CoreCommodity Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), CoreCommodity Management, LLC reported 133 stock positions worth $258.2 million. Its top holding was Darling Ingredients (DAR) at 2.5% of the portfolio, followed by Ingredion (INGR, 2.4%) and Murphy Oil (MUR, 2.3%). Compared with Q1 2024, it opened 6 new positions, sold out of 37, added to 60 and reduced 50. The biggest buy was Conocophillips (COP, shares +293%) and the biggest sale an exit from Essential Utilities (WTRG).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001301743
- Portfolio Value
- $258.2M (Q2 2024)
- SEC Filing
- 0001405086-24-000204 ↗ filed Aug 14, 2024
Holdings Value
Holdings 133 stocks · $258.2M
| DAR Darling Ingredients Inc. | 2.54% | 178,791 | $6.6M | Add +13.9% |
| INGR Ingredion Inc. | 2.35% | 52,998 | $6.1M | Reduce -25.1% |
| MUR Murphy Oil Corp. | 2.32% | 145,357 | $6.0M | Add +75.2% |
| AEM Agnico Eagle Mines Ltd. | 2.32% | 91,585 | $6.0M | Add +5.5% |
| BG Bunge Global SA | 2.31% | 55,822 | $6.0M | Reduce -5.3% |
| ADM Archer-Daniels-Midland Co. | 2.23% | 95,282 | $5.8M | Reduce -4.6% |
| TSN Tyson Foods Inc. Class A | 2.22% | 100,491 | $5.7M | Add +10.9% |
| DE Deere & Co. | 2.19% | 15,141 | $5.7M | Reduce -6.1% |
| COP Conocophillips | 2.10% | 47,426 | $5.4M | Add +293.0% |
| PPC Pilgrim's Pride Corp. | 2.01% | 135,117 | $5.2M | Add +101.4% |
| CNH CNH Industrial NV | 1.95% | 496,922 | $5.0M | Reduce -3.5% |
| HP Helmerich & Payne | 1.95% | 139,090 | $5.0M | Add +137.7% |
| BTG B2GOLD Corp. | 1.90% | 1,817,452 | $4.9M | Add +13.1% |
| CTVA Corteva Inc. | 1.78% | 85,261 | $4.6M | Reduce -8.2% |
| AGCO Agco Corp. | 1.77% | 46,558 | $4.6M | Reduce -2.6% |
| EOG EOG Resources Inc. | 1.76% | 36,128 | $4.5M | Add +6.6% |
| FCX Freeport-McMoran Inc. | 1.75% | 92,864 | $4.5M | Add +126.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.67% | 91,165 | $4.3M | Add +154.2% |
| FMC FMC Corp. | 1.63% | 73,141 | $4.2M | Reduce -1.4% |
| AWK American Water Works Co. Inc. | 1.59% | 31,809 | $4.1M | Add +55.5% |
| HRL Hormel Foods Corp. | 1.56% | 131,813 | $4.0M | Add +23.2% |
| CVE Cenovus Energy Inc. | 1.40% | 183,500 | $3.6M | Add +7.9% |
| APA Apa Corp. | 1.33% | 116,663 | $3.4M | Add +113.5% |
| CNX CNX Resources Corp. | 1.31% | 139,149 | $3.4M | Add +1257.0% |
| DVN Devon Energy Corp. | 1.25% | 68,239 | $3.2M | Add +29.1% |
| ATI Ati Inc. | 1.22% | 56,968 | $3.2M | Add +2.5% |
| SU Suncor Energy Inc. | 1.22% | 82,700 | $3.2M | Add +34.0% |
| ARRY Array Technologies Inc. | 1.21% | 303,900 | $3.1M | Add +61.6% |
| LBRT Liberty Energy Inc. | 1.16% | 143,133 | $3.0M | Reduce -0.5% |
| AA Alcoa Corp. | 1.15% | 74,813 | $3.0M | Add +44.7% |
| MTDR Matador Resources Co. | 1.14% | 49,595 | $3.0M | Add +44.0% |
