Fund HoldingsCoreCommodity Management, LLC

Total Portfolio Value
$543.19M
Total Bought
$373.81M
Total Sold
$89.91M
Net Transaction
+$283.89M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FINANCIAL INVS TR
CORE NAT RES ETF
011,554,389+11,554,3890295,79254.45%+295,792
SM ENERGY CO(SM)5,216123,414+118,1982254,9330.91%+4,707
NUTRIEN LTD(NTR)22,991109,207+86,2161,1705,2490.97%+4,078
SHOALS TECHNOLOGIES GROUP IN(SHLS)0713,028+713,02804,0000.74%+4,000
CAL MAINE FOODS INC(CALM)059,627+59,62704,4620.82%+4,462
MOSAIC CO NEW(MOS)20,157147,064+126,9075833,9380.73%+3,356
OCCIDENTAL PETE CORP(OXY)5,29771,468+66,1713343,6830.68%+3,350
HUDBAY MINERALS INC(HBM)0541,174+541,17404,9800.92%+4,980
FLUENCE ENERGY INC(FLNC)0129,759+129,75902,9470.54%+2,947
SOUTHERN COPPER CORP(SCCO)1,97025,887+23,9172122,9940.55%+2,782
VERALTO CORP(VLTO)023,694+23,69402,6500.49%+2,650
MAGNOLIA OIL & GAS CORP(MGY)0112,097+112,09702,7370.50%+2,737
DEVON ENERGY CORP NEW(DVN)68,239140,088+71,8493,2355,4801.01%+2,246
CNH INDL N V
SHS
0643,521+643,52107,1431.32%+7,143
VITAL ENERGY INC072,913+72,91301,9610.36%+1,961
RPC INC(RES)0364,002+364,00202,3150.43%+2,315
FIRST SOLAR INC(FSLR)07,141+7,14101,7810.33%+1,781
SANDRIDGE ENERGY INC0188,891+188,89102,3100.43%+2,310
COTERRA ENERGY INC97,570180,698+83,1282,6024,3280.80%+1,726
GEOPARK LTD21,997244,990+222,9932411,9280.35%+1,687
JINKOSOLAR HLDG CO LTD(JKS)060,919+60,91901,6340.30%+1,634
VERMILION ENERGY INC(VET)0370,112+370,11203,6140.67%+3,614
ELDORADO GOLD CORP NEW(EGO)21,94899,610+77,6623251,7300.32%+1,406
CHEVRON CORP NEW(CVX)1,72411,026+9,3022701,6240.30%+1,354
DAQO NEW ENERGY CORP(DQ)0132,705+132,70502,7030.50%+2,703
PROPETRO HLDG CORP(PUMP)151,373334,859+183,4861,3122,5650.47%+1,253
HELIX ENERGY SOLUTIONS GRP I(HLX)29,595127,996+98,4013531,4210.26%+1,067
CENTURY ALUM CO(CENX)061,354+61,35409960.18%+996
CF INDS HLDGS INC(CF)5,98016,066+10,0864431,3780.25%+935
DNOW INC(DNOW)094,107+94,10701,2170.22%+1,217
NABORS INDUSTRIES LTD(NBR)7,81222,623+14,8115561,4590.27%+903
FLEX LNG LTD(FLNG)034,076+34,07608670.16%+867
HIGHPEAK ENERGY INC(HPK)059,220+59,22008220.15%+822
ARCHROCK INC(AROC)039,423+39,42307980.15%+798
COMPASS MINERALS INTL INC(CMP)32,36583,107+50,7423349990.18%+665
CHAMPIONX CORPORATION70,79499,936+29,1422,3513,0130.55%+662
GREEN PLAINS INC(GPRE)043,814+43,81405930.11%+593
COMPANHIA DE SANEAMENTO BASI(SBS)084,509+84,50901,3980.26%+1,398
MURPHY OIL CORP(MUR)145,357193,343+47,9865,9956,5231.20%+529
BEYOND MEAT INC074,624+74,62405060.09%+506
HALLIBURTON CO(HAL)69,23197,202+27,9712,3392,8240.52%+485
PATTERSON-UTI ENERGY INC(PTEN)0337,575+337,57502,5820.48%+2,582
NOBLE CORP PLC(NE)43,96967,319+23,3501,9632,4330.45%+470
B2GOLD CORP(BTG)1,817,4521,735,315-82,1374,8985,3510.99%+453
CENOVUS ENERGY INC(CVE)183,500242,082+58,5823,6044,0510.75%+447
VAALCO ENERGY INC84,485166,002+81,5175309530.18%+423
