Fund HoldingsCoreCommodity Management, LLC

Total Portfolio Value
$476.46M
Total Bought
$12.80M
Total Sold
$97.57M
Net Transaction
-$84.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MP MATERIALS CORP(MP)029,394+29,39401,4850.31%+1,485
HUDBAY MINERALS INC(HBM)0388,462+388,46207,7181.62%+7,718
CHEVRON CORP NEW(CVX)1,4498,320+6,8712251,2680.27%+1,043
CANADIAN NAT RES LTD(CNQ)042,174+42,17401,4290.30%+1,429
ARCHROCK INC(AROC)034,399+34,39908950.19%+895
ALCOA CORP(AA)126,20194,403-31,7984,1515,0171.05%+866
LIBERTY ENERGY INC(LBRT)330,780262,580-68,2004,0824,8471.02%+765
ELDORADO GOLD CORP NEW(EGO)048,720+48,72001,7500.37%+1,750
DARLING INGREDIENTS INC(DAR)090,106+90,10603,2440.68%+3,244
TYSON FOODS INC(TSN)066,726+66,72603,9110.82%+3,911
OCCIDENTAL PETE CORP(OXY)6,26724,426+18,1592961,0040.21%+708
ENERFLEX LTD(EFXT)59,33583,745+24,4106391,2920.27%+653
FLUENCE ENERGY INC(FLNC)225,590152,692-72,8982,4363,0200.63%+584
GEOPARK LTD078,258+78,25805800.12%+580
TETRA TECHNOLOGIES INC DEL(TTI)061,039+61,03905720.12%+572
PROPETRO HLDG CORP(PUMP)0214,693+214,69302,0420.43%+2,042
NEWMONT CORP(NEM)010,355+10,35501,0350.22%+1,035
ENERGY RECOVERY INC025,151+25,15103390.07%+339
CRESCENT ENERGY COMPANY(CRGY)13,04453,552+40,5081164490.09%+333
NOV INC(NOV)90,02897,521+7,4931,1931,5240.32%+331
FREEPORT-MCMORAN INC(FCX)69,31259,979-9,3332,7183,0460.64%+328
CHORD ENERGY CORPORATION(CHRD)21,66026,190+4,5302,1522,4280.51%+275
CENTERRA GOLD INC(CGAU)215,936179,502-36,4342,3112,5860.54%+275
ENPHASE ENERGY INC(ENPH)12,04320,587+8,5444266600.14%+234
SOCIEDAD QUIMICA Y MINERA DE(SQM)03,097+3,09702130.04%+213
BARRICK MNG CORP(B)04,816+4,81602100.04%+210
CALIFORNIA WTR SVC GROUP(CWT)25,58031,684+6,1041,1741,3730.29%+199
PAN AMERN SILVER CORP(PAAS)30,41926,523-3,8961,1781,3740.29%+196
SLB LIMITED(SLB)46,70646,820+1141,6051,7970.38%+192
ERO COPPER CORP(ERO)57,14847,150-9,9981,1561,3390.28%+182
EXPRO GROUP HOLDINGS NV123,513123,555+421,4671,6490.35%+182
AMPRIUS TECHNOLOGIES INC(AMPX)38,77074,022+35,2524085840.12%+176
CENTURY ALUM CO(CENX)069,384+69,38402,7180.57%+2,718
BAYTEX ENERGY CORP(BTE)01,006,566+1,006,56603,2580.68%+3,258
ALBEMARLE CORP(ALB)3,1232,706-4172533830.08%+130
RIO TINTO PLC(RIO)6,8906,89004555510.12%+97
IAMGOLD CORP(IAG)038,363+38,36306330.13%+633
VALARIS LTD(VAL)19,80320,352+5499661,0260.22%+60
DNOW INC(DNOW)65,79079,765+13,9751,0031,0570.22%+54
COTERRA ENERGY INC073,841+73,84101,9430.41%+1,943
VALE S A22,90322,90302492980.06%+50
BHP GROUP LTD8,8288,82804925330.11%+41
PRECISION DRILLING CORP(PDS)9,1787,718-1,4605165540.12%+38
GERDAU SA(GGB)48,40848,40801501790.04%+29
CORE LABORATORIES INC44,10035,626-8,4745455710.12%+26
CENOVUS ENERGY INC(CVE)025,455+25,45504310.09%+431
DIAMONDBACK ENERGY INC(FANG)1,8491,782-672652680.06%+3
EQUINOR ASA(EQNR)9,5619,56102332260.05%-7