| PCH Potlatchdeltic Corp. | 1.10% | 71,800 | $2.8M | Add +62.1% |
| WFG West Fraser Timber Co. Ltd. | 1.08% | 36,400 | $2.8M | Reduce -18.6% |
| HL Hecla Mining Co. | 1.04% | 554,787 | $2.7M | Reduce -31.9% |
| CTRA Coterra Energy Inc. | 1.01% | 97,570 | $2.6M | Add +6.6% |
| GFI Gold Fields Ltd.-Spons ADR | 1.00% | 172,438 | $2.6M | Add +40.5% |
| MP MP Materials Corp. | 0.96% | 195,385 | $2.5M | Reduce -29.7% |
| X United States Steel Corp. | 0.96% | 65,483 | $2.5M | Add +11.2% |
| PAAS Pan American Silver Corp. | 0.95% | 123,432 | $2.5M | Add +406.9% |
| AGI Alamos Gold Inc. Class A | 0.92% | 151,085 | $2.4M | Reduce -12.4% |
| CGAU Centerra Gold Inc. | 0.91% | 349,800 | $2.4M | No change |
| CHX Championx Corp. | 0.91% | 70,794 | $2.4M | Add +15.9% |
| HAL Halliburton Co. | 0.91% | 69,231 | $2.3M | Add +28.6% |
| CIVI Civitas Resources Inc. | 0.90% | 33,813 | $2.3M | Add +956.0% |
| CDE Coeur Mining Inc. | 0.86% | 395,189 | $2.2M | Add +16.9% |
| KGC Kinross Gold Corp. | 0.86% | 266,566 | $2.2M | Add +7.2% |
| CHRD Chord Energy Corp. | 0.86% | 13,219 | $2.2M | Reduce -2.4% |
| PTEN Patterson-Uti Energy Inc. | 0.82% | 203,752 | $2.1M | No change |
| VET Vermilion Energy Inc. | 0.80% | 188,800 | $2.1M | Reduce -9.2% |
| BKR Baker Hughes Co. | 0.80% | 58,901 | $2.1M | Add +46.9% |
| VNOM Viper Energy Inc. | 0.77% | 53,208 | $2.0M | Add +607.5% |
| NE Noble Corp. PLC | 0.76% | 43,969 | $2.0M | Add +37.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.75% | 29,516 | $1.9M | Reduce -38.4% |
| CNQ Canadian Natural Resources | 0.75% | 54,574 | $1.9M | Reduce -4.4% |
| IMO Imperial Oil Ltd. | 0.75% | 28,300 | $1.9M | Add +50.5% |
| HBM Hudbay Minerals Inc. | 0.74% | 212,100 | $1.9M | Reduce -45.4% |
| CMC Commercial Metals Co. | 0.72% | 33,992 | $1.9M | Add +1.8% |
| SWN Southwestern Energy Co. | 0.72% | 276,062 | $1.9M | Reduce -45.7% |
| SLCA US Silica Holdings Inc. | 0.71% | 118,613 | $1.8M | Reduce -15.1% |
| B Barrick Gold Corp. | 0.69% | 106,464 | $1.8M | Add +146.3% |
| CWT California Water Service Grp | 0.69% | 36,601 | $1.8M | Add +18.4% |
| TECK Teck Resources Ltd.-CLS B | 0.67% | 36,338 | $1.7M | Reduce -11.4% |
| KOS Kosmos Energy Ltd. | 0.67% | 310,233 | $1.7M | Reduce -41.2% |
| XPRO Expro Group Holdings NV | 0.61% | 68,161 | $1.6M | Reduce -15.2% |
| DQ Daqo New Energy Corp.-ADR | 0.54% | 94,993 | $1.4M | Add +0.6% |
| RGLD Royal Gold Inc. | 0.54% | 11,068 | $1.4M | Add +270.9% |
| OII Oceaneering Intl Inc. | 0.51% | 56,113 | $1.3M | No change |
| PUMP Propetro Holding Corp. | 0.51% | 151,373 | $1.3M | Add +53.0% |
| CRGY Crescent Energy Inc. Class A | 0.51% | 110,664 | $1.3M | Add +40.5% |
| WPM Wheaton Precious Metals Corp. | 0.50% | 24,759 | $1.3M | Reduce -11.0% |
| BSM Black Stone Minerals LP | 0.50% | 82,704 | $1.3M | Add +0.2% |
| BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU | 0.49% | 75,174 | $1.3M | Reduce -14.6% |
| AU Anglogold Ashanti PLC | 0.49% | 50,126 | $1.3M | New |
| BTE Baytex Energy Corp. | 0.48% | 357,800 | $1.2M | Reduce -41.0% |
| NOG Northern Oil and Gas Inc. | 0.46% | 32,131 | $1.2M | Reduce -10.7% |
| PBR Petroleo Brasileiro-Spon ADR | 0.45% | 80,821 | $1.2M | Add +6.4% |
| NTR Nutrien Ltd. | 0.45% | 22,991 | $1.2M | Reduce -4.4% |
| MRO Marathon Oil Corp. | 0.44% | 39,441 | $1.1M | Reduce -43.9% |
| WTTR Select Water Solutions Inc. | 0.44% | 105,573 | $1.1M | No change |
| NOV Nov Inc. | 0.40% | 54,253 | $1.0M | Add +21.5% |
| ICL Icl Group Ltd. | 0.39% | 238,204 | $1.0M | Add +0.3% |
| CALM Cal-Maine Foods Inc. | 0.39% | 16,379 | $1.0M | Reduce -71.3% |
| EQX Equinox Gold Corp. | 0.36% | 176,146 | $921K | Reduce -8.9% |
| MTUS Metallus Inc. | 0.36% | 45,302 | $918K | No change |
| ERO Ero Copper Corp. | 0.35% | 41,900 | $895K | Add +0.5% |
| TTE Totalenergies SE -Spon ADR | 0.34% | 13,186 | $879K | No change |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.34% | 64,549 | $868K | Add +0.7% |
| SSRM SSR Mining Inc. | 0.34% | 192,143 | $867K | Reduce -32.6% |
| SAND Sandstorm Gold Ltd. | 0.32% | 150,463 | $819K | No change |
| VALE Vale SA-SP ADR | 0.31% | 71,026 | $793K | Reduce -40.9% |
| NXE Nexgen Energy Ltd. | 0.29% | 107,500 | $748K | Reduce -8.9% |
| NEM Newmont Corp. | 0.27% | 16,926 | $709K | Reduce -0.3% |
| HCC Warrior Met Coal Inc. | 0.27% | 10,966 | $688K | Add +24.8% |
| PR Permian Resources Corp. Class A | 0.27% | 42,538 | $687K | Reduce -0.3% |
| FNV Franco-Nevada Corp. | 0.26% | 5,645 | $669K | Reduce -43.5% |
| SXC Suncoke Energy Inc. | 0.26% | 67,245 | $659K | Add +0.7% |
| STLD Steel Dynamics Inc. | 0.24% | 4,811 | $623K | Add +28.5% |
| OR Osisko Gold Royalties Ltd. | 0.23% | 38,166 | $595K | Add +3.2% |
| MOS The Mosaic Co. | 0.23% | 20,157 | $583K | Add +0.8% |
| NBR Nabors Industries Ltd. | 0.22% | 7,812 | $556K | Add +175.5% |
Portfolio Sells Q1 2024 → Q2 2024
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −1.95 |
| TALO Talos Energy Inc. | Reduce -95.1% | 0.07% | −1.36 |
| CRESCENT PT ENERGY CORP | Sold out | 0.00% | −1.26 |
| CPE Callon Petroleum Co. | Sold out | 0.00% | −1.22 |
| CALM Cal-Maine Foods Inc. | Reduce -71.3% | 0.39% | −0.81 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −0.74 |
| SWN Southwestern Energy Co. | Reduce -45.7% | 0.72% | −0.65 |
| RYN Rayonier Inc. | Sold out | 0.00% | −0.62 |
| INGR Ingredion Inc. | Reduce -25.1% | 2.35% | −0.59 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.57 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −0.54 |
| JKS Jinkosolar Holding Co.-ADR | Sold out | 0.00% | −0.49 |
| KOS Kosmos Energy Ltd. | Reduce -41.2% | 0.67% | −0.45 |
