Glenorchy Capital Ltd

13F filer · CIK 0002008506

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$2.71BU.S. long equity reported on 13F

Positions550 new · 2 closed

Net flow last quarter-$3.47MBuys minus sells

Top 10 positions weight1.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202655 positions
FROFrontline plc	$6.54M	0.24%	0.08%	+0.6%	Q4 2023
PAMPampa Energy Inc.	$5.39M	0.20%	0.00%	+2.1%	Q4 2023
YPFYpf Sociedad Anonima	$5.24M	0.19%	0.03%	+0.2%	Q4 2023
BBARBanco BBVA Argentina S.A.	$5.17M	0.19%	0.04%	+2.3%	Q4 2023
BMAMacro Bank Inc.	$4.62M	0.17%	0.01%	+3.7%	Q4 2023
FTITechnipFMC plc	$4.53M	0.17%	0.02%	-1.3%	Q4 2023
CEPUCentral Puerto S.A.	$4.44M	0.16%	0.02%	+1.0%	Q4 2023
INSWInternational Seaways, Inc.	$4.1M	0.15%	0.11%	+0.7%	Q4 2023
DHTDHT Holdings, Inc.	$3.97M	0.15%	0.15%	+2.1%	Q4 2023
TENTsakos Energy Navigation Ltd	$3.93M	0.14%	0.37%	+0.2%	Q4 2023
CRESYCresud Inc	$3.79M	0.14%	0.05%	+3.2%	Q4 2023
RIGTransocean Ltd.	$3.74M	0.14%	0.07%	+1.8%	Q4 2023
SSLSasol Ltd	$3.51M	0.13%	Not reported	+2.7%	Q1 2026
SBSWSibanye Stillwater Ltd	$3.23M	0.12%	0.01%	+0.6%	Q3 2024
SDRLSEADRILL Ltd	$3.11M	0.11%	0.13%	+1.0%	Q1 2026
NENoble Corp plc	$3.04M	0.11%	0.05%	-0.4%	Q4 2023
OIIOceaneering International Inc	$3.01M	0.11%	0.07%	+0.1%	Q4 2023
LXULSB Industries, Inc.	$2.88M	0.11%	0.37%	+4.8%	Q1 2026
BORRBorr Drilling Ltd	$2.53M	0.09%	0.20%	-0.4%	Q4 2025
BTUPeabody Energy Corp	$2.52M	0.09%	0.09%	+5.3%	Q4 2023
TNKTeekay Tankers Ltd.	$2.46M	0.09%	0.36%	+1.2%	Q4 2023
EQTEQT Corp	$2.28M	0.08%	0.01%	+1.9%	Q4 2023
WFRDWeatherford International plc	$2.27M	0.08%	0.04%	+1.1%	Q4 2025
