GLENORCHY CAPITAL LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 670K | $2.09M |
 | LOMA | 418K | $3.08M |
 | SBSW | 392K | $4.40M |
 | CRESY | 321K | $2.95M |
 | ICL | 309K | $1.92M |
 | CEPU | 309K | $2.48M |
 | GIFI | 278K | $1.95M |
 | BBAR | 262K | $2.18M |
 | DHT | 231K | $2.77M |
 | HLX | 194K | $1.27M |
 | CRK | 186K | $3.68M |
 | MNDO | 185K | $203.95K |
 | SMHI | 185K | $1.20M |
 | FRO | 184K | $4.18M |
 | GEOS | 182K | $3.46M |
 | GPRK | 177K | $1.13M |
 | ASC | 125K | $1.49M |
 | YPF | 120K | $2.92M |
 | XPRO | 104K | $1.24M |
 | BTU | 102K | $2.70M |
Transocean Ltd.
RIG
Shares Held
670K
Value
$2.09M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
418K
Value
$3.08M
Sibanye Stillwater Limited
SBSW
Shares Held
392K
Value
$4.40M
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria
CRESY
Shares Held
321K
Value
$2.95M
ICL Group Ltd
ICL
Shares Held
309K
Value
$1.92M
Central Puerto S.A.
CEPU
Shares Held
309K
Value
$2.48M
Gulf Island Fabrication, Inc.
GIFI
Shares Held
278K
Value
$1.95M
Banco BBVA Argentina S.A.
BBAR
Shares Held
262K
Value
$2.18M
DHT Holdings, Inc.
DHT
Shares Held
231K
Value
$2.77M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
194K
Value
$1.27M
Comstock Resources, Inc.
CRK
Shares Held
186K
Value
$3.68M
MIND C.T.I. Ltd
MNDO
Shares Held
185K
Value
$203.95K
SEACOR Marine Holdings Inc.
SMHI
Shares Held
185K
Value
$1.20M
Frontline Ltd.
FRO
Shares Held
184K
Value
$4.18M
Geospace Technologies Corporation
GEOS
Shares Held
182K
Value
$3.46M
GeoPark Limited
GPRK
Shares Held
177K
Value
$1.13M
Ardmore Shipping Corporation
ASC
Shares Held
125K
Value
$1.49M
YPF Sociedad Anónima
YPF
Shares Held
120K
Value
$2.92M
Expro Group Holdings N.V.
XPRO
Shares Held
104K
Value
$1.24M
Peabody Energy Corporation
BTU
Shares Held
102K
Value
$2.70M