Glenorchy Capital Ltd
Glenorchy Capital Ltd reported 65 holdings worth US$2.71B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Glenorchy Capital Ltd reported 65 holdings worth US$2.71B as of Jun 30, 2026. Largest: Banco Bbva Argentina Sa, International Seaways, Inc. and Dht Holdings, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$2.71B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Banco Bbva Argentina Sa | 263K | US$5.17M | 0.19% |
| International Seaways, Inc. | 53,538 | US$4.1M | 0.15% |
| Dht Holdings, Inc. | 240K | US$3.97M | 0.15% |
| Tsakos Energy Navigation Ltd | 111K | US$3.93M | 0.14% |
| Sasol Limited | 358K | US$3.51M | 0.13% |
| Sibanye Stillwater Limited | 380K | US$3.23M | 0.12% |
| Seadrill Limited | 82,323 | US$3.11M | 0.11% |
| Oceaneering International, Inc. | 74,354 | US$3.01M | 0.11% |
| Lsb Industries, Inc. | 267K | US$2.88M | 0.11% |
| Borr Drilling Limited | 612K | US$2.53M | 0.09% |
| Peabody Energy Corporation | 109K | US$2.52M | 0.09% |
| Teekay Tankers Ltd. | 37,937 | US$2.46M | 0.09% |
| Eqt Corporation | 42,831 | US$2.28M | 0.08% |
| Cnx Resources Corporation | 66,807 | US$2.27M | 0.08% |
| Valaris Limited | 30,034 | US$2.18M | 0.08% |
| Range Resources Corporation | 56,989 | US$2.12M | 0.08% |
| Scorpio Tankers Inc. | 30,521 | US$2.11M | 0.08% |
| Antero Resources Corporation | 59,607 | US$2.09M | 0.08% |
| Intrepid Potash, Inc | 61,006 | US$2M | 0.07% |
| Ardmore Shipping Corporation | 136K | US$1.9M | 0.07% |
| Geopark Ltd | 206K | US$1.87M | 0.07% |
| Tidewater Inc. | 27,609 | US$1.84M | 0.07% |
| Helix Energy Solutions Group, Inc. | 210K | US$1.84M | 0.07% |
| Seacor Marine Holdings Inc. | 219K | US$1.68M | 0.06% |
| Mosaic Company (the) | 78,625 | US$1.67M | 0.06% |
| Comstock Resources, Inc. | 103K | US$1.54M | 0.06% |
| Core Natural Resources, Inc. | 18,837 | US$1.51M | 0.06% |
| Expand Energy Corporation | 14,697 | US$1.34M | 0.05% |
| Okeanis Eco Tankers Corp. | 26,198 | US$1.29M | 0.05% |
| British American Tobacco P.l.c. | 18,660 | US$1.15M | 0.04% |
| Ecopetrol Sa | 77,125 | US$1.1M | 0.04% |
| Star Bulk Carriers Corp. | 40,242 | US$1M | 0.04% |
| Petroleo Brasileiro Sa | 59,324 | US$959K | 0.04% |
| Sm Energy Company | 29,653 | US$774K | 0.03% |
| Cal-maine Foods, Inc. | 9,031 | US$728K | 0.03% |
| Weibo Corp Class A | 77,498 | US$563K | 0.02% |
| Geospace Technologies Corporation | 68,488 | US$464K | 0.02% |
| Enel Chile Sa | 0 | US$0 | 0.00% |
Source
View original at SEC
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