EdgeMarket › What Kgh Ltd reported owning
What Kgh Ltd reported owning
As filed on Form 13F for the quarter ending 2024-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
26Quarter
2024-12-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| RRC RANGE RESOURCES CORP | 223.4M | 11.6% | 6.2M | 41.06 | +24.1% |
| CRK COMSTOCK RESOURCES INC | 220.9M | 11.5% | 12.1M | 14.22 | -7.7% |
| unmapped CUSIP 912909108 | 156.4M | 8.1% | 4.6M | — | — |
| HCC WARRIOR MET COAL, INC. | 140.6M | 7.3% | 2.6M | 106.73 | +84.9% |
| NXT Nextpower Inc. | 96.5M | 5.0% | 2.6M | 86.18 | +30.3% |
| NE Noble Corp plc | 95.9M | 5.0% | 3.1M | 46.27 | +73.9% |
| MT ArcelorMittal | 88.4M | 4.6% | 3.8M | 72.20 | +113.0% |
| CHRD Chord Energy Corp | 56.8M | 3.0% | 486.0K | 147.85 | +44.1% |
| VAL Valaris Ltd | 46.1M | 2.4% | 1.0M | 87.76 | +94.9% |
| GPK GRAPHIC PACKAGING HOLDING CO | 35.7M | 1.9% | 1.3M | 11.96 | -47.0% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 28.0M | 1.5% | 566.0K | 61.30 | +38.5% |
| AA Alcoa Corp | 27.1M | 1.4% | 717.0K | 51.85 | +76.8% |
| PAGP PLAINS GP HOLDINGS LP | 15.5M | 0.8% | 845.0K | 26.84 | +42.3% |
| AR ANTERO RESOURCES Corp | 14.3M | 0.7% | 407.0K | 37.94 | +24.1% |
| WFG WEST FRASER TIMBER CO., LTD | 13.3M | 0.7% | 154.0K | 69.75 | -3.1% |
| PALL abrdn Palladium ETF Trust | 12.5M | 0.7% | 150.0K | 24.45 | +20.2% |
| EQT EQT Corp | 9.1M | 0.5% | 198.0K | 53.72 | +4.6% |
| STLD STEEL DYNAMICS INC | 5.9M | 0.3% | 52.0K | 228.68 | +82.3% |
| YPF YPF SOCIEDAD ANONIMA | 4.3M | 0.2% | 100.0K | 51.18 | +62.9% |
| unmapped CUSIP 165167180 | 3.5M | 0.2% | 40.7K | — | — |
| NXE NexGen Energy Ltd. | 3.1M | 0.2% | 467.0K | 10.86 | +68.1% |
| SPPP SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST | 622.6K | 0.0% | 70.0K | 14.87 | +25.9% |
| SLB SLB LIMITED/NV | 479.2K | 0.0% | 12.5K | 53.87 | +61.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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