EdgeMarket › What Glenorchy Capital Ltd reported owning
What Glenorchy Capital Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, 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
1.7BPositions
67Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EWZ iShares MSCI Brazil ETF | 10.2M | 0.6% | 266.0K | 35.06 | +26.6% |
| GDX VanEck Gold Miners ETF | 9.9M | 0.6% | 107.4K | 102.83 | +76.3% |
| FRO Frontline plc | 6.5M | 0.4% | 186.9K | 43.67 | +129.4% |
| ECNS iShares MSCI China Small-Cap ETF | 6.5M | 0.4% | 198.6K | 29.37 | -21.3% |
| ECH iShares MSCI Chile ETF | 6.0M | 0.3% | 149.7K | 41.44 | +29.3% |
| PAM Pampa Energy Inc. | 5.7M | 0.3% | 64.3K | 79.52 | +12.1% |
| YPF YPF SOCIEDAD ANONIMA | 5.3M | 0.3% | 115.1K | 51.18 | +62.9% |
| CEPU CENTRAL PUERTO S.A. | 5.0M | 0.3% | 295.8K | 12.98 | +18.2% |
| RIG Transocean Ltd. | 5.0M | 0.3% | 750.5K | 5.92 | +111.4% |
| LOMA Loma Negra Compania Industrial Argentina Socie | 4.8M | 0.3% | 432.1K | 9.31 | -8.5% |
| FTI TechnipFMC plc | 4.8M | 0.3% | 69.2K | 77.45 | +122.8% |
| SBSW Sibanye Stillwater Ltd | 4.7M | 0.3% | 378.1K | 12.58 | +57.6% |
| SSL SASOL LTD | 4.5M | 0.3% | 348.2K | 12.49 | +109.6% |
| TEN TSAKOS ENERGY NAVIGATION LTD | 4.4M | 0.3% | 111.0K | 42.71 | +110.6% |
| DHT DHT Holdings, Inc. | 4.3M | 0.3% | 235.4K | 19.82 | +80.7% |
| CRESY CRESUD INC | 4.2M | 0.2% | 328.2K | 11.17 | +4.8% |
| BBAR Banco BBVA Argentina S.A. | 4.1M | 0.2% | 257.5K | 14.05 | -5.9% |
| NE Noble Corp plc | 4.0M | 0.2% | 81.8K | 46.27 | +73.9% |
| INSW International Seaways, Inc. | 3.9M | 0.2% | 53.2K | 99.52 | +135.6% |
| LXU LSB INDUSTRIES, INC. | 3.8M | 0.2% | 254.8K | 11.12 | +42.9% |
| BMA Macro Bank Inc. | 3.7M | 0.2% | 48.1K | 72.84 | +9.5% |
| SDRL SEADRILL Ltd | 3.7M | 0.2% | 81.5K | 47.29 | +62.0% |
| BORR Borr Drilling Ltd | 3.5M | 0.2% | 614.5K | 4.50 | +89.1% |
| BTU PEABODY ENERGY CORP | 3.4M | 0.2% | 103.7K | 27.61 | +72.6% |
| VAL Valaris Ltd | 3.0M | 0.2% | 30.8K | 87.76 | +94.9% |
| TNK TEEKAY TANKERS LTD. | 2.7M | 0.2% | 37.5K | 91.02 | +104.1% |
| EQT EQT Corp | 2.7M | 0.2% | 42.0K | 53.72 | +4.6% |
| OII OCEANEERING INTERNATIONAL INC | 2.6M | 0.2% | 74.3K | 53.00 | +135.1% |
| IPI Intrepid Potash, Inc. | 2.6M | 0.2% | 61.2K | 38.98 | +41.3% |
| WFRD Weatherford International plc | 2.6M | 0.2% | 27.6K | 90.51 | +60.6% |
| RRC RANGE RESOURCES CORP | 2.5M | 0.1% | 56.3K | 41.06 | +24.1% |
| CNX CNX Resources Corp | 2.5M | 0.1% | 65.6K | 36.36 | +28.3% |
| AR ANTERO RESOURCES Corp | 2.5M | 0.1% | 59.0K | 37.94 | +24.1% |
| TDW TIDEWATER INC | 2.3M | 0.1% | 27.4K | 95.25 | +70.4% |
| STNG Scorpio Tankers Inc. | 2.3M | 0.1% | 30.3K | 78.49 | +69.7% |
| GEOS GEOSPACE TECHNOLOGIES CORP | 2.1M | 0.1% | 173.3K | 5.51 | -68.2% |
| HLX HELIX ENERGY SOLUTIONS GROUP INC | 2.1M | 0.1% | 207.8K | 10.35 | +81.6% |
| CRK COMSTOCK RESOURCES INC | 2.0M | 0.1% | 96.4K | 14.22 | -7.7% |
| ASC Ardmore Shipping Corp | 2.0M | 0.1% | 133.0K | 18.40 | +67.6% |
| XPRO Expro Ltd | 1.9M | 0.1% | 111.9K | 18.22 | +62.2% |
| GPRK GeoPark Ltd | 1.9M | 0.1% | 201.8K | 9.79 | +54.7% |
| CNR Core Natural Resources, Inc. | 1.9M | 0.1% | 18.1K | 95.13 | +37.2% |
| MOS MOSAIC CO | 1.9M | 0.1% | 74.1K | 24.41 | -24.8% |
| ICL ICL Group Ltd. | 1.7M | 0.1% | 331.6K | 5.80 | -6.6% |
| SMHI SEACOR Marine Holdings Inc. | 1.5M | 0.1% | 210.9K | 9.96 | +64.1% |
| EXE EXPAND ENERGY Corp | 1.5M | 0.1% | 13.7K | 96.09 | +2.2% |
| ECO Okeanis Eco Tankers Corp. | 1.4M | 0.1% | 27.7K | 64.71 | +148.9% |
| TGS GAS TRANSPORTER OF THE SOUTH INC | 1.4M | 0.1% | 41.5K | 28.10 | +3.2% |
| PBR PETROBRAS - PETROLEO BRASILEIRO SA | 1.2M | 0.1% | 57.7K | 19.15 | +60.7% |
| EC ECOPETROL S.A. | 1.1M | 0.1% | 72.7K | 17.53 | +96.5% |
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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