RE:Eric Nuttal -36% YTDEric Nuttal has thrown in the towel on Canadian producers. The top 10 holdings of his Energy Fund does not contain CJ, BIR nor SPE anymore as one could note from the Fund Snapshot dated March 31:
https://www.sprott.com/media/272966/sprott-energy-fund.pdf
TOP TEN EQUITY HOLDINGS
- Hi-Crush Partners LP
- Fairmount Santrol Holdings Inc.
- Trican Well Service Ltd.
- WPX Energy Inc.
- US Silica Holdings Inc.
- Callon Petroleum Company
- Keane Group Inc.
- Parsley Energy Inc.
- Smart Sand Inc.
- SRC Energy Inc