Q2 2022 Holdings
Filed 2022-08-15 | 9 holdings | $229.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cenovus Energy Inc(CVE) | COM | 15135U109 | $62.1K | 3,265,057 | 27.1% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $42.7K | 724,592 | 18.6% |
| Halliburton Co(HAL) | COM | 406216101 | $42.3K | 1,349,970 | 18.5% |
| Sociedad Quimica Y Minera de(SQM) | SPON ADR SER B | 833635105 | $28.8K | 345,000 | 12.6% |
| Renew Energy Global PLC(RNW) | CL A SHS | G7500M104 | $17.8K | 2,751,186 | 7.8% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C130 | $15.4K | 445,000 | 6.7% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $8.7K | 140,000 | 3.8% |
| PBF Energy Inc(PBF) | CL A | 69318G106 | $8.0K | 275,000 | 3.5% |
| Propertyguru Group LTD | ORD SHS | G7258M108 | $3.7K | 822,257 | 1.6% |