CRESCENT ENERGY COMPANY(CRGY)110,664156,365+45,7011,3111,7120.32%+401
RAYONIER INC(RYN)012,410+12,41003990.07%+399
HORMEL FOODS CORP(HRL)131,813139,301+7,4884,0194,4160.81%+397
CANADIAN SOLAR INC(CSIQ)021,772+21,77203650.07%+365
NATIONAL FUEL GAS CO(NFG)05,992+5,99203630.07%+363
COMPANIA DE MINAS BUENAVENTU(BVN)75,174117,145+41,9711,2741,6210.30%+347
NOV INC(NOV)54,25381,465+27,2121,0311,3010.24%+270
INGREDION INC(INGR)046,055+46,05506,3291.17%+6,329
VEREN INC039,718+39,71802450.05%+245
TIDEWATER INC NEW(TDW)2,6876,860+4,1732564920.09%+237
DOLE PLC(DOLE)014,516+14,51602360.04%+236
HESS CORP2,2193,996+1,7773275430.10%+215
BHP GROUP LTD4,6717,327+2,6562674550.08%+188
TALOS ENERGY INC(TALO)033,587+33,58703480.06%+348
CALIFORNIA WTR SVC GROUP(CWT)36,60135,316-1,2851,7751,9150.35%+140
DEERE & CO(DE)013,816+13,81605,7661.06%+5,766
FMC CORP(FMC)065,359+65,35904,3100.79%+4,310
OCEANEERING INTL INC(OII)56,11357,129+1,0161,3281,4210.26%+93
OSISKO GOLD ROYALTIES LTD38,16635,082-3,0845956490.12%+55
ARCELORMITTAL SA LUXEMBOURG(MT)17,48316,655-8284014370.08%+36
ALCOA CORP(AA)74,81377,844+3,0312,9763,0030.55%+27
ENERFLEX LTD(EFXT)34,60034,60001872060.04%+20
CORTEVA INC(CTVA)078,541+78,54104,6170.85%+4,617
EXXON MOBIL CORP3,6923,545-1474254160.08%-9
RAMACO RES INC020,512+20,51202400.04%+240
ALBEMARLE CORP(ALB)5,4835,345-1385245060.09%-18
SELECT WATER SOLUTIONS INC(WTTR)105,57399,316-6,2571,1301,1050.20%-24
MATADOR RES CO(MTDR)49,59559,088+9,4932,9562,9200.54%-36
NEXGEN ENERGY LTD(NXE)107,500108,498+9987487080.13%-41
CLEVELAND-CLIFFS INC NEW(CLF)18,47617,840-6362842280.04%-57
ICL GROUP LTD(ICL)0225,600+225,60009590.18%+959
DIAMONDBACK ENERGY INC(FANG)1,7121,620-923432790.05%-63
PETROLEO BRASILEIRO SA PETRO(PBR)80,82176,480-4,3411,1711,1020.20%-69
NEWMONT CORP(NEM)16,92611,785-5,1417096300.12%-79
SUNCOKE ENERGY INC67,24564,979-2,2666595640.10%-95
ARCHER DANIELS MIDLAND CO094,619+94,61905,6531.04%+5,653
ENPHASE ENERGY INC(ENPH)5,5653,828-1,7375554330.08%-122
GERDAU SA(GGB)44,3530-44,3531460-146
CENTERRA GOLD INC(CGAU)349,800306,896-42,9042,3512,2050.41%-147
COMSTOCK RES INC(CRK)15,0820-15,0821570-157
CIVITAS RESOURCES INC33,81342,575+8,7622,3332,1570.40%-176
FRANCO NEV CORP(FNV)03,761+3,76104670.09%+467
STEEL DYNAMICS INC(STLD)4,8113,283-1,5286234140.08%-209
RANGE RES CORP(RRC)10,1334,153-5,9803401280.02%-212
TRANSOCEAN LTD(RIG)77,93741,050-36,8874171740.03%-242
PERMIAN RESOURCES CORP(PR)42,53830,355-12,1836874130.08%-274
BAKER HUGHES COMPANY(BKR)58,90149,184-9,7172,0721,7780.33%-294
RYERSON HLDG CORP(RYZ)000000
LIBERTY ENERGY INC(LBRT)143,133138,947-4,1862,9902,6520.49%-338
EXPRO GROUP HOLDINGS NV68,16170,440+2,2791,5621,2090.22%-353
EQT CORP(EQT)000000
AGCO CORP042,584+42,58404,1670.77%+4,167
BAYTEX ENERGY CORP(BTE)0277,732+277,73208300.15%+830
BROOKFIELD RENEWABLE CORP(BEPC)17,1390-17,1394860-486
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