CNXCNX Resources Corp	$2.27M	0.08%	0.04%	+1.9%	Q4 2023
VALValaris Ltd	$2.18M	0.08%	0.04%	-2.5%	Q4 2023
RRCRange Resources Corp	$2.12M	0.08%	0.02%	+1.3%	Q4 2023
STNGScorpio Tankers Inc.	$2.11M	0.08%	0.06%	+0.9%	Q4 2023
ARANTERO RESOURCES Corp	$2.09M	0.08%	0.02%	+1.0%	Q4 2023
IPIIntrepid Potash, Inc.	$2M	0.07%	0.46%	-0.4%	Q4 2023
ASCArdmore Shipping Corp	$1.9M	0.07%	0.33%	+2.1%	Q4 2023
GPRKGeoPark Ltd	$1.87M	0.07%	0.40%	+2.0%	Q4 2024
TDWTidewater Inc	$1.84M	0.07%	0.06%	+0.8%	Q4 2023
HOSHornbeck Offshore Services Inc	$1.84M	0.07%	0.53%	+1.1%	Q4 2023
XPROExpro Ltd	$1.7M	0.06%	Not reported	+2.7%	Q4 2023
ICLICL Group Ltd.	$1.7M	0.06%	0.03%	+2.7%	Q4 2023
SMHISEACOR Marine Holdings Inc.	$1.68M	0.06%	0.81%	+4.0%	Q3 2024
MOSMosaic Co	$1.67M	0.06%	0.02%	+6.1%	Q4 2023
CRKComstock Resources Inc	$1.54M	0.06%	0.04%	+6.8%	Q4 2023
CNRCore Natural Resources, Inc.	$1.51M	0.06%	0.04%	+4.0%	Q1 2025
EXEEXPAND ENERGY Corp	$1.34M	0.05%	0.01%	+7.1%	Q4 2023
ECOOkeanis Eco Tankers Corp.	$1.29M	0.05%	0.07%	-5.4%	Q4 2023
TGSGas Transporter of the South Inc	$1.28M	0.05%	0.01%	+3.5%	Q4 2023
BTIBritish American Tobacco p.l.c.	$1.15M	0.04%	0.00%	+4.2%	Q4 2023
ECEcopetrol S.A.	$1.1M	0.04%	0.00%	+6.1%	Q4 2023
BWLPBW LPG Ltd	$1.03M	0.04%	0.04%	+0.6%	Q3 2024
IRSIrsa Investments & Representations Inc	$1.03M	0.04%	0.01%	+5.0%	Q4 2023
SBLKStar Bulk Carriers Corp.	$1M	0.04%	0.04%	+3.9%	Q2 2024
PBRPetrobras - Petroleo Brasileiro SA	$959K	0.04%	0.00%	+2.9%	Q4 2023
TRMDTORM plc	$909K	0.03%	0.03%	+4.4%	Q4 2023
HAFNHafnia Ltd	$830K	0.03%	0.03%	+2.3%	Q3 2024

