GLENORCHY CAPITAL LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 692K | $2.86M |
 | BORR | 616K | $2.48M |
 | LOMA | 410K | $5.31M |
 | SBSW | 376K | $5.35M |
 | CRESY | 318K | $4.01M |
 | ICL | 309K | $1.77M |
 | CEPU | 291K | $5.10M |
 | BBAR | 249K | $4.50M |
 | DHT | 226K | $2.76M |
 | HLX | 200K | $1.26M |
 | SMHI | 193K | $1.16M |
 | GPRK | 187K | $1.39M |
 | CRK | 180K | $4.18M |
 | FRO | 179K | $3.90M |
 | MNDO | 173K | $199.45K |
 | GEOS | 171K | $2.89M |
 | ASC | 127K | $1.35M |
 | YPF | 114K | $4.11M |
 | XPRO | 106K | $1.41M |
 | HAFN | 99K | $527.48K |
Transocean Ltd.
RIG
Shares Held
692K
Value
$2.86M
Borr Drilling Limited
BORR
Shares Held
616K
Value
$2.48M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
410K
Value
$5.31M
Sibanye Stillwater Limited
SBSW
Shares Held
376K
Value
$5.35M
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria
CRESY
Shares Held
318K
Value
$4.01M
ICL Group Ltd
ICL
Shares Held
309K
Value
$1.77M
Central Puerto S.A.
CEPU
Shares Held
291K
Value
$5.10M
Banco BBVA Argentina S.A.
BBAR
Shares Held
249K
Value
$4.50M
DHT Holdings, Inc.
DHT
Shares Held
226K
Value
$2.76M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
200K
Value
$1.26M
SEACOR Marine Holdings Inc.
SMHI
Shares Held
193K
Value
$1.16M
GeoPark Limited
GPRK
Shares Held
187K
Value
$1.39M
Comstock Resources, Inc.
CRK
Shares Held
180K
Value
$4.18M
Frontline Ltd.
FRO
Shares Held
179K
Value
$3.90M
MIND C.T.I. Ltd
MNDO
Shares Held
173K
Value
$199.45K
Geospace Technologies Corporation
GEOS
Shares Held
171K
Value
$2.89M
Ardmore Shipping Corporation
ASC
Shares Held
127K
Value
$1.35M
YPF Sociedad Anónima
YPF
Shares Held
114K
Value
$4.11M
Expro Group Holdings N.V.
XPRO
Shares Held
106K
Value
$1.41M
Hafnia Limited
HAFN
Shares Held
99K
Value
$527.48K