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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $280.7M Q1 2024 Q2 2024: $258.2M $258.2M Q2 2024 Q3 2024: $543.2M Q3 2024 Q4 2024: $512.0M Q4 2024 Q1 2025: $615.1M Q1 2025 Q2 2025: $607.5M Q2 2025 Q3 2025: $551.0M Q3 2025 Q4 2025: $476.5M Q4 2025 Q1 2026: $537.9M Q1 2026 Q2 2026: $501.7M Q2 2026

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%
ENPH Enphase Energy Inc. 0.21% 5,565 $555K Add +161.9%
SD Sandridge Energy Inc. 0.21% 42,633 $551K Reduce -46.9%
EGY Vaalco Energy Inc. 0.21% 84,485 $530K Reduce -6.3%
ALB Albemarle Corp. 0.20% 5,483 $524K Add +108.3%
BEPC Brookfield Renewable Cor-A 0.19% 17,139 $486K Add +8.8%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.17% 5,980 $443K Reduce -16.4%
MGY Magnolia Oil & Gas Corp. Class A 0.17% 17,383 $440K Reduce -32.9%
XOM Exxon Mobil Corp. 0.16% 3,692 $425K New
RIG Transocean Ltd. 0.16% 77,937 $417K No change
RES RPC Inc. 0.16% 66,549 $416K Reduce -44.6%
MT Arcelormittal-NY Registered 0.16% 17,483 $401K Add +5.7%
EQT Eqt Corp. 0.14% 9,825 $363K Reduce -38.3%
HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I 0.14% 29,595 $353K New
FANG Diamondback Energy Inc. 0.13% 1,712 $343K Reduce -11.7%
RRC Range Resources Corp. 0.13% 10,133 $340K Reduce -2.2%
CMP Compass Minerals Internation 0.13% 32,365 $334K New
OXY Occidental Petroleum Corp. 0.13% 5,297 $334K No change
HES Hess Corp. 0.13% 2,219 $327K No change
EGO Eldorado Gold Corp. 0.13% 21,948 $325K No change
RYZ Ryerson Holding Corp. 0.12% 15,751 $307K No change
DNOW Dnow Inc. 0.11% 21,346 $293K Reduce -67.0%
CLF Cleveland-Cliffs Inc. 0.11% 18,476 $284K No change
CVX Chevron Corp. 0.10% 1,724 $270K No change
BHP BHP Group Ltd.-Spon ADR 0.10% 4,671 $267K No change
TDW Tidewater Inc. 0.10% 2,687 $256K Reduce -1.2%
METC Ramaco Resources Inc. Class A 0.10% 20,512 $255K Reduce -54.1%
GPRK Geopark Ltd. 0.09% 21,997 $241K New
SM SM Energy Co. 0.09% 5,216 $225K No change
SCCO Southern Copper Corp. 0.08% 1,970 $212K New
EFXT Enerflex Ltd. 0.07% 34,600 $187K No change
TALO Talos Energy Inc. 0.07% 14,193 $172K Reduce -95.1%
CRK Comstock Resources Inc. 0.06% 15,082 $157K Reduce -1.7%
GGB Gerdau SA -Spon ADR 0.06% 44,353 $146K Add +96.5%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$501.7MCCNR, CNH, CTVA, NTR, FSLR
Q1 2026 119$537.9MCCNR, NTR, SM, MUR, CHRD
Q4 2025 117$476.5MCCNR, HBM, AA, LBRT, MUR
Q3 2025 127$551.0MCCNR, HBM, CNH, MUR, SHLS
Q2 2025 139$607.5MCCNR, HBM, TECK, MUR, ARRY
Q1 2025 149$615.1MCCNR, AEM, NEM, RGLD, MUR
Q4 2024 127$512.0MCCNR, CALM, HRL, MUR, INGR
Q3 2024 134$543.2MCCNR, CNH, MUR, INGR, DE
Q2 2024 133$258.2MDAR, INGR, MUR, AEM, BG
Q1 2024 164$280.7MINGR, DAR, CNH, DE, ADM