Q1 2026Reported May 14, 202657 positions
FROFrontline plc	$6.51M	0.38%	0.08%	+4.4%	Q4 2023
PAMPampa Energy Inc.	$5.69M	0.33%	0.00%	+4.0%	Q4 2023
YPFYpf Sociedad Anonima	$5.32M	0.31%	0.03%	+1.4%	Q4 2023
CEPUCentral Puerto S.A.	$4.98M	0.29%	0.02%	+1.5%	Q4 2023
RIGTransocean Ltd.	$4.98M	0.29%	0.07%	+8.5%	Q4 2023
LOMALoma Negra Compania Industrial Argentina Sociedad Anonima	$4.79M	0.28%	0.07%	+5.4%	Q4 2023
FTITechnipFMC plc	$4.79M	0.28%	0.02%	-1.5%	Q4 2023
SBSWSibanye Stillwater Ltd	$4.66M	0.27%	0.01%	+0.6%	Q3 2024
SSLSasol Ltd	$4.51M	0.26%	Not reported	New	Q1 2026
TENTsakos Energy Navigation Ltd	$4.38M	0.26%	0.37%	+5.5%	Q4 2023
DHTDHT Holdings, Inc.	$4.3M	0.25%	0.15%	+4.3%	Q4 2023
CRESYCresud Inc	$4.17M	0.24%	0.05%	+3.3%	Q4 2023
BBARBanco BBVA Argentina S.A.	$4.14M	0.24%	0.04%	+3.5%	Q4 2023
NENoble Corp plc	$4.02M	0.23%	0.05%	+6.8%	Q4 2023
INSWInternational Seaways, Inc.	$3.88M	0.23%	0.11%	+6.4%	Q4 2023
LXULSB Industries, Inc.	$3.8M	0.22%	0.35%	New	Q1 2026
BMAMacro Bank Inc.	$3.72M	0.22%	0.01%	+4.4%	Q4 2023
SDRLSEADRILL Ltd	$3.71M	0.22%	0.13%	New	Q1 2026
BORRBorr Drilling Ltd	$3.55M	0.21%	0.20%	-0.3%	Q4 2025
BTUPeabody Energy Corp	$3.42M	0.20%	0.09%	+5.0%	Q4 2023
VALValaris Ltd	$3.02M	0.18%	0.04%	+0.2%	Q4 2023
TNKTeekay Tankers Ltd.	$2.75M	0.16%	0.36%	+1.5%	Q4 2023
EQTEQT Corp	$2.67M	0.16%	0.01%	+2.2%	Q4 2023
OIIOceaneering International Inc	$2.63M	0.15%	0.07%	+1.7%	Q4 2023
IPIIntrepid Potash, Inc.	$2.62M	0.15%	0.46%	+3.7%	Q4 2023
WFRDWeatherford International plc	$2.61M	0.15%	0.04%	+1.6%	Q4 2025
RRCRange Resources Corp	$2.54M	0.15%	0.02%	+2.8%	Q4 2023
CNXCNX Resources Corp	$2.53M	0.15%	0.05%	+2.1%	Q4 2023
ARANTERO RESOURCES Corp	$2.5M	0.15%	0.02%	+3.3%	Q4 2023
TDWTidewater Inc	$2.29M	0.13%	0.06%	+4.4%	Q4 2023
STNGScorpio Tankers Inc.	$2.26M	0.13%	0.06%	+3.9%	Q4 2023
GEOSGeospace Technologies Corp	$2.11M	0.12%	1.34%	+1.4%	Q4 2023
HOSHornbeck Offshore Services Inc	$2.05M	0.12%	0.52%	+3.7%	Q4 2023
CRKComstock Resources Inc	$2.03M	0.12%	0.03%	-46.5%	Q4 2023
ASCArdmore Shipping Corp	$2.03M	0.12%	0.33%	+4.7%	Q4 2023
XPROExpro Ltd	$1.95M	0.11%	Not reported	+5.7%	Q4 2023
GPRKGeoPark Ltd	$1.92M	0.11%	0.39%	+7.7%	Q4 2024
CNRCore Natural Resources, Inc.	$1.9M	0.11%	0.04%	+6.7%	Q1 2025
MOSMosaic Co	$1.89M	0.11%	0.02%	+19.6%	Q4 2023
ICLICL Group Ltd.	$1.72M	0.10%	0.03%	+7.2%	Q4 2023
SMHISEACOR Marine Holdings Inc.	$1.51M	0.09%	0.78%	+9.4%	Q3 2024
EXEEXPAND ENERGY Corp	$1.51M	0.09%	0.01%	-43.4%	Q4 2023
ECOOkeanis Eco Tankers Corp.	$1.44M	0.08%	0.08%	+11.5%	Q4 2023
TGSGas Transporter of the South Inc	$1.43M	0.08%	0.01%	+8.3%	Q4 2023
PBRPetrobras - Petroleo Brasileiro SA	$1.2M	0.07%	0.00%	+22.3%	Q4 2023
ECEcopetrol S.A.	$1.09M	0.06%	0.00%	+16.3%	Q4 2023
BTIBritish American Tobacco p.l.c.	$1.05M	0.06%	0.00%	+16.5%	Q4 2023
BWLPBW LPG Ltd	$1.04M	0.06%	0.04%	+18.1%	Q3 2024
IRSIrsa Investments & Representations Inc	$1.03M	0.06%	0.01%	+18.6%	Q4 2023
HAFNHafnia Ltd	$957K	0.06%	0.03%	+25.6%	Q3 2024

