| SSKEENA RES LTD NEWSKE |
| 33.68% | 37.76% | $73.9M | 2.8M | $82.6M | 2.8M | 00.00% | Unchanged |
 SOLARIS RES INCSLSR |
| 10.31% | 10.58% | $22.6M | 2.7M | $23.2M | 2.7M | 00.00% | Unchanged |
| DDAKOTA GOLD CORPDC |
| 8.12% | 9.65% | $17.8M | 4.2M | $21.1M | 4.2M | 00.00% | Unchanged |
| VVERSAMET ROYALTIES CORPVMET |
| 5.76% | — | $12.6M | 1.0M | $0 | 0 | +1.0M | New Buy |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 4.59% | 4.71% | $10.1M | 135,933 | $10.3M | 127,379 | +8,554+6.72% | Add |
 CAMECO CORPCCJ |
| 3.63% | 1.56% | $8.0M | 78,252 | $3.4M | 31,378 | +46,874+149.38% | Add |
| CCENTERRA GOLD INCCGAU |
| 3.56% | — | $7.8M | 492,816 | $0 | 0 | +492,816 | New Buy |
 TECK RESOURCES LTDTECK |
| 3.05% | — | $6.7M | 112,539 | $0 | 0 | +112,539 | New Buy |
| SSILVERCORP METALS INCSVM |
| 2.57% | 3.25% | $5.6M | 557,663 | $7.1M | 661,970 | -104,307-15.76% | Reduce |
| PPRECISION DRILLING CORPPDS |
| 2.19% | — | $4.8M | 62,689 | $0 | 0 | +62,689 | New Buy |
 FLUOR CORPFLR |
| 2.18% | — | $4.8M | 91,333 | $0 | 0 | +91,333 | New Buy |
| MMETHANEX CORPMEOH |
| 2.03% | 2.51% | $4.5M | 96,548 | $5.5M | 92,107 | +4,441+4.82% | Add |
 CF INDS HLDGS INCCF |
| 2.01% | — | $4.4M | 40,695 | $0 | 0 | +40,695 | New Buy |
| EELDORADO GOLD CORP NEWEGO |
| 2% | — | $4.4M | 141,112 | $0 | 0 | +141,112 | New Buy |
| DDENISON MINES CORPDNN |
| 1.96% | — | $4.3M | 1.4M | $0 | 0 | +1.4M | New Buy |
| OOCEANAGOLD CORP COM NEWOGC |
| 1.9% | — | $4.2M | 166,563 | $0 | 0 | +166,563 | New Buy |
 FREEPORT MCMORAN INCFCX |
| 1.86% | 1.74% | $4.1M | 64,765 | $3.8M | 64,893 | -128-0.20% | Reduce |
| HHUDBAY MINERALS INCHBM |
| 1.84% | — | $4.0M | 170,937 | $0 | 0 | +170,937 | New Buy |
 CENTURY ALUM COCENX |
| 1.76% | 1.85% | $3.9M | 83,768 | $4.0M | 68,837 | +14,931+21.69% | Add |
| LLITHIUM ARGENTINA AGLAR |
| 1.5% | 0.68% | $3.3M | 396,732 | $1.5M | 221,317 | +175,415+79.26% | Add |
 MOSAIC COMOS |
| 0.94% | — | $2.1M | 97,820 | $0 | 0 | +97,820 | New Buy |
 FRANCO NEV CORPFNV |
| 0.89% | 1.68% | $2.0M | 9,377 | $3.7M | 14,833 | -5,456-36.78% | Reduce |
 STEEL DYNAMICS INCSTLD |
| 0.89% | 2.17% | $1.9M | 8,485 | $4.7M | 26,350 | -17,865-67.80% | Reduce |
 NEXGEN ENERGY LTDNXE |
| 0.8% | — | $1.8M | 187,926 | $0 | 0 | +187,926 | New Buy |
