GR

Global Resources Fund | GHAAX

Mutual Fund
Global Resources Fund
Last update 2025-06-24 65 Stocks (4 new)
Value $499.00 Mil Turnover 7 %
Countries:
Top Holdings: SHEL(5.40%)XOM(5.12%)BSP:JBSS32(3.46%)XPAR:TTE(3.34%)FCX(2.96%)
Summary Stock Picks Current Portfolio
Global Resources Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHEL
Shell PLC
367,500
26,930.4
-4.15%
5.400
-0.20%
0.010
+20.05%
+15.73%
208,129.1
Oil & Gas
XOM
Exxon Mobil Corp
214,880
25,555.7
-4.06%
5.120
-0.20%
0.000
+13.65%
+7.42%
489,057.8
Oil & Gas
BSP:JBSS32
JBS NV
2,393,200
17,240.9
-4.23%
3.460
-0.13%
0.110
+97.31%
+121.83%
166,735.8
Consumer Packaged Goods
XPAR:TTE
TotalEnergies SE
258,700
16,668.8
-4.15%
3.340
-0.13%
0.010
+4.61%
+1.40%
114,106.4
Oil & Gas
FCX
Freeport-McMoRan Inc
389,800
14,757.8
-1.81%
2.960
-0.06%
0.030
+55.24%
+19.54%
64,837.3
Metals & Mining
CTVA
Corteva Inc
226,766
14,270.4
-4.02%
2.860
-0.11%
0.030
+37.87%
+34.75%
52,090.5
Agriculture
CVX
Chevron Corp
81,400
13,617.4
-4.12%
2.730
-0.10%
0.000
+11.91%
+6.97%
262,241.7
Oil & Gas
AEM
Agnico Eagle Mines Ltd
116,006
12,576.2
-4.53%
2.520
-0.09%
0.020
+16.12%
+49.29%
58,581.5
Metals & Mining
LSE:AAL
Anglo American PLC
393,423
12,520.2
-4.22%
2.510
-0.12%
0.040
+23.61%
-4.40%
23,469.0
Metals & Mining
KGC
Kinross Gold Corp
950,100
11,980.8
-4.19%
2.400
-0.08%
0.080
+27.14%
+64.47%
18,722.0
Metals & Mining

Global Resources Fund's Historical Top Holdings Breakdowns

Global Resources Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HASI
HA Sustainable Infrastructure Capital Inc
HA Sustainable Infrastructure Capital Inc
2025-03-31
Sold Out
Sold Out
-2.05%
●
26.47 ($28.32) 29.92
$26.56
-6.21%
Sold Out
0
-376,177
MTZ
MasTec Inc
2025-03-31
Reduce
Reduce
-1.85%
●
108.66 ($134.92) 160.79
$168.03
24.54%
Reduce -77.74%
19,100
-66,700
FMC
FMC Corp
2025-03-31
Add
Add
+1.62%
●
34.54 ($44.42) 56.38
$43.76
-1.49%
Add 262.88%
264,900
191,900
AA
Alcoa Corp
2025-03-31
New Buy
New Buy
+1.33%
●
30.5 ($35.01) 39.53
$30.66
-12.42%
New holding
216,900
216,900
XPAR:NEX
Nexans
2025-03-31
Reduce
Reduce
-0.98%
●
89.1 (€97.04) 107
€106.10
9.34%
Reduce -46.28%
51,430
-44,300
EGO
Eldorado Gold Corp
2025-03-31
Sold Out
Sold Out
-0.96%
●
13.41 ($15.02) 16.82
$19.77
31.66%
Sold Out
0
-317,100
CECO
CECO Environmental Corp
2025-03-31
Sold Out
Sold Out
-0.87%
●
22.65 ($26.66) 32.82
$29.49
10.62%
Sold Out
0
-141,063
TTAM
Titan America SA
2025-03-31
New Buy
New Buy
+0.86%
●
12.92 ($14.78) 16.7
$13.19
-10.79%
New holding
317,500
317,500
NTR
Nutrien Ltd
2025-03-31
Add
Add
+0.84%
●
45.28 ($51.16) 53.84
$61.24
19.70%
Add 55.68%
234,571
83,900
EQT
EQT Corp
2025-03-31
Reduce
Reduce
-0.60%
●
46.16 ($51.08) 54.25
$54.96
7.60%
Reduce -30.11%
149,000
-64,200

Global Resources Fund Total Holding History ($B)

To

Global Resources Fund's Asset Allocation

To

Global Resources Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Global Resources Fund's Hypothetical Growth since 2025-03-31

Global Resources Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Global Resources Fund's Holdings Heat Map

Size field:

Global Resources Fund's Holdings Bubble Chart

Global Resources Fund News

  • 1

Discussions on Global Resources Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.