| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PAMPA S SPONS LVL | 953,707 | 33,199,000 | 21.09% | ||
| 2 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 1,515,567 | 27,947,000 | 17.76% | ||
| 3 | CF INDS HLDGS INC | 402,500 | 12,671,000 | 8.05% | ||
| 4 | CRESUD S A C I F Y A | 591,295 | 9,325,000 | 5.92% | ||
| 5 | SM ENERGY CO | 225,000 | 7,758,000 | 4.93% | ||
| 6 | U S SILICA HLDGS INC COM | 132,571 | 7,514,000 | 4.77% | ||
| 7 | ANADARKO PETR | 100,000 | 6,973,000 | 4.43% | ||
| 8 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 337,561 | 5,570,000 | 3.54% | ||
| 9 | RSP PERMIAN INC COM | 112,000 | 4,997,000 | 3.17% | ||
| 10 | PARSLEY ENERGY CLA A | 140,000 | 4,934,000 | 3.13% | ||
| 11 | CALLON PETE CO DEL | 320,000 | 4,918,000 | 3.12% | ||
| 12 | DIAMONDBACK ENERGY | 48,000 | 4,851,000 | 3.08% | ||
| 13 | NEWFIELD EXPLOR | 112,000 | 4,536,000 | 2.88% | ||
| 14 | COTERRA ENERGY INC | 164,000 | 3,831,000 | 2.43% | ||
| 15 | ADECOAGRO S A | 332,432 | 3,451,000 | 2.19% | ||
| 16 | WHITING PETE CORP NEW | 280,000 | 3,366,000 | 2.14% | ||
| 17 | CONTINENTAL RESOURE | 59,000 | 3,041,000 | 1.93% | ||
| 18 | RESOLUTE ENERGY | 50,000 | 2,060,000 | 1.31% | ||
| 19 | Baytex Energy Corp | 391,500 | 1,911,000 | 1.21% | ||
| 20 | TRANSPORTADORA DE GAS SUR SPON ADR B | 206,788 | 1,865,000 | 1.18% | ||
| 21 | GeoPark Ltd | 377,956 | 1,629,000 | 1.03% | ||
| 22 | HARVEST NATURAL RESOURCES IN | 136,523 | 844,000 | 0.54% | ||
| 23 | PETROBRAS ARGENTINA S A | 18,113 | 127,000 | 0.08% | ||
| 24 | POLYMET MINING CORP COM | 107,550 | 80,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-17-000150, filed 2017.02.14).
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.
