GLENORCHY CAPITAL LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 751K | $4.98M |
 | BORR | 615K | $3.55M |
 | LOMA | 432K | $4.79M |
 | SBSW | 378K | $4.66M |
 | SSL | 348K | $4.51M |
 | ICL | 332K | $1.72M |
 | CRESY | 328K | $4.17M |
 | CEPU | 296K | $4.98M |
 | BBAR | 258K | $4.14M |
 | LXU | 255K | $3.80M |
 | DHT | 235K | $4.30M |
 | SMHI | 211K | $1.51M |
 | HLX | 208K | $2.05M |
 | GPRK | 202K | $1.92M |
 | FRO | 187K | $6.51M |
 | GEOS | 173K | $2.11M |
 | MNDO | 170K | $195.06K |
 | ASC | 133K | $2.03M |
 | HAFN | 124K | $956.89K |
 | YPF | 115K | $5.32M |
Transocean Ltd.
RIG
Shares Held
751K
Value
$4.98M
Borr Drilling Limited
BORR
Shares Held
615K
Value
$3.55M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
432K
Value
$4.79M
Sibanye Stillwater Limited
SBSW
Shares Held
378K
Value
$4.66M
Sasol Limited
SSL
Shares Held
348K
Value
$4.51M
ICL Group Ltd
ICL
Shares Held
332K
Value
$1.72M
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria
CRESY
Shares Held
328K
Value
$4.17M
Central Puerto S.A.
CEPU
Shares Held
296K
Value
$4.98M
Banco BBVA Argentina S.A.
BBAR
Shares Held
258K
Value
$4.14M
LSB Industries, Inc.
LXU
Shares Held
255K
Value
$3.80M
DHT Holdings, Inc.
DHT
Shares Held
235K
Value
$4.30M
SEACOR Marine Holdings Inc.
SMHI
Shares Held
211K
Value
$1.51M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
208K
Value
$2.05M
GeoPark Limited
GPRK
Shares Held
202K
Value
$1.92M
Frontline Plc
FRO
Shares Held
187K
Value
$6.51M
Geospace Technologies Corporation
GEOS
Shares Held
173K
Value
$2.11M
MIND C.T.I. Ltd
MNDO
Shares Held
170K
Value
$195.06K
Ardmore Shipping Corporation
ASC
Shares Held
133K
Value
$2.03M
Hafnia Limited
HAFN
Shares Held
124K
Value
$956.89K
YPF Sociedad Anónima
YPF
Shares Held
115K
Value
$5.32M