| MP MP Materials Corp. | Reduce -29.7% | 0.96% | −0.45 |
| WTI W&T Offshore Inc. | Sold out | 0.00% | −0.45 |
| AWR American States Water Co. | Sold out | 0.00% | −0.44 |
| CNH CNH Industrial NV | Reduce -3.5% | 1.95% | −0.43 |
| TX Ternium SA-Sponsored ADR | Sold out | 0.00% | −0.42 |
| HL Hecla Mining Co. | Reduce -31.9% | 1.04% | −0.35 |
| TROX Tronox Holdings PLC | Sold out | 0.00% | −0.34 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -38.4% | 0.75% | −0.33 |
| AGCO Agco Corp. | Reduce -2.6% | 1.77% | −0.33 |
| SQM Quimica Y Minera Chil-SP ADR | Sold out | 0.00% | −0.33 |
| BYND Beyond Meat Inc. | Sold out | 0.00% | −0.30 |
| BTE Baytex Energy Corp. | Reduce -41.0% | 0.48% | −0.30 |
| WFG West Fraser Timber Co. Ltd. | Reduce -18.6% | 1.08% | −0.29 |
| CENX Century Aluminum Company | Sold out | 0.00% | −0.29 |
| MRO Marathon Oil Corp. | Reduce -43.9% | 0.44% | −0.27 |
| CSIQ Canadian Solar Inc. | Sold out | 0.00% | −0.26 |
| ASTL Algoma Steel Group Inc. | Sold out | 0.00% | −0.24 |
| RNW Renew Energy Global PLC-A | Sold out | 0.00% | −0.24 |
| DNOW Dnow Inc. | Reduce -67.0% | 0.11% | −0.24 |
| HBM Hudbay Minerals Inc. | Reduce -45.4% | 0.74% | −0.23 |
| VALE Vale SA-SP ADR | Reduce -40.9% | 0.31% | −0.21 |
| PDS Precision Drilling Corp. | Sold out | 0.00% | −0.21 |
| SD Sandridge Energy Inc. | Reduce -46.9% | 0.21% | −0.20 |
| VTLE Vital Energy Inc. | Sold out | 0.00% | −0.20 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.17 |
| RES RPC Inc. | Reduce -44.6% | 0.16% | −0.17 |
| METC Ramaco Resources Inc. Class A | Reduce -54.1% | 0.10% | −0.17 |
| DE Deere & Co. | Reduce -6.1% | 2.19% | −0.17 |
| FNV Franco-Nevada Corp. | Reduce -43.5% | 0.26% | −0.17 |
| FLNG Flex LNG Ltd. | Sold out | 0.00% | −0.14 |
| OIS Oil States International Inc. | Sold out | 0.00% | −0.14 |
| CTVA Corteva Inc. | Reduce -8.2% | 1.78% | −0.13 |
| SSRM SSR Mining Inc. | Reduce -32.6% | 0.34% | −0.12 |
| VET Vermilion Energy Inc. | Reduce -9.2% | 0.80% | −0.12 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.11 |
| SBOW Silverbow Resources Inc. | Sold out | 0.00% | −0.10 |
| DOLE Dole PLC | Sold out | 0.00% | −0.10 |
Portfolio Buys Q1 2024 → Q2 2024
| COP Conocophillips | Add +293.0% | 2.10% | +1.55 |
| CNX CNX Resources Corp. | Add +1257.0% | 1.31% | +1.22 |
| PPC Pilgrim's Pride Corp. | Add +101.4% | 2.01% | +1.19 |
| HP Helmerich & Payne | Add +137.7% | 1.95% | +1.07 |
| FCX Freeport-McMoran Inc. | Add +126.5% | 1.75% | +1.06 |
| MUR Murphy Oil Corp. | Add +75.2% | 2.32% | +0.97 |
| SLB SLB Ltd. | Add +154.2% | 1.67% | +0.97 |
| PAAS Pan American Silver Corp. | Add +406.9% | 0.95% | +0.82 |
| CIVI Civitas Resources Inc. | Add +956.0% | 0.90% | +0.82 |
| AWK American Water Works Co. Inc. | Add +55.5% | 1.59% | +0.70 |
