 MOSAIC COMOS |
| 13.74% | — | $13.3M | 630,000 | $0 | 0 | +630,000 | New Buy |
| SSPROTT FDS TRURNM |
| 11.88% | 1.79% | $11.5M | 219,471 | $4.4M | 69,471 | +150,000+215.92% | Add |
| GGLOBAL X URANIUM ETFURA |
| 11.69% | — | $11.4M | 260,000 | $0 | 0 | +260,000 | New Buy |
 EXXON MOBIL CORPXOM |
| 8.72% | 26.84% | $8.5M | 62,000 | $65.7M | 387,000 | -325,000-83.98% | Reduce |
| DDENISON MINES CORPDNN |
| 8.5% | 1.52% | $8.3M | 2.7M | $3.7M | 1.1M | +1.7M+157.14% | Add |
 WEYERHAEUSER COWY |
| 7.14% | 3% | $6.9M | 290,000 | $7.3M | 300,000 | -10,000-3.33% | Reduce |
| UUR-ENERGY INC COMURG |
| 6.96% | 3.81% | $6.8M | 5.0M | $9.3M | 6.3M | -1.3M-20.45% | Reduce |
 WEST FRASER TIMBER CO LTDWFG |
| 5.92% | — | $5.8M | 85,000 | $0 | 0 | +85,000 | New Buy |
| TTRANSOCEAN LTDRIG |
| 5.41% | 3.59% | $5.3M | 1.1M | $8.8M | 1.3M | -249,800-18.85% | Reduce |
| CCENOVUS ENERGY INC COMCVE |
| 4.6% | 4.88% | $4.5M | 180,000 | $11.9M | 450,000 | -270,000-60.00% | Reduce |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 4.33% | 6.06% | $4.2M | 47,500 | $14.8M | 194,500 | -147,000-75.58% | Reduce |
| TTIDEWATER INC NEWTDW |
| 3.09% | — | $3.0M | 45,000 | $0 | 0 | +45,000 | New Buy |
 OCCIDENTAL PETE CORPOXY |
| 2.5% | — | $2.4M | 50,000 | $0 | 0 | +50,000 | New Buy |
| FFERMI INCFRMI |
| 2.36% | — | $2.3M | 250,000 | $0 | 0 | +250,000 | New Buy |
| UURANIUM RTY CORP |
| 2.29% | — | $2.2M | 799,557 | $0 | 0 | +799,557 | New Buy |
| SSOLV ENERGY INCMWH |
| 0.88% | — | $851,250 | 25,000 | $0 | 0 | +25,000 | New Buy |