PETROLEO BRASILEIRO SA PETRO(PBR)12,06412,06401531430.03%-10
CLEVELAND-CLIFFS INC NEW(CLF)12,34210,444-1,8981511390.03%-12
PERMIAN RESOURCES CORP(PR)031,101+31,10104360.09%+436
ARRAY TECHNOLOGIES INC037,891+37,89103490.07%+349
DOLE PLC(DOLE)51,53144,085-7,4466936610.14%-32
COMPASS MINERALS INTL INC(CMP)15,77313,145-2,6283032580.05%-45
DAQO NEW ENERGY CORP(DQ)012,283+12,28303620.08%+362
RPC INC(RES)259,667216,889-42,7781,2361,1800.25%-56
TERNIUM SA(TX)24,03920,389-3,6508357790.16%-56
KOSMOS ENERGY LTD(KOS)45,82119,180-26,64176170.00%-59
PATTERSON-UTI ENERGY INC(PTEN)432,201356,461-75,7402,2392,1780.46%-61
GREEN PLAINS INC(GPRE)111,73393,191-18,5429829130.19%-69
B2GOLD CORP(BTG)000000
CIVITAS RESOURCES INC95,494111,870+16,3763,1043,0310.64%-73
AGCO CORP6,3625,768-5946816020.13%-79
VERMILION ENERGY INC(VET)081,687+81,68706800.14%+680
COEUR MNG INC(CDE)20,09416,590-3,5043772960.06%-81
MCEWEN INC.(MUX)47,84739,671-8,1768187340.15%-84
NATIONAL FUEL GAS CO(NFG)3,1192,535-5842882030.04%-85
FORTUNA MNG CORP(FSM)93,88076,897-16,9838417540.16%-87
WEST FRASER TIMBER CO LTD(WFG)035,796+35,79602,1870.46%+2,187
TITAN INTL INC ILL72,77257,189-15,5835504480.09%-102
ICL GROUP LTD(ICL)74,96562,847-12,1184663590.08%-107
SANDRIDGE ENERGY INC000000
FRESH DEL MONTE PRODUCE INC(DMC)23,32019,035-4,2858106780.14%-131
POTLATCHDELTIC CORPORATION22,05519,144-2,9118997620.16%-137
HALLIBURTON CO(HAL)103,64985,189-18,4602,5502,4070.51%-142
H2O AMERICA(HTO)20,02416,958-3,0669758310.17%-144
CALIFORNIA RES CORP(CRC)09,468+9,46804230.09%+423
RAYONIER INC(RYN)28,59826,878-1,7207595820.12%-177
METALLUS INC(MTUS)10,9940-10,9941820-182
NOBLE CORP PLC(NE)010,011+10,01101820.04%+182
SUNCOKE ENERGY INC101,02684,382-16,6448246080.13%-217
ANTERO RESOURCES CORP(AR)6,7180-6,7182250-225
EQT CORP(EQT)4,2790-4,2792330-233
HORMEL FOODS CORP(HRL)043,268+43,26801,0250.22%+1,025
SELECT WATER SOLUTIONS INC(WTTR)124,428103,503-20,9251,3301,0890.23%-241
RENEW ENERGY GLOBAL PLC(RNW)80,32966,605-13,7246193760.08%-242
EXXON MOBIL CORP17,47014,282-3,1881,9701,7190.36%-251
AGNICO EAGLE MINES LTD(AEM)06,588+6,58801,1170.23%+1,117
CAL MAINE FOODS INC(CALM)24,50625,520+1,0142,3062,0310.43%-275
CANADIAN SOLAR INC(CSIQ)73,50828,001-45,5079596660.14%-293
OCEANEERING INTL INC(OII)63,12351,493-11,6301,5641,2370.26%-327
VERALTO CORP(VLTO)37,77236,947-8254,0273,6870.77%-340
HELIX ENERGY SOLUTIONS GRP I(HLX)248,944205,494-43,4501,6331,2880.27%-345
MATADOR RES CO(MTDR)046,465+46,46501,9720.41%+1,972
VIPER ENERGY INC(VNOM)9,4910-9,4913630-363
SUNCOR ENERGY INC NEW(SU)90,60976,739-13,8703,7883,4080.72%-379
TIDEWATER INC NEW(TDW)37,89632,459-5,4372,0211,6400.34%-381
DEERE & CO(DE)02,172+2,17201,0110.21%+1,011
PILGRIMS PRIDE CORP(PPC)042,840+42,84001,6700.35%+1,670
AMERICAN WTR WKS CO INC NEW15,66113,593-2,0682,1801,7740.37%-406
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