Goehring & Rozencwajg Associates, LLC

Company Share, %
Seadrill Limited Seadrill Limited 2.72
Caledonia Mining Corporation Plc Caledonia Mining Corporation Plc 1.22
Trilogy Metals Inc. Trilogy Metals Inc. 0.8
Bonanza Creek Energy, Inc. Bonanza Creek Energy, Inc. 0.21

Category Quantity
Energy 2
Materials 2