 FREEPORT MCMORAN INCFCX |
| 13.35% | 9.53% | $72.7M | 1.2M | $27.0M | 458,532 | +697,776+152.18% | Add |
 ECOLAB INCECL |
| 10.42% | — | $56.8M | 203,750 | $0 | 0 | +203,750 | New Buy |
 NUTRIEN LTDNTR |
| 9.8% | 7.33% | $53.4M | 848,248 | $20.7M | 274,543 | +573,705+208.97% | Add |
 SLB LIMITEDSLB |
| 8.9% | 8.63% | $48.5M | 1.0M | $24.4M | 475,000 | +568,077+119.60% | Add |
 LINDE PLCLIN |
| 8.59% | — | $46.8M | 90,227 | $0 | 0 | +90,227 | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 8.55% | 8.67% | $46.6M | 1.1M | $24.5M | 487,349 | +640,673+131.46% | Add |
 TECK RESOURCES LTDTECK |
| 8.23% | 7.72% | $44.8M | 753,980 | $21.8M | 421,602 | +332,378+78.84% | Add |
 PPG INDS INCPPG |
| 7.64% | — | $41.6M | 343,338 | $0 | 0 | +343,338 | New Buy |
 AGNICO EAGLE MINES LTDAEM |
| 7.26% | 10.13% | $39.6M | 255,001 | $28.6M | 141,052 | +113,949+80.79% | Add |
 CHEVRON CORPORATIONCVX |
| 5.01% | 10.99% | $27.3M | 164,672 | $31.1M | 150,166 | +14,506+9.66% | Add |
 ALCOA CORPAA |
| 3.69% | 11.23% | $20.1M | 385,711 | $31.7M | 478,526 | -92,815-19.40% | Reduce |
 DIAMONDBACK ENERGY INCFANG |
| 3.53% | 5.25% | $19.3M | 109,544 | $14.8M | 75,070 | +34,474+45.92% | Add |
 DUPONT DE NEMOURS INCDD |
| 1.73% | 3.68% | $9.4M | 69,525 | $10.4M | 226,912 | -157,387-69.36% | Reduce |
 CAMECO CORPCCJ |
| 1.39% | 3.72% | $7.6M | 74,261 | $10.5M | 96,896 | -22,635-23.36% | Reduce |
 CENTURY ALUM COCENX |
| 1.37% | 5.84% | $7.5M | 162,274 | $16.5M | 281,092 | -118,818-42.27% | Reduce |
 NEXGEN ENERGY LTDNXE |
| 0.53% | 1.84% | $2.9M | 307,100 | $5.2M | 447,407 | -140,307-31.36% | Reduce |
