FundWatcher
DLDRX
BNY Mellon Natural Resources Fund
BNY MELLON OPPORTUNITY FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NUTRIEN LTD 0 462,702 462,702 2.87% $34.92M
CNH INDUSTRIAL NV 0 2,228,114 2,228,114 2.01% $24.51M
Dreyfus Institutional Preferred Government Plus Money Market Fund 0 23,859,769 23,859,769 1.96% $23.86M
SHELL PLC 0 474,954 474,954 1.82% $22.18M
VALERO ENERGY CORP 0 59,656 59,656 1.21% $14.74M
CRH PLC 0 112,649 112,649 0.97% $11.84M
EQT CORPORATION 0 179,260 179,260 0.94% $11.41M
OCCIDENTAL PETROLEUM CORP 0 92,150 92,150 0.49% $5.99M
WEATHERFORD INTERNATIONAL PLC 0 61,412 61,412 0.48% $5.81M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CAN NATURAL RES 621,342 0 -621,342 0.00% -$21.05M
REPSOL SA 1,048,527 0 -1,048,527 0.00% -$19.64M
MOSAIC CO/THE 628,478 0 -628,478 0.00% -$15.14M
CRESCENT ENERGY INC A 1,729,808 0 -1,729,808 0.00% -$14.51M
PAN AMER SILVER 220,123 0 -220,123 0.00% -$11.40M
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND 8,083,632 0 -8,083,632 0.00% -$8.08M
IVANHOE MINES LTD 684,533 0 -684,533 0.00% -$7.79M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BP PLC 7,327,413 7,435,679 108,266 4.81% $16.08M
SUNCOR ENERGY INC 720,687 842,435 121,748 4.57% $23.72M
CONOCOPHILLIPS 387,985 415,306 27,321 4.50% $18.50M
SLB LTD 512,520 1,033,536 521,016 4.36% $33.44M
AGNICO EAGLE MINES LTD 142,645 215,065 72,420 3.59% $19.47M
CORTEVA INC 335,462 441,036 105,574 3.03% $14.43M
INTL PAPER CO 687,481 939,642 252,161 2.76% $6.47M
PACKAGING CORP OF AMERICA 140,658 154,005 13,347 2.68% $3.68M
BUNGE GLOBAL SA 229,583 251,159 21,576 2.62% $11.50M
ANTERO RESOURCES 447,985 675,139 227,154 2.35% $13.22M
EXPAND ENERGY CORP 218,217 242,138 23,921 2.18% $2.50M
ARCHER DANIELS MIDLAND CO 84,545 358,597 274,052 2.14% $21.21M
NUCOR CORP 84,098 99,034 14,936 1.38% $3.03M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EXXON MOBIL CORP 343,750 339,176 -4,574 4.73% $16.18M
FREEPORT MCMORAN INC 925,098 810,710 -114,388 3.91% $667.81K
DIAMONDBACK ENERGY INC 243,268 235,981 -7,287 3.83% $10.10M
RIO TINTO PLC 471,309 429,139 -42,170 3.28% $2.29M
ARCELORMITTAL CL A SPN GDR (NY REG) 819,265 603,063 -216,202 2.57% -$5.99M
PHILLIPS 66 234,318 159,999 -74,319 2.39% -$1.09M
MARATHON PETROLEUM CORP 161,996 113,322 -48,674 2.27% $1.33M
ROYAL GOLD INC 127,538 104,964 -22,574 2.19% -$1.64M
PERMIAN RESOURCES CORP CL A 1,464,864 1,224,435 -240,429 2.14% $5.55M
DARLING INGREDIENTS INC 597,550 245,524 -352,026 1.25% -$6.33M
METHANEX CORP 490,630 219,373 -271,257 1.07% -$6.43M
ALCOA CORP 523,713 182,117 -341,596 0.99% -$15.75M
CATERPILLAR INC 28,104 16,058 -12,046 0.93% -$4.72M
CF INDUSTRIES HOLDINGS INC 113,638 85,985 -27,653 0.92% $2.38M
TECK RESOURCES-B 279,885 215,325 -64,560 0.92% -$2.26M
HUDBAY MINERALS 550,565 449,754 -100,811 0.77% -$1.53M
DEERE & CO 25,736 15,226 -10,510 0.70% -$3.41M
CAPSTONE COPPER 1,292,560 1,034,108 -258,452 0.64% -$5.18M
IMPALA PLATINUM-SPON ADR 0.00000000 701,574 494,869 -206,705 0.60% -$3.72M
VALTERRA PLATINU 136,040 77,647 -58,393 0.53% -$4.88M
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND 1,533,544 680,615 -852,929 0.06% -$852.93K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NEWMONT CORP 418,832 418,832 0 3.72% $3.52M
ANGLO AMER PLC 535,689 535,689 0 1.87% $683.19K
ALAMOS GOLD INC A 476,715 476,715 0 1.74% $2.79M
NORSK HYDRO ASA 1,630,622 1,630,622 0 1.42% $4.69M
CAMECO CORP 88,589 88,589 0 0.79% $1.52M

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