COM | $4.3M | 0.2% | 42,245 SH | |
| RYANAIR HOLDINGS PLC | SPONSORED ADS | $56.0M | 2.2% | 1,322,779 SH | |
| SANDSTORM GOLD LTD | COM NEW | $8.3M | 0.3% | 1,102,950 SH | |
| SKEENA RES LTD NEW | COM | $15.5M | 0.6% | 1,534,883 SH | |
| SUNCOR ENERGY INC NEW | COM | $37.7M | 1.5% | 973,447 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $45.3M | 1.7% | 272,911 SH | |
| TAYLOR MORRISON HOME CORP | COM | $4.3M | 0.2% | 71,069 SH | |
| TD SYNNEX CORPORATION | COM | $10.4M | 0.4% | 100,345 SH | |
| TENARIS S A | SPONSORED ADR | $2.3M | 0.1% | 59,349 SH | |
| THE CIGNA GROUP | COM | $63.2M | 2.4% | 192,000 SH | |
| TOLL BROTHERS INC | COM | $4.2M | 0.2% | 39,769 SH | |
| UNITED STATES STL CORP NEW | COM | $44.2M | 1.7% | 1,046,043 SH | |
| UNITED THERAPEUTICS CORP DEL | COM | $4.4M | 0.2% | 14,374 SH | |
| WELLS FARGO CO NEW | COM | $359K | 0.0% | 5,000 SH | |
| WHEATON PRECIOUS METALS CORP | COM | $22.5M | 0.9% | 289,744 SH |
| 13F-HR |
| 0001426859-26-000008 |
| $2.83B |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001426859-25-000007 | $2.26B | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001426859-26-000005 | $2.44B | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001426859-25-000005 | $2.60B | View |