# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Goehring & Rozencwajg Associates LLC 1,413,889 0 18,790,584.81 1.1064 0.0888 11/30/2025
2 Capital Research & Management Co. (World Investors) 810,729 810,729 10,774,588.41 0.0012 0.0509 12/31/2025
3 Peregrine Investment Management, Inc. 563,190 563,190 7,484,795.1 5.4268 0.0354 12/31/2025
4 Capital Research & Management Co. (International Investors) 148,053 148,053 1,967,624.37 0.0003 0.0093 12/31/2025
5 AzValor Asset Management SGIIC SA 67,381 -7,877 895,493.49 0.0263 0.0042 12/31/2025
6 INFIBA Vermogensverwaltungs AG (Liechtenstein) 64,564 0 858,055.56 1.6793 0.0041 06/30/2025
7 Causeway Capital Management LLC 54,124 29,127 719,307.96 0.0017 0.0034 02/27/2026
8 Tuttle Capital Management LLC 14,574 -194 193,688.46 0.033 0.0009 02/27/2026
9 GAMMA Investing LLC 10,897 2,986 144,821.13 0.0077 0.0007 12/31/2025
10 RhumbLine Advisers LP 6,850 -1,638 91,036.5 0.0001 0.0004 12/31/2025
11 Capital International Ltd. 6,844 6,844 90,956.76 0 0.0004 12/31/2025
12 Aperio Group LLC 4,728 4,728 62,835.12 0 0.0003 11/30/2025
13 BTG Pactual Gestao E Consultoria De Investimentos Ltda. 3,820 0 50,767.8 0.0031 0.0002 11/30/2025
14 Horizon Kinetics Asset Management LLC 3,214 0 42,714.06 0.0004 0.0002 12/31/2025
15 Kohmann Bosshard Financial Services LLC 613 613 8,146.77 0.0008 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Goehring & Rozencwajg Resources Fund 1,413,889 0 18,790,584.81 2.1841 0.0888 11/30/2025
2 American Funds New World Fund 769,421 769,421 10,225,605.09 0.0147 0.0483 12/31/2025
3 American Funds Developing World Growth & Income Fund 148,053 148,053 1,967,624.37 0.0937 0.0093 12/31/2025
4 Azvalor Managers, FI 67,381 -7,877 895,493.49 0.4808 0.0042 12/31/2025
5 Chatrier Value Fund 64,564 0 858,055.56 5.0184 0.0041 06/30/2025
6 ActivePassive International Equity ETF 54,124 29,127 719,307.96 0.0777 0.0034 02/27/2026
7 American Funds Insurance Series - New World Fund 41,308 41,308 548,983.32 0.0147 0.0026 12/31/2025
8 National Security Emerging Markets Index ETF 14,574 -194 193,688.46 0.5621 0.0009 02/27/2026
9 CIF - Capital Group New World Fund LUX 6,844 6,844 90,956.76 0.0146 0.0004 12/31/2025
10 Aquarius International Fund 4,728 4,728 62,835.12 0.0089 0.0003 11/30/2025
11 Gaf FIM Credito Privado Investimento No Exterior 3,820 0 50,767.8 0.609 0.0002 11/30/2025
12 Kinetics Market Opportunities Portfolio 2,455 0 32,626.95 0.0106 0.0002 12/31/2025
13 Kinetics Global Portfolio 736 0 9,781.44 0.0179 0 12/31/2025
14 Avantis Total Equity Markets ETF 98 98 1,302.42 0.0002 0 02/27/2026
15 Kinetics Spin-off & Corporate Restructuring Fund (The) 22 0 292.38 0.0007 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Capital Research & Management Co. (World Investors) 810,729 810,729 10,774,588.41 0.0012 0.0509 12/31/2025
2 Peregrine Investment Management, Inc. 563,190 563,190 7,484,795.1 5.4268 0.0354 12/31/2025
3 Capital Research & Management Co. (International Investors) 148,053 148,053 1,967,624.37 0.0003 0.0093 12/31/2025
4 Causeway Capital Management LLC 54,124 29,127 719,307.96 0.0017 0.0034 02/27/2026
5 Capital International Ltd. 6,844 6,844 90,956.76 0 0.0004 12/31/2025
6 Aperio Group LLC 4,728 4,728 62,835.12 0 0.0003 11/30/2025
7 GAMMA Investing LLC 10,897 2,986 144,821.13 0.0077 0.0007 12/31/2025
8 Kohmann Bosshard Financial Services LLC 613 613 8,146.77 0.0008 0 12/31/2025
9 ORG Partners LLC 600 600 7,974 0.0014 0 12/31/2025
10 American Century Investment Management, Inc. 98 98 1,302.42 0 0 02/27/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Yousif Capital Management LLC 0 -33,487 0 0 0
2 Hara Capital LLC 0 -28,556 0 0 0
3 Corient IA LLC 0 -12,279 0 0 0
4 AzValor Asset Management SGIIC SA 67,381 -7,877 895,493.49 0.0263 0.0042 12/31/2025
5 MBH Investment Fund Management Private Ltd. Co. 0 -3,872 0 0 0
6 RhumbLine Advisers LP 6,850 -1,638 91,036.5 0.0001 0.0004 12/31/2025
7 FNY Investment Advisers LLC 0 -500 0 0 0
8 Brooklyn Investment Group LLC 0 -340 0 0 0
9 Tuttle Capital Management LLC 14,574 -194 193,688.46 0.033 0.0009 02/27/2026

Data provided by FactSet Research Systems Inc.