| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | POLYMET MINING CORP | 107,550 | 80,000 | 0.04% | ||
| 2 | PETROBRAS ARGENTINA S A | 34,918 | 386,000 | 0.19% | ||
| 3 | HARVEST NATURAL RESOURCES IN | 136,523 | 907,000 | 0.44% | ||
| 4 | BAYTEX ENERGY CORP | 391,500 | 1,339,000 | 0.66% | ||
| 5 | BILL BARRETT CP | 400,000 | 1,820,000 | 0.89% | ||
| 6 | CONTINENTAL RESOURE | 59,000 | 2,680,000 | 1.31% | ||
| 7 | TRANSPORTADORA DE GAS SUR | 206,788 | 2,941,000 | 1.44% | ||
| 8 | CABOT OIL & GAS CORP | 144,000 | 3,443,000 | 1.69% | ||
| 9 | ADECOAGRO S A | 332,432 | 3,810,000 | 1.87% | ||
| 10 | SMART SAND INC COM | 242,800 | 3,946,000 | 1.93% | ||
| 11 | CARRIZO OIL & GAS INC | 140,000 | 4,012,000 | 1.97% | ||
| 12 | CALLON PETE CO DEL | 320,000 | 4,211,000 | 2.06% | ||
| 13 | OASIS PETE INC NEW | 320,000 | 4,563,000 | 2.24% | ||
| 14 | RSP PERMIAN INC COM | 112,000 | 4,640,000 | 2.27% | ||
| 15 | DIAMONDBACK ENERGY INC | 48,000 | 4,978,000 | 2.44% | ||
| 16 | RESOLUTE ENERGY | 127,000 | 5,131,000 | 2.51% | ||
| 17 | GEOPARK LTD | 810,952 | 5,823,000 | 2.85% | ||
| 18 | ANADARKO PETE CORP | 100,000 | 6,200,000 | 3.04% | ||
| 19 | SM ENERGY CO | 375,000 | 9,008,000 | 4.41% | ||
| 20 | CF INDS HLDGS INC | 402,500 | 11,813,000 | 5.79% | ||
| 21 | CRESUD S A C I F Y A | 591,295 | 11,867,000 | 5.82% | ||
| 22 | U S SILICA HLDGS INC | 332,571 | 15,960,000 | 7.82% | ||
| 23 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 1,515,567 | 37,147,000 | 18.21% | ||
| 24 | PAMPA S SPONS LVL | 1,057,467 | 57,336,000 | 28.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-17-000439, filed 2017.05.15).
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.
