 RANGE RES CORPRRC |
| 14.94% | 13.21% | $244.6M | 6.6M | $189.2M | 4.2M | +2.4M+57.00% | Add |
| SSEABRIDGE GOLD INCSA |
| 11.88% | — | $194.5M | 7.6M | $0 | 0 | +7.6M | New Buy |
 EXPAND ENERGY CORPORATIONEXE |
| 9.6% | 6.24% | $157.2M | 1.7M | $89.3M | 813,632 | +909,881+111.83% | Add |
 KT CORP SPONSORED ADRKT |
| 9.55% | 7.97% | $156.3M | 9.0M | $114.2M | 5.3M | +3.7M+69.94% | Add |
 NUTRIEN LTDNTR |
| 8.4% | 7.5% | $137.6M | 2.2M | $107.4M | 1.4M | +761,651+53.49% | Add |
 WEYERHAEUSER COWY |
| 5.5% | 3.25% | $90.0M | 3.8M | $46.5M | 1.9M | +1.9M+97.34% | Add |
 CONCENTRIX CORPCNXC |
| 4.35% | 3.11% | $71.2M | 3.2M | $44.5M | 1.6M | +1.5M+95.15% | Add |
 RAYONIER INCRYN |
| 4.25% | 3.15% | $69.6M | 3.3M | $45.1M | 2.2M | +1.1M+49.49% | Add |
| NNORTHERN DYNASTY MINERALS LTNAK |
| 3.77% | 3.19% | $61.8M | 32.2M | $45.7M | 32.7M | -477,454-1.46% | Reduce |
| CCRESUD S A C I F Y ACRESY |
| 3.26% | 3.92% | $53.4M | 4.8M | $56.2M | 4.4M | +352,101+7.97% | Add |
 Nice Ltd ADRNICE |
| 3.12% | 1.93% | $51.1M | 563,013 | $27.7M | 250,948 | +312,065+124.35% | Add |
 FRANKLIN RESOURCES INCBEN |
| 2.68% | 5.81% | $43.9M | 1.3M | $83.2M | 3.5M | -2.2M-62.51% | Reduce |
 ROYAL GOLD INC COMRGLD |
| 2.62% | 1.53% | $42.9M | 214,983 | $21.9M | 86,159 | +128,824+149.52% | Add |
 CENTENE CORP DEL COMCNC |
| 2.54% | 5.75% | $41.5M | 646,716 | $82.4M | 2.5M | -1.9M-74.31% | Reduce |
| NNOVAGOLD RESOURCES INC COM NEWNG |
| 2.52% | 4.08% | $41.2M | 6.9M | $58.5M | 6.5M | +386,345+5.93% | Add |
| IINTERNATIONAL TOWER HILL MINTHM |
| 2.28% | 2.83% | $37.3M | 18.8M | $40.6M | 17.7M | +1.1M+6.33% | Add |
| EEPAM SYS INCEPAM |
| 1.95% | — | $32.0M | 402,809 | $0 | 0 | +402,809 | New Buy |
 COMCAST CORP NEW CL ACMCSA |
| 1.92% | 1.3% | $31.4M | 1.3M | $18.6M | 649,213 | +628,928+96.88% | Add |
| VVISTA GOLD CORPVGZ |
| 1.64% | 1.9% | $26.8M | 14.0M | $27.1M | 13.9M | +197,328+1.42% | Add |
 MOSAIC COMOS |
| 1.45% | — | $23.7M | 1.1M | $0 | 0 | +1.1M | New Buy |
 IVANHOE ELECTRIC INCIE |
| 0.61% | 1.47% | $9.9M | 1.0M | $21.1M | 1.8M | -750,200-42.05% | Reduce |
| BBARRICK MNG CORPGOLD |
| 0.3% | 1.6% | $4.9M | 134,459 | $22.8M | 560,044 | -425,585-75.99% | Reduce |
 NEWMONT CORPNEM |
| 0.29% | 0.01% | $4.7M | 50,328 | $82,378 | 761 | +49,567+6,513.40% | Add |
 KOREA ELEC PWR CORP SPONSORED ADRKEP |
| 0.15% | 0.21% | $2.5M | 207,140 | $3.0M | 207,140 | 00.00% | Unchanged |
 AMGEN INC COMAMGN |
| 0.09% | 0.01% | $1.5M | 4,200 | $75,096 | 4,200 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.09% | 0.01% | $1.4M | 5,000 | $112,500 | 5,000 | 00.00% | Unchanged |
 IRSA INVERSIONES Y REP S AIRS |
| 0.08% | 0.1% | $1.3M | 85,360 | $1.4M | 85,363 | -3-0.00% | Reduce |
 AUTOZONE INCAZO |
| 0.08% | 0.02% | $1.3M | 400 | $222,600 | 400 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.07% | 0.01% | $1.2M | 4,600 | $105,340 | 4,600 | 00.00% | Unchanged |
| PPLATINUM GROUP METALS LTDPLG |
| 0.03% | 0.04% | $549,592 | 407,105 | $634,885 | 358,692 | +48,413+13.50% | Add |
