What Glenorchy Capital Ltd reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2008506 · Filed Jul 29, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
| 3.2M | +40.2% | $2.3B | 86.2% | |
ISHARES TR20 YR TR BD ETFPut option | 2.4M | −1.8% | $206.5M | 7.6% |
ISHARES INC |
| 268.9K |
| +1.1% |
| $9.3M |
| 0.3% |
| 110.5K | ±0% | $8M | 0.3% |
VANECK ETF TRUSTGOLD MINERS ETF | 106.1K | −1.3% | $8M | 0.3% |
FROFrontline plc | 187.9K | +0.6% | $6.5M | 0.2% |
ISHARES INCMSCI CHILE ETF | 156.2K | +4.3% | $6.2M | 0.2% |
ISHARES TRCHINA SM-CAP ETF | 203.7K | +2.5% | $5.7M | 0.2% |
PAMPampa Energy Inc. | 65.7K | +2.1% | $5.4M | 0.2% |
YPFYPF Sociedad Anonima | 115.3K | +0.2% | $5.2M | 0.2% |
BBARBanco BBVA Argentina S.A. | 263.4K | +2.3% | $5.2M | 0.2% |
BMAMacro Bank Inc. | 49.9K | +3.7% | $4.6M | 0.2% |
FTITechnipFMC plc | 68.3K | −1.3% | $4.5M | 0.2% |
CEPUCentral Puerto S.A. | 298.8K | +1.0% | $4.4M | 0.2% |
INSWInternational Seaways, Inc. | 53.5K | +0.7% | $4.1M | 0.2% |
DHTDHT Holdings, Inc. | 240.5K | +2.1% | $4M | 0.1% |
TENTsakos Energy Navigation Ltd | 111.2K | +0.1% | $3.9M | 0.1% |
CRESYCresud Inc | 338.5K | +3.2% | $3.8M | 0.1% |
RIGTransocean Ltd. | 764.3K | +1.8% | $3.7M | 0.1% |
SSLSasol Ltd | 357.7K | +2.7% | $3.5M | 0.1% |
SBSWSibanye Stillwater Ltd | 380.5K | +0.6% | $3.2M | 0.1% |
SDRLSEADRILL Ltd | 82.3K | +1.0% | $3.1M | 0.1% |
NENoble Corp plc | 81.5K | −0.4% | $3M | 0.1% |
OIIOceaneering International Inc | 74.4K | +0.1% | $3M | 0.1% |
LXULSB Industries, Inc. | 266.9K | +4.8% | $2.9M | 0.1% |
BORRBorr Drilling Ltd | 612.2K | −0.4% | $2.5M | 0.1% |
BTUPeabody Energy Corp | 109.1K | +5.3% | $2.5M | 0.1% |
TNKTeekay Tankers Ltd. | 37.9K | +1.2% | $2.5M | 0.1% |
EQTEQT Corp | 42.8K | +1.9% | $2.3M | 0.1% |
WFRDWeatherford International plc | 27.9K | +1.1% | $2.3M | 0.1% |
CNXCNX Resources Corp | 66.8K | +1.9% | $2.3M | 0.1% |
VALValaris Ltd | 30K | −2.5% | $2.2M | 0.1% |
RRCRange Resources Corp | 57K | +1.3% | $2.1M | 0.1% |
STNGScorpio Tankers Inc. | 30.5K | +0.9% | $2.1M | 0.1% |
ARANTERO RESOURCES Corp | 59.6K | +1.0% | $2.1M | 0.1% |
IPIIntrepid Potash, Inc. | 61K | −0.4% | $2M | 0.1% |
ASCArdmore Shipping Corp | 135.8K | +2.1% | $1.9M | 0.1% |
GPRKGeoPark Ltd | 205.8K | +2.0% | $1.9M | 0.1% |
TDWTidewater Inc | 27.6K | +0.8% | $1.8M | 0.1% |
HLXHornbeck Offshore Services, Inc. | 210.1K | +1.1% | $1.8M | 0.1% |
XPROExpro Ltd | 115K | +2.7% | $1.7M | 0.1% |
ICLICL Group Ltd. | 340.6K | +2.7% | $1.7M | 0.1% |
SMHISEACOR Marine Holdings Inc. | 219.3K | +4.0% | $1.7M | 0.1% |
MOSMosaic Co | 78.6K | +6.1% | $1.7M | 0.1% |
CRKComstock Resources Inc | 102.9K | +6.8% | $1.5M | 0.1% |
CNRCore Natural Resources, Inc. | 18.8K | +4.0% | $1.5M | 0.1% |
EXEEXPAND ENERGY Corp | 14.7K | +7.1% | $1.3M | 0.1% |
ECOOkeanis Eco Tankers Corp. | 26.2K | −5.4% | $1.3M | 0.1% |
TGSGas Transporter of the South Inc | 42.9K | +3.5% | $1.3M | 0.1% |
BTIBritish American Tobacco p.l.c. | 18.7K | +4.1% | $1.2M | 0.1% |
ECEcopetrol S.A. | 77.1K | +6.1% | $1.1M | 0.1% |
BWLPBW LPG Ltd | 59.2K | +0.6% | $1M | 0.1% |
IRSIrsa Investments & Representations Inc | 66.7K | +5.0% | $1M | 0.1% |
SBLKStar Bulk Carriers Corp. | 40.2K | +3.9% | $1M | 0.1% |
PBRPetrobras - Petroleo Brasileiro SA | 59.3K | +2.9% | $958.7K | 0.1% |
TRMDTORM plc | 34.9K | +4.4% | $909.4K | 0.1% |
HAFNHafnia Ltd | 127.1K | +2.3% | $830.1K | 0.1% |
SMSM Energy Co | 29.7K | +5.0% | $774K | 0.1% |
CALMCal-Maine Foods Inc | 9K | +8.9% | $727.6K | 0.1% |
| 900 | ±0% | $672.1K | 0.1% |
WBWEIBO Corp | 77.5K | +13.1% | $562.6K | 0.1% |
GEOSGeospace Technologies Corp | 68.5K | −60.5% | $463.7K | 0.1% |
MNDOMind CTI Ltd | 160.5K | −5.4% | $165.3K | 0.1% |
| 15.7K | ±0% | $33K | 0.1% |
| 1K | New | $4.1K | 0.1% |
