| Sprott Focus Trust Inc | 15.536.886 | 148,3 Mio. $ | |
| Coeur Mining Inc | 6.817.492 | 128 Mio. $ | |
| SPDR Series Trust | 878.051 | 80,5 Mio. $ | |
| Exxon Mobil Corp | 250.137 | 42,4 Mio. $ | |
| Royal Gold Inc | 151.097 | 38,5 Mio. $ | |
| Nucor Corp | 206.470 | 34,9 Mio. $ | |
| Helmerich & Payne Inc | 857.408 | 30,9 Mio. $ | |
| CF Industries Holdings Inc | 236.970 | 30,8 Mio. $ | |
| Viper Energy Inc | 640.873 | 30,1 Mio. $ | |
| Federated Hermes Inc | 513.885 | 29,1 Mio. $ | |
| Cal-Maine Foods Inc | 317.780 | 25,2 Mio. $ | |
| Texas Pacific Land Corp | 42.080 | 20 Mio. $ | |
| Newmont Corp | 163.023 | 17,6 Mio. $ | |
| Steel Dynamics Inc | 95.863 | 17,3 Mio. $ | |
| Reliance Inc | 53.307 | 16,2 Mio. $ | |
| Westlake Corp | 132.610 | 15,5 Mio. $ | |
| Artisan Partners Asset Management Inc | 362.095 | 13,2 Mio. $ | |
| Cirrus Logic Inc | 88.000 | 12,7 Mio. $ | |
| Buckle Inc/The | 220.000 | 11,1 Mio. $ | |
| abrdn Platinum ETF Trust | 57.188 | 10,2 Mio. $ | |
| Uranium Energy Corp | 749.241 | 10,1 Mio. $ | |
| Cia de Minas Buenaventura SAA | 267.468 | 9,6 Mio. $ | |
| Thor Industries Inc | 105.000 | 8,4 Mio. $ | |
| MP Materials Corp | 143.952 | 6,9 Mio. $ | |
| Landbridge Co LLC | 98.604 | 6,8 Mio. $ | |
| Dakota Gold Corp | 1.232.916 | 6,2 Mio. $ | |
| FRP Holdings Inc | 284.340 | 6,2 Mio. $ | |
| VanEck Gold Miners ETF/USA | 66.102 | 6,1 Mio. $ | |
| Marcus & Millichap Inc | 210.000 | 5,6 Mio. $ | |
| Vishay Intertechnology Inc | 300.000 | 5,4 Mio. $ | |
| H&R Block Inc | 165.000 | 5,2 Mio. $ | |
| VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 65.400 | 5,2 Mio. $ | |
| Sociedad Quimica y Minera de Chile SA | 61.182 | 5 Mio. $ | |
| Petroleo Brasileiro SA - Petrobras | 229.835 | 4,8 Mio. $ | |
| Gold Fields Ltd | 94.011 | 4,3 Mio. $ | |
| Hecla Mining Co | 216.365 | 4 Mio. $ | |
| Hycroft Mining Holding Corp | 112.052 | 3,9 Mio. $ | |
| Smart Sand Inc | 750.000 | 3,8 Mio. $ | |
| Global X Funds | 42.326 | 3,8 Mio. $ | |
| Cheniere Energy Inc | 12.779 | 3,6 Mio. $ | |
| Albemarle Corp | 19.495 | 3,5 Mio. $ | |
| Freeport-McMoRan Inc | 56.172 | 3,3 Mio. $ | |
| Corteva Inc | 37.226 | 3,1 Mio. $ | |
| ABRDN SILVER ETF TRUST | 41.243 | 3 Mio. $ | |
| iShares Silver Trust | 41.545 | 2,8 Mio. $ | |
| Gentex Corp | 120.000 | 2,6 Mio. $ | |
| Global X Funds | 33.645 | 2,6 Mio. $ | |
| Select Sector Spdr Trust | 36.699 | 2,2 Mio. $ | |
