Fund Holdings — Glenorchy Capital Ltd

Total Portfolio Value:
$160.16M
Total Bought:
$18.40M
Total Sold:
$12.97M
Net Transaction:
+$5.43M
Notable People:
Bradley Thomas Mcfadden
Securities
▲▼
SharesValue
Q1 2026
▲▼
Q2 2026
▲▼
Change
▲▼
Q1 2026
▲▼
Q2 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES INC266,027268,876+2,849$10.21M$9.28M5.79%-$936.5K
VANECK ETF TRUST
GOLD MINERS ETF
107,410106,062-1,348$9.86M$8.00M5.00%-$1.85M
Frontline plc(FRO)186,865187,906+1,041$6.51M$6.54M4.08%+$23.1K
ISHARES INC149,744156,160+6,416$5.95M$6.20M3.87%+$245.8K
ISHARES TR
CHINA SM-CAP ETF
198,622203,667+5,045$6.46M$5.74M3.58%-$721.9K
Pampa Energía S.A.(PAM)64,29765,655+1,358$5.69M$5.39M3.37%-$298.0K
YPF Sociedad Anónima(YPF)115,113115,298+185$5.32M$5.24M3.27%-$77.9K
BANCO BBVA ARGENTINA S A257,507263,410+5,903$4.14M$5.17M3.23%+$1.03M
Banco Macro S.A.(BMA)48,11249,879+1,767$3.72M$4.62M2.88%+$895.9K
TechnipFMC plc(FTI)69,23668,312-924$4.79M$4.53M2.83%-$257.2K
Central Puerto S.A.(CEPU)295,779298,810+3,031$4.98M$4.44M2.77%-$537.6K
International Seaways, Inc.(INSW)53,18053,538+358$3.88M$4.10M2.56%+$224.7K
DHT Holdings, Inc.(DHT)235,427240,458+5,031$4.30M$3.97M2.48%-$326.5K
Tsakos Energy Navigation Limited(TEN)111,018111,180+162$4.38M$3.93M2.46%-$448.3K
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria(CRESY)328,160338,520+10,360$4.17M$3.79M2.37%-$379.4K
Transocean Ltd.(RIG)750,502764,300+13,798$4.98M$3.74M2.33%-$1.24M
Sasol Limited(SSL)348,220357,657+9,437$4.51M$3.51M2.19%-$1.00M
Sibanye Stillwater Limited(SBSW)378,082380,466+2,384$4.66M$3.23M2.02%-$1.43M
Seadrill Limited(SDRL)81,47782,323+846$3.71M$3.11M1.94%-$593.7K
Noble Corporation plc(NE)81,83981,516-323$4.02M$3.04M1.90%-$975.3K
Oceaneering International, Inc.(OII)74,26574,354+89$2.63M$3.01M1.88%+$378.6K
LSB INDS INC254,766266,876+12,110$3.80M$2.88M1.80%-$911.1K
Borr Drilling Limited(BORR)614,531612,198-2,333$3.55M$2.53M1.58%-$1.02M
Peabody Energy Corporation(BTU)103,652109,113+5,461$3.42M$2.52M1.58%-$892.7K
Teekay Tankers Ltd.(TNK)37,50137,937+436$2.75M$2.46M1.54%-$288.6K
EQT Corporation(EQT)42,02542,831+806$2.67M$2.28M1.42%-$397.2K
Weatherford International plc(WFRD)27,58227,889+307$2.61M$2.27M1.42%-$335.8K
CNX Resources Corporation(CNX)65,55566,807+1,252$2.53M$2.27M1.42%-$260.4K
Valaris Limited(VAL)30,81330,034-779$3.02M$2.18M1.36%-$840.4K
Range Resources Corporation(RRC)56,25756,989+732$2.54M$2.12M1.32%-$422.3K
Scorpio Tankers Inc.(STNG)30,25430,521+267$2.26M$2.11M1.32%-$144.9K
Antero Resources Corporation(AR)59,00459,607+603$2.50M$2.09M1.31%-$409.5K
INTREPID POTASH INC61,23561,006-229$2.62M$2.00M1.25%-$619.2K
ARDMORE SHIPPING CORP133,016135,775+2,759$2.03M$1.90M1.19%-$126.3K
GEOPARK LTD201,826205,785+3,959$1.92M$1.87M1.17%-$44.7K
Tidewater Inc.(TDW)27,38127,609+228$2.29M$1.84M1.15%-$448.0K
Hornbeck Offshore Services, Inc(HOS)207,774210,068+2,294$2.05M$1.84M1.15%-$218.9K
EXPRO GROUP HOLDINGS NV111,910114,969+3,059$1.95M$1.70M1.06%-$250.3K
ICL Group Ltd(ICL)331,637340,574+8,937$1.72M$1.70M1.06%-$21.8K
SEACOR MARINE HLDGS INC210,927219,261+8,334$1.51M$1.68M1.05%+$167.1K
The Mosaic Company(MOS)74,10378,625+4,522$1.89M$1.67M1.04%-$223.6K
Comstock Resources, Inc.(CRK)96,378102,948+6,570$2.03M$1.54M0.96%-$495.7K
Core Natural Resources, Inc.(CNR)18,11818,837+719$1.90M$1.51M0.94%-$390.1K
Expand Energy Corporation(EXE)13,71914,697+978$1.51M$1.34M0.84%-$165.8K
OKEANIS ECO TANKERS COR
SHS
27,70626,198-1,508$1.44M$1.29M0.81%-$145.5K
Transportadora de Gas del Sur S.A.(TGS)41,46042,920+1,460$1.43M$1.28M0.80%-$158.9K
British American Tobacco p.l.c.(BTI)17,91718,660+743$1.05M$1.15M0.72%+$104.8K
Ecopetrol S.A.(EC)72,70077,125+4,425$1.09M$1.10M0.69%+$8.5K
BW LPG Limited(BWLP)58,88359,240+357$1.04M$1.03M0.64%-$8.5K
IRSA Inversiones y Representaciones Sociedad Anónima(IRS)63,54766,697+3,150$1.03M$1.03M0.64%-$295
Star Bulk Carriers Corp.(SBLK)38,74640,242+1,496$890.0K$1.00M0.63%+$114.8K
Petróleo Brasileiro S.A. - Petrobras(PBR)57,67859,324+1,646$1.20M$958.7K0.60%-$238.1K
TORM plc(TRMD)33,42734,898+1,471$932.6K$909.4K0.57%-$23.2K
Hafnia Limited(HAFN)124,253127,066+2,813$956.9K$830.1K0.52%-$126.8K
SM Energy Company(SM)28,24929,653+1,404$880.8K$774.0K0.48%-$106.9K
Cal-Maine Foods, Inc.(CALM)8,2929,031+739$656.4K$727.6K0.45%+$71.2K
Weibo Corporation(WB)68,50277,498+8,996$599.4K$562.6K0.35%-$36.8K
GEOSPACE TECHNOLOGIES CORP173,33968,488-104,851$2.11M$463.7K0.29%-$1.65M
MIND C T I LTD
ORD
169,621160,513-9,108$195.1K$165.3K0.10%-$29.7K
Enel Chile S.A.(ENIC)14,5590-14,559$57.4K$0—-$57.4K
ISHARES TR1,1180-1,118$730.3K$0—-$730.3K
LOMA NEGRA C I A S A MTN 14432,0650-432,065$4.79M$0—-$4.79M
Page 1 of 1
Glenorchy Capital Ltd — 13F Holdings — Q2 2026 | TickerTrail