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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CoreCommodity Management, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001405086-25-000221

Total Value
$607.5M
Positions
140
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (140)

#IssuerTicker / CUSIPSharesValue% of Filing
1FINANCIAL INVS TR31761T88613,330,125$347.8M57.24%
2HUDBAY MINERALS INCHBM851,598$9.0M1.49%
3TECK RESOURCES LTDTCKRF179,627$7.3M1.19%
4MURPHY OIL CORPMUR284,873$6.4M1.06%
5ARRAY TECHNOLOGIES INCARRY1,008,796$6.0M0.98%
6HECLA MNG CO422704106903,253$5.4M0.89%
7CORTEVA INCCTVA68,920$5.1M0.85%
8JINKOSOLAR HLDG CO LTDJKS240,775$5.1M0.84%
9SOUTHERN COPPER CORPSCCO50,216$5.1M0.84%
10DARLING INGREDIENTS INCDAR131,313$5.0M0.82%
11AGNICO EAGLE MINES LTDAEM40,633$4.8M0.80%
12MATADOR RES COMTDR99,271$4.7M0.78%
13DEVON ENERGY CORP NEW25179M103142,615$4.5M0.75%
14CONOCOPHILLIPSCOP49,960$4.5M0.74%
15ALCOA CORPAA141,491$4.2M0.69%
16TYSON FOODS INCTSN73,702$4.1M0.68%
17ARCHER DANIELS MIDLAND COADM77,123$4.1M0.67%
18DAQO NEW ENERGY CORPDQ257,565$3.9M0.64%
19BAYTEX ENERGY CORPBTE2,157,352$3.9M0.64%
20EOG RES INCEOG31,259$3.7M0.62%
21FIRST SOLAR INCFSLR22,417$3.7M0.61%
22CENTURY ALUM COCENX203,908$3.7M0.60%
23CNH INDL N VN2094410945,716$3.7M0.60%
24NEWMONT CORPNEMCL62,931$3.7M0.60%
25WEST FRASER TIMBER CO LTDWFG48,032$3.5M0.58%
26PILGRIMS PRIDE CORPPPC77,298$3.5M0.57%
27COTERRA ENERGY INCCTRA131,349$3.3M0.55%
28INGREDION INCINGR23,958$3.2M0.53%
29SHOALS TECHNOLOGIES GROUP INSHLS755,471$3.2M0.53%
30WARRIOR MET COAL INCHCC66,552$3.1M0.50%
31SUNCOR ENERGY INC NEWSU81,360$3.0M0.50%
32COMPANIA DE MINAS BUENAVENTU204448104184,217$3.0M0.50%
33CENOVUS ENERGY INCCVE214,734$2.9M0.48%
34SM ENERGY COSM117,263$2.9M0.48%
35HELMERICH & PAYNE INCHP190,293$2.9M0.47%
36CIVITAS RESOURCES INC17888H103104,769$2.9M0.47%
37LIBERTY ENERGY INCLBRT250,979$2.9M0.47%
38TALOS ENERGY INCTALO339,110$2.9M0.47%
39PATTERSON-UTI ENERGY INCPTEN460,641$2.7M0.45%
40PERMIAN RESOURCES CORPPR198,094$2.7M0.44%
41CALIFORNIA RES CORPCRC57,328$2.6M0.43%
42PROPETRO HLDG CORPPUMP429,497$2.6M0.42%
43FMC CORPFMC60,829$2.5M0.42%
44TIDEWATER INC NEWTDGMW54,819$2.5M0.42%
45MAGNOLIA OIL & GAS CORPMGY111,417$2.5M0.41%
46VERMILION ENERGY INCVET331,464$2.4M0.40%
47CHORD ENERGY CORPORATIONCHRD24,203$2.3M0.39%
48ELDORADO GOLD CORP NEW284902509113,913$2.3M0.38%
49DEERE & CODE4,460$2.3M0.37%
50CENTERRA GOLD INCCGAU308,244$2.2M0.37%
51HALLIBURTON COHAL108,756$2.2M0.36%
52HORMEL FOODS CORPHRL73,215$2.2M0.36%
53OCEANEERING INTL INC67523210298,051$2.0M0.33%
54CHAMPIONX CORPORATION15872M10479,732$2.0M0.33%
55CAL MAINE FOODS INCCALM18,267$1.8M0.30%
56SITIO ROYALTIES CORP82983N10894,279$1.7M0.29%
57AMER STATES WTR CO02989910122,512$1.7M0.28%
58CANADIAN NAT RES LTD13638510152,664$1.7M0.27%
59CALIFORNIA WTR SVC GROUP13078810235,954$1.6M0.27%
60EXPRO GROUP HOLDINGS NVXPRO188,927$1.6M0.27%
61KINROSS GOLD CORPKGCRF99,818$1.6M0.26%
62CNH INDL N VN20944109120,234$1.6M0.26%
63HELIX ENERGY SOLUTIONS GRP I42330P107244,359$1.5M0.25%
64IAMGOLD CORPIAG202,975$1.5M0.25%
65SELECT WATER SOLUTIONS INCWTTR172,018$1.5M0.24%
66SOLARIS ENERGY INFRAS INCSEI51,483$1.5M0.24%
