Fund HoldingsAsia Research & Capital Management Ltd

Total Portfolio Value
$217.20M
Total Bought
$176.29M
Total Sold
$76.10M
Net Transaction
+$100.19M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CHESAPEAKE ENERGY CORP COM(EXE)240,5001,758,117+1,517,61719,767144,60566.58%+124,838
EQT CORP COM(EQT)01,248,833+1,248,833045,75721.07%+45,757
ALCOA CORP COM(AA)099,466+99,46603,8371.77%+3,837
FREEPORT-MCMORAN INC CL B(FCX)037,154+37,15401,8550.85%+1,855
SOUTHWESTERN ENERGY CO COM2,974,6052,974,605020,01921,1499.74%+1,130
FREEPORT-MCMORAN INC CL B(FCX)721,6590-721,65935,0730-35,073
TECK RESOURCES LTD CL B(TECK)856,5210-856,52141,0270-41,027
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