Q4 2025Reported Jan 30, 202653 positions
PAMPampa Energy Inc.	$5.47M	0.33%	0.00%	-4.5%	Q4 2023
SBSWSibanye Stillwater Ltd	$5.35M	0.32%	0.01%	-4.1%	Q3 2024
LOMALoma Negra Compania Industrial Argentina Sociedad Anonima	$5.31M	0.32%	0.07%	-2.1%	Q4 2023
CEPUCentral Puerto S.A.	$5.1M	0.31%	0.02%	-5.7%	Q4 2023
BBARBanco BBVA Argentina S.A.	$4.5M	0.27%	0.04%	-4.9%	Q4 2023
CRKComstock Resources Inc	$4.18M	0.25%	0.06%	-2.9%	Q4 2023
BMAMacro Bank Inc.	$4.16M	0.25%	0.01%	-4.3%	Q4 2023
YPFYpf Sociedad Anonima	$4.11M	0.25%	0.03%	-5.6%	Q4 2023
CRESYCresud Inc	$4.01M	0.24%	0.05%	-3.4%	Q4 2023
FROFrontline plc	$3.9M	0.24%	0.08%	-2.5%	Q4 2023
FTITechnipFMC plc	$3.13M	0.19%	0.02%	-6.3%	Q4 2023
BTUPeabody Energy Corp	$2.93M	0.18%	0.08%	-3.2%	Q4 2023
GEOSGeospace Technologies Corp	$2.89M	0.18%	1.33%	-6.2%	Q4 2023
RIGTransocean Ltd.	$2.86M	0.17%	0.06%	+3.2%	Q4 2023
DHTDHT Holdings, Inc.	$2.76M	0.17%	0.14%	-2.5%	Q4 2023
EXEEXPAND ENERGY Corp	$2.68M	0.16%	0.01%	+4.9%	Q4 2023
BORRBorr Drilling Ltd	$2.48M	0.15%	0.20%	New	Q4 2025
INSWInternational Seaways, Inc.	$2.43M	0.15%	0.10%	-1.0%	Q4 2023
CNXCNX Resources Corp	$2.36M	0.14%	0.05%	-3.2%	Q4 2023
TENTsakos Energy Navigation Ltd	$2.36M	0.14%	0.35%	-0.8%	Q4 2023
EQTEQT Corp	$2.2M	0.13%	0.01%	-3.6%	Q4 2023
NENoble Corp plc	$2.16M	0.13%	0.05%	+6.6%	Q4 2023
WFRDWeatherford International plc	$2.13M	0.13%	0.04%	New	Q4 2025
TNKTeekay Tankers Ltd.	$1.97M	0.12%	0.35%	+0.5%	Q4 2023
ARANTERO RESOURCES Corp	$1.97M	0.12%	0.02%	-1.4%	Q4 2023
RRCRange Resources Corp	$1.93M	0.12%	0.02%	-2.3%	Q4 2023
ICLICL Group Ltd.	$1.77M	0.11%	0.02%	+0.1%	Q4 2023
OIIOceaneering International Inc	$1.75M	0.11%	0.07%	-0.8%	Q4 2023
IPIIntrepid Potash, Inc.	$1.64M	0.10%	0.45%	+0.6%	Q4 2023
VALValaris Ltd	$1.55M	0.09%	0.04%	-1.8%	Q4 2023
CNRCore Natural Resources, Inc.	$1.5M	0.09%	0.03%	+1.4%	Q1 2025
MOSMosaic Co	$1.49M	0.09%	0.02%	+31.1%	Q4 2023
STNGScorpio Tankers Inc.	$1.48M	0.09%	0.06%	-2.8%	Q4 2023
XPROExpro Ltd	$1.41M	0.09%	Not reported	+1.6%	Q4 2023
GPRKGeoPark Ltd	$1.39M	0.08%	0.36%	+5.8%	Q4 2024
ASCArdmore Shipping Corp	$1.35M	0.08%	0.31%	+1.3%	Q4 2023
TDWTidewater Inc	$1.33M	0.08%	0.05%	+1.1%	Q4 2023
HOSHornbeck Offshore Services Inc	$1.26M	0.08%	0.51%	+3.4%	Q4 2023
TGSGas Transporter of the South Inc	$1.19M	0.07%	0.01%	-10.4%	Q4 2023
SMHISEACOR Marine Holdings Inc.	$1.16M	0.07%	0.71%	+4.3%	Q3 2024
IRSIrsa Investments & Representations Inc	$887K	0.05%	0.01%	+23.8%	Q4 2023
BTIBritish American Tobacco p.l.c.	$871K	0.05%	0.00%	-7.5%	Q4 2023
ECOOkeanis Eco Tankers Corp.	$837K	0.05%	0.07%	-3.1%	Q4 2023
BWLPBW LPG Ltd	$653K	0.04%	0.03%	+1.5%	Q3 2024
ECEcopetrol S.A.	$626K	0.04%	0.00%	+4.9%	Q4 2023
SBLKStar Bulk Carriers Corp.	$583K	0.04%	0.03%	+9.4%	Q2 2024
PBRPetrobras - Petroleo Brasileiro SA	$559K	0.03%	0.00%	+8.1%	Q4 2023
TRMDTORM plc	$542K	0.03%	0.03%	+4.6%	Q4 2023
HAFNHafnia Ltd	$527K	0.03%	0.02%	+3.6%	Q3 2024
WBWEIBO Corp	$397K	0.02%	0.02%	+88.4%	Q3 2025

