| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLY FINANCIAL | 3,504,000 | 78,595,000 | 22.81% | ||
| 2 | MANITOWOC INC COM | 3,645,349 | 71,449,000 | 20.74% | ||
| 3 | CHENIERE ENERGY INC | 960,900 | 66,552,000 | 19.31% | ||
| 4 | ANTERO RESOURCE CORP | 1,291,733 | 44,358,000 | 12.87% | ||
| 5 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 1,403,494 | 38,498,000 | 11.17% | ||
| 6 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 1,146,996 | 20,589,000 | 5.98% | ||
| 7 | KERYX BIOPHARMACEUTICALS INCORPORATED | 1,605,800 | 16,026,000 | 4.65% | ||
| 8 | CRESUD S A C I F Y A | 485,711 | 6,324,000 | 1.84% | ||
| 9 | ARDELYX INC COM | 136,866 | 2,186,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031633, filed 2015.08.13).
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.
