|
Weyerhaeuser Co.
|
962166104
|
Common Stocks
|
357,571
|
$14,724,774.00
|
6.10 %
|
|
Dreyus Institutional Preferred Government Money Market Fu 0.01 %,
|
26200X100
|
Short-Term Securities
|
12,704,789
|
$12,704,789.00
|
5.26 %
|
|
Newmont Corp.
|
651639106
|
Common Stocks
|
203,752
|
$12,636,699.00
|
5.23 %
|
|
Nutrien Ltd.
|
BDH3SB9
|
Common Stocks
|
153,812
|
$11,566,662.00
|
4.79 %
|
|
Denbury, Inc.
|
24790A101
|
Common Stocks
|
137,075
|
$10,498,574.00
|
4.35 %
|
|
Wheaton Precious Metals Corp.
|
962879102
|
Common Stocks
|
239,993
|
$10,302,899.00
|
4.27 %
|
|
Valero Energy Corp.
|
91913Y100
|
Common Stocks
|
130,197
|
$9,779,097.00
|
4.05 %
|
|
Arcosa, Inc.
|
039653100
|
Common Stocks
|
180,046
|
$9,488,424.00
|
3.93 %
|
|
Enviva Partners L.P.
|
29414J107
|
Common Stocks
|
134,270
|
$9,455,293.00
|
3.91 %
|
|
Schlumberger Ltd.
|
806857108
|
Common Stocks
|
305,359
|
$9,145,502.00
|
3.79 %
|
|
CF Industries Holdings, Inc.
|
125269100
|
Common Stocks
|
125,598
|
$8,889,826.00
|
3.68 %
|
|
Chesapeake Energy Corp.
|
165167735
|
Common Stocks
|
134,816
|
$8,698,328.00
|
3.60 %
|
|
Equitable Resources, Inc.
|
26884L109
|
Common Stocks
|
391,784
|
$8,544,809.00
|
3.54 %
|
|
BHP Group Ltd.
|
6144690
|
Common Stocks
|
281,965
|
$8,513,436.00
|
3.52 %
|
|
State Street Institutional U.S. Government Money Market Fund - Premier Class, 0.025%, 2-1-22 0.03 %,
|
857492706
|
N/A
|
8,086,954
|
$8,086,954.00
|
3.35 %
|
|
Chevron Corp.
|
166764100
|
Common Stocks
|
64,187
|
$7,532,344.00
|
3.12 %
|
|
Anglo American plc
|
B1XZS82
|
Common Stocks
|
181,652
|
$7,415,572.00
|
3.07 %
|
|
Kimbell Royalty Partners L.P.
|
49435R102
|
Common Stocks
|
536,763
|
$7,316,080.00
|
3.03 %
|
|
Air Products and Chemicals, Inc.
|
009158106
|
Common Stocks
|
23,083
|
$7,023,234.00
|
2.91 %
|
|
Equinor ASA ADR
|
BF4K3J0
|
Common Stocks
|
258,290
|
$6,800,776.00
|
2.82 %
|
|
Bunge Ltd.
|
G16962105
|
Common Stocks
|
71,974
|
$6,719,493.00
|
2.78 %
|
|
HudBay Minerals, Inc.
|
B05BQ98
|
Common Stocks
|
726,695
|
$5,268,539.00
|
2.18 %
|
|
Archaea Energy, Inc., Class A
|
03940F103
|
Common Stocks
|
278,580
|
$5,092,442.00
|
2.11 %
|
|
Louisiana-Pacific Corp.
|
546347105
|
Common Stocks
|
63,088
|
$4,942,945.00
|
2.05 %
|
|
EOG Resources, Inc.
|
26875P101
|
Common Stocks
|
53,707
|
$4,770,793.00
|
1.97 %
|
|
Li-Cycle Holdings Corp.
|
BKP4ZD4
|
Common Stocks
|
470,973
|
$4,690,891.00
|
1.94 %
|
|
Archer Daniels Midland Co.
|
039483102
|
Common Stocks
|
68,172
|
$4,607,745.00
|
1.91 %
|
|
West Fraser Timber Co. Ltd.
|
2951098
|
Common Stocks
|
48,237
|
$4,601,954.00
|
1.91 %
|
|
Sprott Physical Uranium Trust
|
BNZKG52
|
Common Stocks
|
352,689
|
$3,883,915.00
|
1.61 %
|
|
Valaris Ltd.
|
BMY0YX0
|
Common Stocks
|
105,821
|
$3,809,556.00
|
1.58 %
|
|
Sunrun, Inc.
|
86771W105
|
Common Stocks
|
101,045
|
$3,465,844.00
|
1.43 %
|
|
Darling International, Inc.
|
237266101
|
Common Stocks
|
46,265
|
$3,205,702.00
|
1.33 %
|
|
Steel Dynamics, Inc.
|
858119100
|
Common Stocks
|
46,932
|
$2,913,069.00
|
1.21 %
|
|
Pan American Silver Corp.
|
2669272
|
Common Stocks
|
114,650
|
$2,860,472.00
|
1.18 %
|
|
Black Stone Minerals L.P.
|
09225M101
|
Common Stocks
|
218,577
|
$2,257,900.00
|
0.93 %
|
|
Spring Valley Acquisition Corp.
|
BMCFJG5
|
Common Stocks
|
117,782
|
$1,181,353.00
|
0.49 %
|
|
Ardmore Shipping Corp.
|
BCGCR57
|
Common Stocks
|
293,729
|
$992,804.00
|
0.41 %
|
|
Reliance Industries Ltd.
|
6099626
|
Common Stocks
|
16,091
|
$512,619.00
|
0.21 %
|
|
China Metal Recycling (Holdings) Ltd.
|
B54DPL5
|
Common Stocks
|
30,000,000
|
$4.00
|
0.00 %
|