| VNOM Viper Energy Inc. | Add +607.5% | 0.77% | +0.67 |
| APA Apa Corp. | Add +113.5% | 1.33% | +0.66 |
| AA Alcoa Corp. | Add +44.7% | 1.15% | +0.53 |
| AU Anglogold Ashanti PLC | New | 0.49% | +0.49 |
| AEM Agnico Eagle Mines Ltd. | Add +5.5% | 2.32% | +0.47 |
| B Barrick Gold Corp. | Add +146.3% | 0.69% | +0.43 |
| SU Suncor Energy Inc. | Add +34.0% | 1.22% | +0.41 |
| RGLD Royal Gold Inc. | Add +270.9% | 0.54% | +0.41 |
| CDE Coeur Mining Inc. | Add +16.9% | 0.86% | +0.41 |
| BTG B2GOLD Corp. | Add +13.1% | 1.90% | +0.40 |
| PCH Potlatchdeltic Corp. | Add +62.1% | 1.10% | +0.35 |
| TSN Tyson Foods Inc. Class A | Add +10.9% | 2.22% | +0.33 |
| MTDR Matador Resources Co. | Add +44.0% | 1.14% | +0.33 |
| BKR Baker Hughes Co. | Add +46.9% | 0.80% | +0.32 |
| KGC Kinross Gold Corp. | Add +7.2% | 0.86% | +0.32 |
| DVN Devon Energy Corp. | Add +29.1% | 1.25% | +0.31 |
| GFI Gold Fields Ltd.-Spons ADR | Add +40.5% | 1.00% | +0.30 |
| IMO Imperial Oil Ltd. | Add +50.5% | 0.75% | +0.28 |
| HRL Hormel Foods Corp. | Add +23.2% | 1.56% | +0.23 |
| PUMP Propetro Holding Corp. | Add +53.0% | 0.51% | +0.22 |
| EOG EOG Resources Inc. | Add +6.6% | 1.76% | +0.22 |
| ATI Ati Inc. | Add +2.5% | 1.22% | +0.21 |
| ARRY Array Technologies Inc. | Add +61.6% | 1.21% | +0.21 |
| NE Noble Corp. PLC | Add +37.0% | 0.76% | +0.21 |
| CVE Cenovus Energy Inc. | Add +7.9% | 1.40% | +0.18 |
| CWT California Water Service Grp | Add +18.4% | 0.69% | +0.18 |
| CRGY Crescent Energy Inc. Class A | Add +40.5% | 0.51% | +0.17 |
| XOM Exxon Mobil Corp. | New | 0.16% | +0.16 |
| HAL Halliburton Co. | Add +28.6% | 0.91% | +0.15 |
| HOS Hornbeck Offshore Services I | New | 0.14% | +0.14 |
| CMP Compass Minerals Internation | New | 0.13% | +0.13 |
| CHX Championx Corp. | Add +15.9% | 0.91% | +0.13 |
| NBR Nabors Industries Ltd. | Add +175.5% | 0.22% | +0.13 |
| ENPH Enphase Energy Inc. | Add +161.9% | 0.21% | +0.12 |
| X United States Steel Corp. | Add +11.2% | 0.96% | +0.10 |
| CTRA Coterra Energy Inc. | Add +6.6% | 1.01% | +0.10 |
| GPRK Geopark Ltd. | New | 0.09% | +0.09 |
| NOV Nov Inc. | Add +21.5% | 0.40% | +0.09 |
| SCCO Southern Copper Corp. | New | 0.08% | +0.08 |
| ALB Albemarle Corp. | Add +108.3% | 0.20% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $501.7M | CCNR, CNH, CTVA, NTR, FSLR |
| Q1 2026 | 119 | $537.9M | CCNR, NTR, SM, MUR, CHRD |
| Q4 2025 | 117 | $476.5M | CCNR, HBM, AA, LBRT, MUR |
| Q3 2025 | 127 | $551.0M | CCNR, HBM, CNH, MUR, SHLS |
| Q2 2025 | 139 | $607.5M | CCNR, HBM, TECK, MUR, ARRY |
| Q1 2025 | 149 | $615.1M | CCNR, AEM, NEM, RGLD, MUR |
| Q4 2024 | 127 | $512.0M | CCNR, CALM, HRL, MUR, INGR |
| Q3 2024 | 134 | $543.2M | CCNR, CNH, MUR, INGR, DE |
| Q2 2024 | 133 | $258.2M | DAR, INGR, MUR, AEM, BG |
| Q1 2024 | 164 | $280.7M | INGR, DAR, CNH, DE, ADM |