| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLY FINANCIAL | 3,504,000 | 66,646,000 | 31.22% | ||
| 2 | CHENIERE ENERGY INC | 1,543,000 | 63,926,000 | 29.94% | ||
| 3 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 3,275,494 | 54,046,000 | 25.32% | ||
| 4 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 1,146,996 | 21,151,000 | 9.91% | ||
| 5 | CRESUD S A C I F Y A | 489,470 | 7,719,000 | 3.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-006059, filed 2017.02.13).
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.