| KKOSMOS ENERGY LTDKOS |
| 20.54% | 23.42% | $43.6M | 20.7M | $57.5M | 20.7M | 00.00% | Unchanged |
| GGRAN TIERRA ENERGY INCGTE |
| 18.78% | 23.33% | $39.9M | 6.4M | $57.2M | 6.4M | 00.00% | Unchanged |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 15.29% | 8.8% | $32.5M | 714,200 | $21.6M | 467,000 | +247,200+52.93% | Add |
| BB2GOLD CORPBTG |
| 10.62% | — | $22.6M | 6.0M | $0 | 0 | +6.0M | New Buy |
 VISTA ENERGY S.A.B. DE C.V.VIST |
| 10.17% | 9.28% | $21.6M | 338,667 | $22.8M | 301,667 | +37,000+12.27% | Add |
| GGALIANO GOLD INCGAU |
| 8.22% | 9.54% | $17.5M | 9.4M | $23.4M | 9.4M | 00.00% | Unchanged |
| SSPROTT PHYSICAL SILVER ESLVR |
| 4.89% | 3.82% | $10.4M | 550,500 | $9.4M | 384,500 | +166,000+43.17% | Add |
 VIZSLA SILVER CORPVZLA |
| 3.48% | 3.04% | $7.4M | 2.3M | $7.5M | 2.3M | 00.00% | Unchanged |
| IINTEGRA RES CORPITRG |
| 2.52% | 2.65% | $5.4M | 2.4M | $6.5M | 2.4M | 00.00% | Unchanged |
| PPRECISION DRILLING CORPPDS |
| 2.36% | 2.61% | $5.0M | 65,211 | $6.4M | 65,211 | 00.00% | Unchanged |
| II-80 GOLD CORPIAUX/WS |
| 2.24% | 2.19% | $4.8M | 5.6M | $5.4M | 5.6M | 00.00% | Unchanged |
| NNEW PAC METALS CORPNEWP |
| 0.89% | 11.32% | $1.9M | 470,560 | $27.8M | 6.7M | -6.2M-92.98% | Reduce |
