| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 1,330,367 | 19,344,000 | 29.17% | ||
| 2 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 1,173,939 | 17,879,000 | 26.96% | ||
| 3 | PAMPA S SPONS LVL | 601,113 | 9,179,000 | 13.84% | ||
| 4 | WHITING PETE CORP NEW | 280,000 | 4,276,000 | 6.45% | ||
| 5 | COTERRA ENERGY INC | 164,000 | 3,585,000 | 5.41% | ||
| 6 | WESTLAKE CHEM CORP | 66,000 | 3,425,000 | 5.17% | ||
| 7 | RANGE RES CORP | 95,000 | 3,051,000 | 4.60% | ||
| 8 | CF INDS HLDGS INC | 52,500 | 2,357,000 | 3.55% | ||
| 9 | NATIONAL BK GREECE S A | 152,850 | 1,177,000 | 1.77% | ||
| 10 | TRANSPORTADORA DE GAS SUR SPON ADR B | 206,788 | 815,000 | 1.23% | ||
| 11 | BONANZA CREEK ENERGY INC | 180,000 | 733,000 | 1.11% | ||
| 12 | HARVEST NATURAL RESOURCES IN | 300,000 | 417,000 | 0.63% | ||
| 13 | POLYMET MINING CORP COM | 107,550 | 73,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-15-000903, filed 2015.11.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