| Adams Natural Resources Fund Inc | 76.742 | 2,1 Mio. $ | |
| VanEck Merk Gold ETF | 44.583 | 2 Mio. $ | |
| Sprott Funds Trust | 31.359 | 2 Mio. $ | |
| Vale SA | 119.752 | 1,9 Mio. $ | |
| Quanta Services Inc | 3.251 | 1,8 Mio. $ | |
| CME Group Inc | 5.862 | 1,7 Mio. $ | |
| Grayscale Bitcoin Trust ETF | 28.795 | 1,5 Mio. $ | |
| Devon Energy Corp | 30.174 | 1,5 Mio. $ | |
| SPDR Gold Shares | 3.370 | 1,5 Mio. $ | |
| Chevron Corp | 6.824 | 1,4 Mio. $ | |
| Contango Silver & Gold Inc | 71.616 | 1,3 Mio. $ | |
| ProShares Trust | 30.800 | 1,3 Mio. $ | |
| ProShares Ultra S&P500 | 24.400 | 1,3 Mio. $ | |
| Apple Inc | 4.811 | 1,2 Mio. $ | |
| BHP Group Ltd | 15.407 | 1,1 Mio. $ | |
| Peabody Energy Corp | 32.005 | 1,1 Mio. $ | |
| iShares Trust | 9.486 | 954.848 $ | |
| Diversified Energy Co | 53.000 | 924.320 $ | |
| Warrior Met Coal Inc | 9.381 | 873.843 $ | |
| Intercontinental Exchange Inc | 5.040 | 792.709 $ | |
| NVIDIA Corp | 4.410 | 769.104 $ | |
| Amazon.com Inc | 3.655 | 761.227 $ | |
| Eagle Materials Inc | 3.804 | 720.627 $ | |
| Occidental Petroleum Corp | 10.885 | 707.525 $ | |
| Tesla Inc | 1.871 | 695.544 $ | |
| SPROTT SLVR MINER & PHY S | 11.100 | 656.901 $ | |
| Sibanye Stillwater Ltd | 52.463 | 646.344 $ | |
| Astera Labs Inc | 5.800 | 635.680 $ | |
| Amplify ETF Trust | 20.526 | 610.033 $ | |
| iShares MSCI Japan ETF | 7.070 | 596.991 $ | |
| VanEck ETF Trust | 1.380 | 557.810 $ | |
| Core Natural Resources Inc | 5.255 | 550.359 $ | |
| Alpha Metallurgical Resources Inc | 2.578 | 529.186 $ | |
| iShares Core U.S. Aggregate Bond ETF | 5.320 | 528.099 $ | |
| Kinder Morgan, Inc. | 15.233 | 510.762 $ | |
| International Flavors & Fragrances Inc | 6.640 | 481.768 $ | |
| NVR Inc | 72 | 474.468 $ | |
| EQT Corp | 7.210 | 458.844 $ | |
| Ring Energy Inc | 285.000 | 436.050 $ | |
| McEwen Inc | 20.957 | 428.447 $ | |
| Equinor ASA | 10.000 | 422.000 $ | |
| Lam Research Corp | 1.800 | 384.588 $ | |
| PROSHARES SHORT S&P500 | 10.000 | 379.300 $ | |
| Antero Midstream Corp | 16.500 | 376.200 $ | |
| iShares Trust | 4.205 | 364.511 $ | |
| iShares MSCI Brazil ETF | 9.350 | 358.947 $ | |
| ConocoPhillips | 2.712 | 357.984 $ | |
| Ingredion Inc | 3.167 | 356.825 $ | |
| SPDR Series Trust | 3.300 | 328.152 $ | |
| CACI International Inc | 596 | 324.147 $ | |
| Rio Tinto PLC | 3.347 | 312.242 $ | |
| EOG Resources Inc | 2.131 | 308.079 $ | |