Titelia

Holdings of Global Resources Fund

VanEck Funds · 68 declared positions · as of Mar 31, 2026

Original filing · Net assets 736.9M $ · Ten largest lines: 30.8 % of the equity sleeve

Sector breakdown

  • Energy 26.7 %
  • Materials 24.5 %
  • Consumer staples 3.1 %
  • Consumer discretionary 3.0 %
  • Health care 2.4 %
  • Industrials 2.2 %
  • Utilities 0.5 %
  • Unattributed 37.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 75.1 %
  • CAD 7.5 %
  • GBP 7.2 %
  • EUR 4.1 %
  • ZAR 2.0 %
  • BRL 1.5 %
  • HKD 1.3 %
  • AUD 1.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 48.1 %
  • CA 25.5 %
  • GB 8.5 %
  • FR 4.1 %
  • ZA 3.6 %
  • NL 2.9 %
  • BR 1.5 %
  • HK 1.3 %
  • AU 1.2 %
  • JE 1.1 %
  • LU 1.1 %
  • BE 0.6 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US34354.5M $48.05 %
2CA18188.1M $25.50 %
3GB362.6M $8.49 %
4FR230.6M $4.15 %
5ZA326.5M $3.59 %
6NL121.4M $2.90 %
7BR111M $1.50 %
8HK19.9M $1.35 %
9AU19M $1.23 %
10JE18.2M $1.11 %
11LU17.9M $1.08 %
12BE14.7M $0.64 %

Positions

RankCompanySharesValueWeight
1Exxon Mobil Corp 214,18036.3M $4.93 %
2Glencore PLC 3,201,50024.2M $3.29 %
3TotalEnergies SE 257,70023.7M $3.21 %
4Nutrien Ltd 297,77122.5M $3.05 %
5Invesco Treasury Portfolio 21,813,08521.8M $2.96 %
6JBS NV 1,191,55021.4M $2.90 %
7Anglo American PLC 480,61020.6M $2.80 %
8Agnico Eagle Mines Ltd 98,20619.9M $2.71 %
9Chevron Corp 92,40019.1M $2.59 %
10Newmont Corp 165,85518M $2.44 %
11Kinross Gold Corp 582,40017.8M $2.41 %
12Shell PLC 190,60017.7M $2.41 %
13Barrick Mining Corp 407,74516.6M $2.26 %
14Phillips 66 90,50016.5M $2.24 %
15Suncor Energy Inc 218,70014.5M $1.96 %
16Franco-Nevada Corp 58,10014.4M $1.95 %
17Pan American Silver Corp 246,70013.5M $1.83 %
18Archer-Daniels-Midland Co 184,10013.4M $1.82 %
19Solaris Energy Infrastructure Inc 231,70013.1M $1.78 %
20Ovintiv Inc 219,10013M $1.77 %
21Gold Fields Ltd 264,20012M $1.63 %
22Valero Energy Corp 45,10011.1M $1.51 %
23Suzano SA 1,100,80011M $1.50 %
24EQT Corp 169,00010.8M $1.46 %
25Kirby Corp 80,30010.7M $1.45 %
26Canadian Natural Resources Ltd 204,50010M $1.35 %
27PetroChina Co Ltd 7,245,0009.9M $1.35 %
28Steel Dynamics Inc 54,7009.8M $1.34 %
29Bunge Global SA 75,7009.6M $1.31 %
30Alcoa Corp 144,6009.6M $1.30 %
31ConocoPhillips 71,7419.5M $1.29 %
32Northam Platinum Holdings Ltd 443,4009M $1.23 %
33Lynas Rare Earths Ltd 665,8009M $1.23 %
34Expand Energy Corp 81,6009M $1.22 %
35Corteva Inc 106,6668.9M $1.21 %
36First Quantum Minerals Ltd 372,6008.9M $1.21 %
37Mosaic Co/The 340,5008.7M $1.18 %
38International Paper Co 242,8008.7M $1.18 %
39Diamondback Energy Inc 43,3118.6M $1.16 %
40Freeport-McMoRan Inc 144,6558.5M $1.15 %
41Weyerhaeuser Co 345,4008.4M $1.15 %
42Ormat Technologies Inc 74,7408.4M $1.14 %
43Smurfit Westrock PLC 205,8008.2M $1.11 %
44Yellow Cake PLC 1,023,0008.2M $1.11 %
45Packaging Corp of America 38,6008.2M $1.11 %
46Marathon Petroleum Corp 33,4008.2M $1.11 %
47Alamos Gold Inc 182,3008.1M $1.10 %
48ArcelorMittal SA 152,6007.9M $1.08 %
49Hudbay Minerals Inc 366,1007.7M $1.04 %
50Tyson Foods Inc 111,8007.2M $0.97 %
51Commercial Metals Co 115,9007.1M $0.97 %
52Nexans SA 50,9306.9M $0.94 %
53Capstone Copper Corp 908,0006.8M $0.93 %
54Neo Performance Materials Inc 389,2866.2M $0.83 %
55Cameco Corp 55,9006.1M $0.82 %
56MP Materials Corp 124,8006M $0.82 %
57West Fraser Timber Co Ltd 91,1006M $0.81 %
58Ivanhoe Electric Inc / US 469,3055.5M $0.75 %
59Impala Platinum Holdings Ltd 381,3005.4M $0.74 %
60Titan America SA 316,4004.7M $0.64 %
61Permian Resources Corp 201,0744.3M $0.58 %
62Cenovus Energy Inc 150,2004M $0.54 %
63Vistra Corp 22,9003.4M $0.47 %
64NGEx Minerals Ltd 184,8003.4M $0.46 %
65National Energy Services Reunited Corp 147,1993.2M $0.43 %
66Uranium Energy Corp 228,3003.1M $0.42 %
67Energy Fuels Inc/Canada 111,8002M $0.28 %
68Graphic Packaging Holding Co 187,8001.9M $0.25 %