GLENORCHY CAPITAL LTD

PrivateCIK: 2008506
Location

BOOROLITE, C3

63
Positions
$2.71B
Total AUM (reported)
13.73M
Total Shares

Allocation by class

TOTAL AUM$2.71B63 positions
UNIT SER 1$2.34B86.2%
20 YR TR BD ETF$206.46M7.6%
COM$53.26M2.0%
SPONSORED ADR$17.65M0.7%
CL A$12.66M0.5%
SHS$12.40M0.5%
MSCI BRAZIL ETF$9.28M0.3%

Portfolio Concentration

Top 394.2%4–101.7%11–252.1%Rest2.0%TOP 1095.9%0%100%
Top 3$2.56B94.2%
4–10$46.39M1.7%
11–25$57.09M2.1%
Rest$55.22M2.0%

Top 3 weight

94.2%

Top 10 weight

95.9%

Voting Authority Distribution

Total shares with voting rights: 13.73M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.73M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares3.18M
TypeSH
Market value$2.34B
86.17%
Sole
0.00
Shared
0.00
None
3.18M

ISHARES TR

SOLE
20 YR TR BD ETF
Shares2.39M
TypeSH
Market value$206.46M
7.61%
Sole
0.00
Shared
0.00
None
2.39M

VALARIS LTD

SOLE
CL A
Shares140.53K
TypeSH
Market value$10.20M
0.38%
Sole
0.00
Shared
0.00
None
140.53K

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares268.88K
TypeSH
Market value$9.28M
0.34%
Sole
0.00
Shared
0.00
None
268.88K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares106.06K
TypeSH
Market value$8.00M
0.29%
Sole
0.00
Shared
0.00
None
106.06K

FRONTLINE PLC

SOLE
COM
Shares187.91K
TypeSH
Market value$6.54M
0.24%
Sole
0.00
Shared
0.00
None
187.91K

ISHARES INC

SOLE
MSCI CHILE ETF
Shares156.16K
TypeSH
Market value$6.20M
0.23%
Sole
0.00
Shared
0.00
None
156.16K

ISHARES TR

SOLE
CHINA SM-CAP ETF
Shares203.67K
TypeSH
Market value$5.74M
0.21%
Sole
0.00
Shared
0.00
None
203.67K

PAMPA ENERGIA SA

SOLE
SPONS ADR LVL I
Shares65.66K
TypeSH
Market value$5.39M
0.20%
Sole
0.00
Shared
0.00
None
65.66K

YPF SOCIEDAD ANONIMA

SOLE
SPON ADR CL D
Shares115.30K
TypeSH
Market value$5.24M
0.19%
Sole
0.00
Shared
0.00
None
115.30K

BANCO BBVA ARGENTINA S A

SOLE
SPONSORED ADS
Shares263.41K
TypeSH
Market value$5.17M
0.19%
Sole
0.00
Shared
0.00
None
263.41K

BANCO MACRO S A

SOLE
SPON ADR B
Shares49.88K
TypeSH
Market value$4.62M
0.17%
Sole
0.00
Shared
0.00
None
49.88K

TECHNIPFMC PLC

SOLE
COM
Shares68.31K
TypeSH
Market value$4.53M
0.17%
Sole
0.00
Shared
0.00
None
68.31K

CENTRAL PUERTO S A

SOLE
SPONSORED ADR
Shares298.81K
TypeSH
Market value$4.44M
0.16%
Sole
0.00
Shared
0.00
None
298.81K

INTERNATIONAL SEAWAYS INC

SOLE
COM
Shares53.54K
TypeSH
Market value$4.10M
0.15%
Sole
0.00
Shared
0.00
None
53.54K

DHT HOLDINGS INC

SOLE
SHS NEW
Shares240.46K
TypeSH
Market value$3.97M
0.15%
Sole
0.00
Shared
0.00
None
240.46K

TSAKOS ENERGY NAVIGATION LTD

SOLE
SHS
Shares111.18K
TypeSH
Market value$3.93M
0.14%
Sole
0.00
Shared
0.00
None
111.18K

CRESUD S A C I F Y A

SOLE
SPONSORED ADR
Shares338.52K
TypeSH
Market value$3.79M
0.14%
Sole
0.00
Shared
0.00
None
338.52K

TRANSOCEAN LTD

SOLE
REGISTERED SHS
Shares764.30K
TypeSH
Market value$3.74M
0.14%
Sole
0.00
Shared
0.00
None
764.30K

SASOL LTD

SOLE
SPONSORED ADR
Shares357.66K
TypeSH
Market value$3.51M
0.13%
Sole
0.00
Shared
0.00
None
357.66K

SIBANYE STILLWATER LTD

SOLE
SPONSORED ADR
Shares380.47K
TypeSH
Market value$3.23M
0.12%
Sole
0.00
Shared
0.00
None
380.47K

SEADRILL LTD

SOLE
COM
Shares82.32K
TypeSH
Market value$3.11M
0.11%
Sole
0.00
Shared
0.00
None
82.32K

NOBLE CORP PLC

SOLE
ORD SHS A
Shares81.52K
TypeSH
Market value$3.04M
0.11%
Sole
0.00
Shared
0.00
None
81.52K

OCEANEERING INTL INC

SOLE
COM
Shares74.35K
TypeSH
Market value$3.01M
0.11%
Sole
0.00
Shared
0.00
None
74.35K

LSB INDS INC

SOLE
COM
Shares266.88K
TypeSH
Market value$2.88M
0.11%
Sole
0.00
Shared
0.00
None
266.88K
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