| CCOMPASS MINERALS INTL INCMP |
| 19.53% | 25.59% | $104.3M | 3.4M | $112.7M | 4.8M | -1.5M-30.55% | Reduce |
 RANGE RES CORPRRC |
| 10.47% | 10.08% | $55.9M | 1.5M | $44.4M | 982,031 | +522,319+53.19% | Add |
 LINDE PLCLIN |
| 9.47% | 12.38% | $50.6M | 97,484 | $54.5M | 109,958 | -12,474-11.34% | Reduce |
 ANTERO RESOURCES CORPAR |
| 9.01% | 8.14% | $48.1M | 1.4M | $35.8M | 844,266 | +525,037+62.19% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 7.82% | 9.71% | $41.8M | 1.1M | $42.8M | 1.1M | +6,006+0.53% | Add |
 IVANHOE ELECTRIC INCIE |
| 7.55% | 8.18% | $40.3M | 4.2M | $36.0M | 3.0M | +1.1M+37.62% | Add |
 WEST FRASER TIMBER CO LTDWFG |
| 7.41% | 5.4% | $39.6M | 412,177 | $23.8M | 261,199 | +150,978+57.80% | Add |
 MOSAIC COMOS |
| 4.71% | — | $25.2M | 1.2M | $0 | 0 | +1.2M | New Buy |
| EENERGY VAULT HOLDINGS INCNRGV |
| 3.94% | 3.33% | $21.0M | 4.5M | $14.7M | 4.4M | +24,058+0.54% | Add |
 NUTRIEN LTDNTR |
| 3.4% | 2.3% | $18.2M | 288,350 | $10.1M | 133,973 | +154,377+115.23% | Add |
 WILLIAMS COS INCWMB |
| 3% | 3.73% | $16.1M | 215,914 | $16.4M | 225,779 | -9,865-4.37% | Reduce |
 MURPHY OIL CORPMUR |
| 2.97% | — | $15.9M | 486,854 | $0 | 0 | +486,854 | New Buy |
 HUBBELL INCHUBB |
| 2.68% | 1.33% | $14.3M | 27,328 | $5.9M | 11,960 | +15,368+128.49% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 2.5% | 1.02% | $13.3M | 23,147 | $4.5M | 7,620 | +15,527+203.77% | Add |
 CAMECO CORPCCJ |
| 1.98% | 2.5% | $10.6M | 73,227 | $11.0M | 72,835 | +392+0.54% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 1.8% | 2.05% | $9.6M | 38,795 | $9.0M | 32,360 | +6,435+19.89% | Add |
| MMETALS ACQUISITION CORP II |
| 1.67% | 2.01% | $8.9M | 879,729 | $8.8M | 875,000 | +4,729+0.54% | Add |
| MMETALS ACQUISITION CORP II |
| 0.06% | — | $344,401 | 313,092 | $0 | 0 | +313,092 | New Buy |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.05% | 0.85% | $277,280 | 3,745 | $3.8M | 46,427 | -42,682-91.93% | Reduce |