Q3 2025Reported Oct 30, 202552 positions
SBSWSibanye Stillwater Ltd	$4.4M	0.65%	0.01%	-5.5%	Q3 2024
FROFrontline plc	$4.18M	0.62%	0.08%	-4.1%	Q4 2023
PAMPampa Energy Inc.	$3.89M	0.57%	0.00%	-7.6%	Q4 2023
CRKComstock Resources Inc	$3.68M	0.54%	0.06%	-5.3%	Q4 2023
GEOSGeospace Technologies Corp	$3.46M	0.51%	1.42%	-6.0%	Q4 2023
LOMALoma Negra Compania Industrial Argentina Sociedad Anonima	$3.08M	0.45%	0.07%	-5.8%	Q4 2023
FTITechnipFMC plc	$2.96M	0.44%	0.02%	-9.1%	Q4 2023
CRESYCresud Inc	$2.95M	0.43%	0.05%	-6.3%	Q4 2023
YPFYpf Sociedad Anonima	$2.92M	0.43%	0.03%	-6.4%	Q4 2023
DHTDHT Holdings, Inc.	$2.77M	0.41%	0.14%	-5.6%	Q4 2023
BTUPeabody Energy Corp	$2.7M	0.40%	0.08%	-1.8%	Q4 2023
CEPUCentral Puerto S.A.	$2.48M	0.36%	0.02%	-6.0%	Q4 2023
EXEEXPAND ENERGY Corp	$2.46M	0.36%	0.01%	-3.8%	Q4 2023
TENTsakos Energy Navigation Ltd	$2.36M	0.35%	0.35%	-3.2%	Q4 2023
INSWInternational Seaways, Inc.	$2.33M	0.34%	0.10%	-2.9%	Q4 2023
EQTEQT Corp	$2.32M	0.34%	0.01%	-6.1%	Q4 2023
BBARBanco BBVA Argentina S.A.	$2.18M	0.32%	0.04%	-5.5%	Q4 2023
CNXCNX Resources Corp	$2.13M	0.31%	0.05%	-5.6%	Q4 2023
RRCRange Resources Corp	$2.11M	0.31%	0.02%	-6.4%	Q4 2023
RIGTransocean Ltd.	$2.09M	0.31%	0.06%	-0.1%	Q4 2023
BMAMacro Bank Inc.	$2.04M	0.30%	0.01%	-5.1%	Q4 2023
NENoble Corp plc	$2.03M	0.30%	0.05%	+4.6%	Q4 2023
GIFIGulf Island Fabrication Inc	$1.95M	0.29%	1.74%	-5.0%	Q4 2023
ARANTERO RESOURCES Corp	$1.94M	0.29%	0.02%	-6.8%	Q4 2023
ICLICL Group Ltd.	$1.92M	0.28%	0.02%	-5.5%	Q4 2023
TNKTeekay Tankers Ltd.	$1.86M	0.27%	0.35%	-6.3%	Q4 2023
OIIOceaneering International Inc	$1.82M	0.27%	0.07%	-3.6%	Q4 2023
IPIIntrepid Potash, Inc.	$1.79M	0.26%	0.45%	-5.5%	Q4 2023
STNGScorpio Tankers Inc.	$1.68M	0.25%	0.06%	-6.1%	Q4 2023
MOSMosaic Co	$1.64M	0.24%	0.01%	-0.3%	Q4 2023
VALValaris Ltd	$1.53M	0.22%	0.05%	-5.5%	Q4 2023
ASCArdmore Shipping Corp	$1.49M	0.22%	0.31%	-1.6%	Q4 2023
CNRCore Natural Resources, Inc.	$1.4M	0.21%	0.03%	-2.8%	Q1 2025
TDWTidewater Inc	$1.38M	0.20%	0.05%	-3.4%	Q4 2023
HOSHornbeck Offshore Services Inc	$1.27M	0.19%	0.49%	-4.0%	Q4 2023
XPROExpro Ltd	$1.24M	0.18%	Not reported	-1.7%	Q4 2023
SMHISEACOR Marine Holdings Inc.	$1.2M	0.18%	0.69%	-0.2%	Q3 2024
GPRKGeoPark Ltd	$1.13M	0.17%	0.35%	-2.3%	Q4 2024
TGSGas Transporter of the South Inc	$898K	0.13%	0.01%	-7.6%	Q4 2023
BTIBritish American Tobacco p.l.c.	$883K	0.13%	0.00%	-3.1%	Q4 2023
ECOOkeanis Eco Tankers Corp.	$755K	0.11%	0.08%	-1.5%	Q4 2023
BWLPBW LPG Ltd	$702K	0.10%	0.03%	-4.1%	Q3 2024
HAFNHafnia Ltd	$575K	0.08%	0.02%	+0.9%	Q3 2024
PBRPetrobras - Petroleo Brasileiro SA	$552K	0.08%	0.00%	-0.8%	Q4 2023
ECEcopetrol S.A.	$548K	0.08%	0.00%	+0.3%	Q4 2023
TRMDTORM plc	$546K	0.08%	0.03%	-10.8%	Q4 2023
SBLKStar Bulk Carriers Corp.	$515K	0.08%	0.02%	+1.0%	Q2 2024
IRSIrsa Investments & Representations Inc	$513K	0.08%	0.01%	-2.5%	Q4 2023
CIVICivitas Resources, Inc.	$349K	0.05%	0.01%	+6.1%	Q4 2023
CALMCal-Maine Foods Inc	$288K	0.04%	0.01%	New	Q3 2025

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