67H2O AMERICAHTO27,508$1.4M0.24%
68DNOW INCDNOW94,012$1.4M0.23%
69PAN AMERN SILVER CORP69790010848,929$1.4M0.23%
70ERO COPPER CORPERO78,824$1.3M0.22%
71ALPHA METALLURGICAL RESOUR I02076410610,748$1.2M0.20%
72RPC INCRES250,099$1.2M0.19%
73EOS ENERGY ENTERPRISES INCEOSE230,688$1.2M0.19%
74NOBLE CORP PLCNE-WT44,103$1.2M0.19%
75VIPER ENERGY INCVNOM30,680$1.2M0.19%
76FREEPORT-MCMORAN INCFCX26,508$1.1M0.19%
77SANDRIDGE ENERGY INCSD103,092$1.1M0.18%
78POTLATCHDELTIC CORPORATION73763010328,563$1.1M0.18%
79VERALTO CORPVLTO10,569$1.1M0.18%
80TERNIUM SATX35,444$1.1M0.18%
81FRESH DEL MONTE PRODUCE INCFDP32,298$1.0M0.17%
82NORTHERN OIL & GAS INCNOG34,934$990,3790.16%
83DOLE PLCDOLE69,261$968,9610.16%
84NUTRIEN LTDNTR16,502$961,2990.16%
85ADECOAGRO S AAGRO103,476$945,7710.16%
86FLEX LNG LTDFLNG42,534$934,8970.15%
87TITAN INTL INC ILLKMCM88,763$911,5960.15%
88ESSENTIAL UTILS INC29670G10223,996$891,2110.15%
89RENEW ENERGY GLOBAL PLCRNWWW121,391$838,8120.14%
90NEXGEN ENERGY LTDNXE114,498$794,7330.13%
91ARIS WATER SOLUTIONS INC04041L10633,309$787,7580.13%
92ENERFLEX LTDEFXT97,615$770,4410.13%
93ROYAL GOLD INCRGLD4,332$770,4030.13%
94BARRICK MNG CORP06849F10836,740$764,9270.13%
95NPK INTERNATIONAL INCNPKI88,687$754,7260.12%
96CORE LABORATORIES INCCLB64,902$747,6710.12%
97SCHLUMBERGER LTDSLB20,120$680,0560.11%
98PRECISION DRILLING CORPPDS14,198$672,2550.11%
99B2GOLD CORPBTG183,817$663,5900.11%
100BLACK STONE MINERALS L PBSMLP49,725$650,4030.11%
101NOV INCNOV48,691$605,2290.10%
102ICL GROUP LTDICL87,581$602,5570.10%
103KODIAK GAS SVCS INC50012A10817,439$597,6350.10%
104MOSAIC CO NEWMOS15,890$579,6670.10%
105ANTERO RESOURCES CORPAR13,786$555,3000.09%
106REX AMERICAN RES CORPREX11,169$544,0420.09%
107ATI INCATI6,038$521,3210.09%
108CF INDS HLDGS INC1252691005,599$515,1080.08%
109SUNCOKE ENERGY INCSXC54,134$465,0110.08%
110ENPHASE ENERGY INCENPH11,653$462,0410.08%
111DIAMONDBACK ENERGY INCFANG3,299$453,2830.07%
112BHP GROUP LTDBHPLF9,240$444,3520.07%
113EXXON MOBIL CORPXOM4,052$436,8060.07%
114RAMACO RES INCMETCZ32,235$423,5680.07%
115AGCO CORPAGCO3,821$394,1740.06%
116COEUR MNG INC19210850442,924$380,3070.06%
117COMPASS MINERALS INTL INCCOMP18,595$373,5740.06%
118RIO TINTO PLCRTNTF5,837$340,4720.06%
119CHEVRON CORP NEWCVX2,358$337,6420.06%
120METALLUS INCMTUS21,094$325,0590.05%
121OCCIDENTAL PETE CORP6745991057,544$316,9230.05%
122NATIONAL FUEL GAS CONFG3,727$315,7140.05%
123RAYONIER INCRYN14,020$310,9640.05%
124BAKER HUGHES COMPANYBKR8,079$309,7490.05%
125GOLD FIELDS LTDGFIOF12,215$289,1290.05%
126EQT CORPEQT4,936$287,8680.05%
127MP MATERIALS CORPMP8,606$286,3220.05%
128CNX RES CORPCNX8,144$274,2900.05%
129HESS CORPHESM1,947$269,7370.04%
130VAALCO ENERGY INCEGY70,713$255,2740.04%
131ALBEMARLE CORPALB-PA4,017$251,7450.04%
132CANADIAN SOLAR INCCSIQ20,806$229,6980.04%
133APA CORPORATIONAPA12,378$226,3940.04%
134VALE S AVALE22,903$222,3880.04%
135CRESCENT ENERGY COMPANYCRGY22,861$196,6050.03%
136CLEVELAND-CLIFFS INC NEWCLF20,086$152,6540.03%
137PETROLEO BRASILEIRO SA PETRO71654V40812,064$150,9210.02%
138HIGHPEAK ENERGY INCHPK13,327$130,6050.02%
139FLUENCE ENERGY INCFLNC10,040$67,3680.01%
140GERDAU SAGGB22,644$66,1200.01%