| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Range Res Corp RRC | $37.19 | — | $245M | 14.98% | 6.58M 4.19M | +57% +2.39M 股 |
| 2 | Seabridge Gold Inc SA | $25.74 | — | $194M | 11.91% | 7.55M | 新建仓 |
| 3 | Expand Energy Corporation EXE | $91.19 | — | $157M | 9.63% | 1.72M 814K | +111.83% +910K 股 |
| 4 | Kt Corp KT | $17.28 | — | $156M | 9.57% | 9.04M 5.32M | +69.94% +3.72M 股 |
| 5 | Nutrien Ltd NTR | $62.95 | — | $138M | 8.43% | 2.19M 1.42M | +53.49% +762K 股 |
| 6 | Weyerhaeuser Co WY | $23.94 | — | $90M | 5.51% | 3.76M 1.90M | +97.34% +1.85M 股 |
| 7 | Concentrix Corp CNXC | $22.41 | — | $71M | 4.36% | 3.18M 1.63M | +95.15% +1.55M 股 |
| 8 | Rayonier Inc RYN | $21.28 | — | $70M | 4.26% | 3.27M 2.19M | +49.49% +1.08M 股 |
| 9 | Northern Dynasty Minerals Lt NAK | $1.92 | — | $62M | 3.79% | 32.18M 32.66M | -1.46% -477K 股 |
| 10 | Cresud S A C I F Y A CRESY | $11.21 | — | $53M | 3.27% | 4.77M 4.42M | +7.97% +352K 股 |
| 11 | Nice Ltd NICE | $90.85 | — | $51M | 3.13% | 563K 251K | +124.35% +312K 股 |
| 12 | Franklin Resources Inc BEN | $33.27 | — | $44M | 2.69% | 1.32M 3.52M | -62.51% -2.20M 股 |
| 13 | Royal Gold Inc RGLD | $199.61 | — | $43M | 2.63% | 215K 86K | +149.52% +129K 股 |
| 14 | Centene Corp Del CNC | $64.19 | — | $42M | 2.54% | 647K 2.52M | -74.31% -1.87M 股 |
| 15 | Novagold Resources Inc NG | $5.97 | — | $41M | 2.52% | 6.90M 6.51M | +5.93% +386K 股 |
| 16 | International Tower Hill Min THM | $1.99 | — | $37M | 2.29% | 18.77M 17.65M | +6.33% +1.12M 股 |
| 17 | Epam Sys Inc EPAM | $79.35 | — | $32M | 1.96% | 403K | 新建仓 |
| 18 | Comcast Corp New CMCSA | $24.55 | — | $31M | 1.92% | 1.28M 649K | +96.88% +629K 股 |
| 19 | Vista Gold Corp VGZ | $1.91 | — | $27M | 1.64% | 14.05M 13.85M | +1.42% +197K 股 |
| 20 | Mosaic Co MOS | $21.19 | — | $24M | 1.45% | 1.12M | 新建仓 |
| 21 | Ivanhoe Electric Inc IE | $9.61 | — | $10M | 0.61% | 1.03M 1.78M | -42.05% -750K 股 |
| 22 | Barrick Mng Corp GOLD | $36.73 | — | $5M | 0.3% | 134K 560K | -75.99% -426K 股 |
| 23 | Newmont Corp NEMCL | $93.4 | — | $5M | 0.29% | 50K 761 | >+999% +50K 股 |
| 24 | Korea Elec Pwr Corp KEP | $12.1 | — | $3M | 0.15% | 207K 207K | — |
| 25 | Irsa Inversiones Y Rep S A IRS | $15.44 | — | $1M | 0.08% | 85K 85K | — |
| 26 | Platinum Group Metals Ltd PLG | $1.35 | — | $1M | 0.03% | 407K 359K | +13.5% +48K 股 |
| 27 | Autozone Inc AZOPut | $652 | — | $0M | 0.02% | 400 400 | — |
| 28 | Amgen Inc AMGNPut | $9.05 | — | $0M | 0% | 4K 4K | — |
| 29 | Apple Inc AAPLPut | $6.8 | — | $0M | 0% | 5K 5K | — |
| 30 | Abbvie Inc ABBVPut | $7.3 | — | $0M | 0% | 5K 5K | — |