| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLY FINANCIAL | 3,504,000 | 65,595,000 | 38.48% | ||
| 2 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 2,759,494 | 49,340,000 | 28.94% | ||
| 3 | CHENIERE ENERGY INC | 967,000 | 32,714,000 | 19.19% | ||
| 4 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 1,146,996 | 17,159,000 | 10.07% | ||
| 5 | CRESUD S A C I F Y A | 485,711 | 5,654,000 | 3.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-064957, filed 2016.05.13).
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.
