Glenorchy Capital Ltd Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$134.2B
Holdings
58
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KWEBKRANESHARES TRUST | 237,804 | $8.3B | 6.19% | |
| 2 | URNMSPROTT FDS TR | 245,798 | $8.0B | 5.94% | |
| 3 | BCCCGLOBAL X FDS | 152,133 | $7.1B | 5.32% | |
| 4 | GDXVANECK ETF TRUST | 128,251 | $5.9B | 4.39% | |
| 5 | PAMPAMPA ENERGIA S A | 71,535 | $5.5B | 4.11% | |
| 6 | EXEEXPAND ENERGY CORPORATION | 48,895 | $5.4B | 4.06% | |
| 7 | BFPBANCO BBVA ARGENTINA S A | 285,849 | $5.2B | 3.86% | |
| 8 | LOMALOMA NEGRA C I A S A MTN 14 | 454,287 | $5.0B | 3.72% | |
| 9 | GQ9SPDR GOLD TR | 16,110 | $4.6B | 3.46% | |
| 10 | YPFYPF SOCIEDAD ANONIMA | 130,473 | $4.6B | 3.41% | |
| 11 | CRKCOMSTOCK RES INC | 200,262 | $4.1B | 3.03% | |
| 12 | BMABANCO MACRO SA | 51,632 | $3.9B | 2.90% | |
| 13 | CD8CRESUD S A C I F Y A | 349,968 | $3.9B | 2.88% | |
| 14 | CEPUCENTRAL PUERTO S A | 332,687 | $3.7B | 2.75% | |
| 15 | FROFRONTLINE PLC | 192,412 | $2.9B | 2.13% | |
| 16 | FTITECHNIPFMC PLC | 83,608 | $2.6B | 1.97% | |
| 17 | DHTDHT HOLDINGS INC | 248,112 | $2.6B | 1.94% | |
| 18 | ARANTERO RESOURCES CORP | 63,209 | $2.6B | 1.90% | |
| 19 | EQTEQT CORP | 46,263 | $2.5B | 1.84% | |
| 20 | RRCRANGE RES CORP | 60,791 | $2.4B | 1.81% | |
| 21 | CNXCNX RES CORP | 71,390 | $2.2B | 1.67% | |
| 22 | RIGTRANSOCEAN LTD | 656,767 | $2.1B | 1.55% | |
| 23 | SBSWSIBANYE STILLWATER LTD | 419,393 | $1.9B | 1.43% | |
| 24 | GIFIGULF IS FABRICATION INC | 294,604 | $1.9B | 1.42% | |
| 25 | ICLICL GROUP LTD | 333,241 | $1.9B | 1.41% | |
| 26 | TENTSAKOS ENERGY NAVIGATION LTD | 110,904 | $1.9B | 1.41% | |
| 27 | IPIINTREPID POTASH INC | 63,126 | $1.9B | 1.38% | |
| 28 | INSWINTERNATIONAL SEAWAYS INC | 52,273 | $1.7B | 1.29% | |
| 29 | OIIOCEANEERING INTL INC | 76,489 | $1.7B | 1.24% | |
| 30 | CTVHELIX ENERGY SOLUTIONS GRP I | 200,341 | $1.7B | 1.24% | |
| 31 | NENOBLE CORP PLC | 66,990 | $1.6B | 1.18% | |
| 32 | TNKTEEKAY TANKERS LTD | 39,321 | $1.5B | 1.12% | |
| 33 | GPRKGEOPARK LTD | 178,712 | $1.4B | 1.08% | |
| 34 | GEOSGEOSPACE TECHNOLOGIES CORP | 191,938 | $1.4B | 1.03% | |
| 35 | BTUPEABODY ENERGY CORP | 100,299 | $1.4B | 1.01% | |
| 36 | CNRCORE NATURAL RESOURCES INC | 17,309 | $1.3B | 0.99% | |
| 37 | VALVALARIS LTD | 32,954 | $1.3B | 0.96% | |
| 38 | MOSMOSAIC CO NEW | 47,612 | $1.3B | 0.96% | |
| 39 | TGSTRANSPORTADORA DE GAS SUR | 47,239 | $1.2B | 0.93% | |
| 40 | ASCARDMORE SHIPPING CORP | 126,822 | $1.2B | 0.93% | |
| 41 | STNGSCORPIO TANKERS INC | 31,935 | $1.2B | 0.89% | |
| 42 | TDWTIDEWATER INC NEW | 26,826 | $1.1B | 0.84% | |
| 43 | XPROEXPRO GROUP HOLDINGS NV | 101,465 | $1.0B | 0.75% | |
| 44 | SMHISEACOR MARINE HLDGS INC | 180,658 | $914.1M | 0.68% | |
| 45 | BMTABRITISH AMERN TOB PLC | 17,260 | $714.1M | 0.53% | |
| 46 | IVVISHARES TR | 1,118 | $628.2M | 0.47% | |
| 47 | PBRPETROLEO BRASILEIRO SA PETRO | 43,638 | $625.8M | 0.47% | |
| 48 | ECECOPETROL S A | 56,009 | $584.7M | 0.44% | |
| 49 | ECOOKEANIS ECO TANKERS COR | 26,355 | $580.4M | 0.43% | |
| 50 | IRSIRSA INVERSIONES Y REP S A | 44,280 | $571.2M | 0.43% | |
| 51 | BWLPBW LPG LTD | 51,097 | $554.1M | 0.41% | |
| 52 | TRMDTORM PLC | 28,667 | $472.4M | 0.35% | |
| 53 | MNDOMIND C T I LTD | 250,983 | $446.8M | 0.33% | |
| 54 | SBLKSTAR BULK CARRIERS CORP. | 26,190 | $407.5M | 0.30% | |
| 55 | HAFNHAFNIA LTD | 97,031 | $398.7M | 0.30% | |
| 56 | STLASTELLANTIS N.V | 31,163 | $349.3M | 0.26% | |
| 57 | CIVICIVITAS RESOURCES INC | 8,280 | $288.9M | 0.22% | |
| 58 | UREUR-ENERGY INC | 31,356 | $21.1M | 0.02% |