Investor
Glenorchy Capital Ltd
CIK 0002008506 · filed 2026-05-14 · SEC filing
13F book
$1.72B
Positions
62
6 new · 3 sold
Largest name
0.6%
Ishares Inc
Est. mark
$24.9M
Price effect on 56 names still held. Flow $6.32M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Inc | — | 266K | $10.2M | 0.6% | $1.73M | Added$1.9M |
| Vaneck Etf Trust | — | 107.4K | $9.86M | 0.6% | $644.4K | Cut$433.7K |
| Frontline Plc | FRO | 186.9K | $6.51M | 0.4% | $2.33M | Added$2.61M |
| Ishares Tr | — | 198.6K | $6.46M | 0.4% | −$46.8K | Added$391K |
| Ishares Inc | — | 149.7K | $5.95M | 0.3% | — | New |
| Pampa Energia S A | — | 64.3K | $5.69M | 0.3% | −$637 | Added$218.3K |
| Ypf Sociedad Anonima | YPF | 115.1K | $5.32M | 0.3% | $1.14M | Added$1.22M |
| Central Puerto S.A. | CEPU | 295.8K | $4.98M | 0.3% | −$195.2K | Added−$120.2K |
| Transocean Ltd. | RIG | 750.5K | $4.98M | 0.3% | $1.73M | Added$2.12M |
| Loma Negra C I A S A Mtn 14 | — | 432.1K | $4.79M | 0.3% | −$762.4K | Added−$516.2K |
| TechnipFMC PLC | FTI | 69.2K | $4.79M | 0.3% | $1.7M | Cut$1.65M |
| Sibanye Stillwater Ltd | — | 378.1K | $4.66M | 0.3% | −$725.1K | Added−$696K |
| Sasol Ltd | — | 348.2K | $4.51M | 0.3% | — | New |
| Tsakos Energy Navigation Ltd | — | 111K | $4.38M | 0.3% | $1.79M | Added$2.02M |
| DHT Holdings, Inc. | DHT | 235.4K | $4.3M | 0.3% | $1.37M | Added$1.55M |
| Cresud S A C I F Y A | — | 328.2K | $4.17M | 0.2% | $28.6K | Added$162.3K |
| Banco BBVA Argentina S.A. | BBAR | 257.5K | $4.14M | 0.2% | −$500.2K | Added−$361.4K |
| Noble Corp Plc | — | 81.8K | $4.02M | 0.2% | $1.6M | Added$1.85M |
| International Seaways, Inc. | INSW | 53.2K | $3.88M | 0.2% | $1.22M | Added$1.45M |
| Lsb Inds Inc | — | 254.8K | $3.8M | 0.2% | — | New |
| Banco Macro Sa | — | 48.1K | $3.72M | 0.2% | −$589.6K | Added−$434K |
| Seadrill Ltd | SDRL | 81.5K | $3.71M | 0.2% | — | New |
| Borr Drilling Ltd | BORR | 614.5K | $3.55M | 0.2% | $1.07M | Cut$1.06M |
| Peabody Energy Corp | BTU | 103.7K | $3.42M | 0.2% | $320.8K | Added$483.9K |
| Valaris Ltd | — | 30.8K | $3.02M | 0.2% | $1.47M | Added$1.47M |
| Teekay Tankers Ltd. | TNK | 37.5K | $2.75M | 0.2% | $735.1K | Added$776.4K |
| Eqt Corp | EQT | 42K | $2.67M | 0.2% | $412.8K | Added$470.6K |
| Oceaneering Intl Inc | — | 74.3K | $2.63M | 0.2% | $835.1K | Added$880.1K |
| Intrepid Potash, Inc. | IPI | 61.2K | $2.62M | 0.2% | $887.8K | Added$982.1K |
| Weatherford Intl Plc | — | 27.6K | $2.61M | 0.2% | $443.3K | Added$483K |
| Range Res Corp | — | 56.3K | $2.54M | 0.1% | $542.9K | Added$611.8K |
| Cnx Res Corp | — | 65.6K | $2.53M | 0.1% | $114.3K | Added$165.9K |
| Antero Resources Corp | AR | 59K | $2.5M | 0.1% | $455.7K | Added$536.5K |
| Tidewater Inc New | — | 27.4K | $2.29M | 0.1% | $866.9K | Added$962.4K |
| Scorpio Tankers Inc. | STNG | 30.3K | $2.26M | 0.1% | $693.9K | Added$778.8K |
| Geospace Technologies Corp | GEOS | 173.3K | $2.11M | 0.1% | −$805.4K | Added−$776.8K |
| Helix Energy Solutions Grp I | — | 207.8K | $2.05M | 0.1% | $725.1K | Added$798.9K |
| Comstock Res Inc | — | 96.4K | $2.03M | 0.1% | −$202.4K | Cut−$2.15M |
| Ardmore Shipping Corp | ASC | 133K | $2.03M | 0.1% | $592.2K | Added$682.8K |
| Expro Group Holdings Nv | — | 111.9K | $1.95M | 0.1% | $429.7K | Added$535.4K |
| Geopark Ltd | GPRK | 201.8K | $1.92M | 0.1% | $391.7K | Added$528.5K |
| Core Natural Resources, Inc. | CNR | 18.1K | $1.9M | 0.1% | $275.4K | Added$394.6K |
| Mosaic Co New | MOS | 74.1K | $1.89M | 0.1% | $87.4K | Added$396.5K |
| ICL Group Ltd. | ICL | 331.6K | $1.72M | 0.1% | −$164K | Added−$49K |
| Seacor Marine Hldgs Inc | — | 210.9K | $1.51M | 0.1% | $219.8K | Added$349.6K |
| EXPAND ENERGY Corp | EXE | 13.7K | $1.51M | 0.1% | −$7.96K | Cut−$1.17M |
| Okeanis Eco Tankers Cor | — | 27.7K | $1.44M | 0.1% | $454.3K | Added$602.1K |
| Transportadora De Gas Sur | — | 41.5K | $1.43M | 0.1% | $134.7K | Added$244.9K |
| Petroleo Brasileiro Sa Petro | — | 57.7K | $1.2M | 0.1% | $419.7K | Added$638K |
| Ecopetrol S.A. | EC | 72.7K | $1.09M | 0.1% | $310.6K | Added$463.7K |
| British Amern Tob Plc | — | 17.9K | $1.05M | 0.1% | $28.5K | Added$176.8K |
| Bw Lpg Ltd | BWLP | 58.9K | $1.04M | 0.1% | $228.7K | Added$388.4K |
| Irsa Inversiones Y Rep S A | — | 63.5K | $1.03M | 0.1% | −$17.7K | Added$143.6K |
| Hafnia Ltd | HAFN | 124.3K | $956.9K | 0.1% | $234.7K | Added$429.4K |
| Torm Plc | TRMD | 33.4K | $932.6K | 0.1% | $230.1K | Added$391.1K |
| Star Bulk Carriers Corp. | SBLK | 38.7K | $890K | 0.1% | $113.7K | Added$307.3K |
| SM Energy Co | SM | 28.2K | $880.8K | 0.1% | — | New |
| Ishares Tr | — | 1.12K | $730.3K | 0.0% | −$35.5K | Held |
| Cal-Maine Foods Inc | CALM | 8.29K | $656.4K | 0.0% | −$1.82K | Added$309.4K |
| Weibo Corp | — | 68.5K | $599.4K | 0.0% | −$57.1K | Added$202.6K |
| Mind C T I Ltd | — | 169.6K | $195.1K | 0.0% | −$0 | Cut−$4.39K |
| Enel Chile S.A. | ENIC | 14.6K | $57.4K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.