0001085146-24-003317.txt : 20240730 0001085146-24-003317.hdr.sgml : 20240730 20240730093140 ACCESSION NUMBER: 0001085146-24-003317 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240730 DATE AS OF CHANGE: 20240730 EFFECTIVENESS DATE: 20240730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Glenorchy Capital Ltd CENTRAL INDEX KEY: 0002008506 ORGANIZATION NAME: IRS NUMBER: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23578 FILM NUMBER: 241154804 BUSINESS ADDRESS: STREET 1: DESMONDS ROAD CITY: BOOROLITE STATE: C3 ZIP: 3723 BUSINESS PHONE: 61416433041 MAIL ADDRESS: STREET 1: DESMONDS ROAD CITY: BOOROLITE STATE: C3 ZIP: 3723 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002008506 XXXXXXXX 06-30-2024 06-30-2024 false Glenorchy Capital Ltd

DESMONDS ROAD BOOROLITE C3 3723

13F HOLDINGS REPORT 028-23578 000305636 801-117456 N Brad McFadden 61416433041 /s/Brad McFadden Boorolite C3 07-30-2024 0 68 322421012 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ANTERO RESOURCES CORP COM 03674X106 2566311 78648 SH SOLE 0 0 78648 ARCH RESOURCES INC CL A 03940R107 1960496 12878 SH SOLE 0 0 12878 ARDMORE SHIPPING CORP COM Y0207T100 3422298 151899 SH SOLE 0 0 151899 BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 3549438 383723 SH SOLE 0 0 383723 BANCO MACRO SA SPON ADR B 05961W105 4693146 81861 SH SOLE 0 0 81861 BRASILAGRO COMPANHIA BRASILE SPONSORED ADR 10554B104 438950 95423 SH SOLE 0 0 95423 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 510151 16493 SH SOLE 0 0 16493 CENTRAL PUERTO S A SPONSORED ADR 155038201 3339074 368144 SH SOLE 0 0 368144 CHESAPEAKE ENERGY CORP COM 165167735 1273478 15494 SH SOLE 0 0 15494 CIVITAS RESOURCES INC COM NEW 17888H103 520843 7548 SH SOLE 0 0 7548 CNX RES CORP COM 12653C108 1782717 73362 SH SOLE 0 0 73362 COMSTOCK RES INC COM 205768302 1074163 103483 SH SOLE 0 0 103483 CRESUD S A C I F Y A SPONSORED ADR 226406106 1760194 214135 SH SOLE 0 0 214135 DENISON MINES CORP COM 248356107 28537 14308 SH SOLE 0 0 14308 DHT HOLDINGS INC SHS NEW Y2065G121 3417131 295344 SH SOLE 0 0 295344 DIAMOND OFFSHORE DRILLING IN COM 25271C201 1726511 111459 SH SOLE 0 0 111459 DIAMOND OFFSHORE DRILLING IN COM 25271C201 134763 8700 SH Call SOLE 0 0 8700 DIANA SHIPPING INC COM Y2066G104 32032 11200 SH Call SOLE 0 0 11200 ECOPETROL S A SPONSORED ADS 279158109 514739 45999 SH SOLE 0 0 45999 EQT CORP COM 26884L109 1669538 45147 SH SOLE 0 0 45147 EXPRO GROUP HOLDINGS NV COM N3144W105 1528043 66668 SH SOLE 0 0 66668 FRONTLINE PLC COM M46528101 4531155 175898 SH SOLE 0 0 175898 GEOSPACE TECHNOLOGIES CORP COM 37364X109 1628915 181393 SH SOLE 0 0 181393 GLOBAL X FDS GLOBAL X COPPER 37954Y830 2092545 46387 SH SOLE 0 0 46387 GLOBAL X FDS MSCI GREECE ETF 37954Y319 4899381 123192 SH SOLE 0 0 123192 GULF IS FABRICATION INC COM 402307102 1453057 239383 SH SOLE 0 0 239383 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 3239093 271280 SH SOLE 0 0 271280 ICL GROUP LTD SHS M53213100 861348 201249 SH SOLE 0 0 201249 INTERNATIONAL SEAWAYS INC COM Y41053102 3030708 51254 SH SOLE 0 0 51254 INTREPID POTASH INC COM 46121Y201 744839 31789 SH SOLE 0 0 31789 INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700 1992161 98915 SH SOLE 0 0 98915 IRSA INVERSIONES Y REP S A SPON GDS ECH 10 450047303 594512 66351 SH SOLE 0 0 66351 ISHARES TR CORE S&P500 ETF 464287200 611803 1118 SH SOLE 0 0 1118 LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 524402 77574 SH SOLE 0 0 77574 MIND C T I LTD ORD M70240102 426385 229239 SH SOLE 0 0 229239 MOSAIC CO NEW COM 61945C103 1731089 59899 SH SOLE 0 0 59899 NOBLE CORP PLC ORD SHS A G65431127 638838 14307 SH SOLE 0 0 14307 NOBLE CORP PLC ORD SHS A G65431127 13395 300 SH Call SOLE 0 0 300 NUTRIEN LTD COM 67077M108 1831847 35982 SH SOLE 0 0 35982 OCEANEERING INTL INC COM 675232102 1865303 78837 SH SOLE 0 0 78837 OKEANIS ECO TANKERS COR SHS Y64177101 909101 28473 SH SOLE 0 0 28473 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 2456698 55506 SH SOLE 0 0 55506 PEABODY ENERGY CORP COM 704551100 1866039 84359 SH SOLE 0 0 84359 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 579383 39985 SH SOLE 0 0 39985 QIWI PLC SPON ADR REP B 74735M108 57006 24278 SH SOLE 0 0 24278 RANGE RES CORP COM 75281A109 2049434 61122 SH SOLE 0 0 61122 SCORPIO TANKERS INC SHS Y7542C130 3505545 43123 SH SOLE 0 0 43123 SOUTHWESTERN ENERGY CO COM 845467109 1500727 222990 SH SOLE 0 0 222990 SPDR GOLD TR GOLD SHS 78463V107 2981628 13867 SH SOLE 0 0 13867 SPDR GOLD TR GOLD SHS 78463V107 881541 4100 SH Call SOLE 0 0 4100 SPDR S&P 500 ETF TR TR UNIT 78462F103 163919064 301200 SH Put SOLE 0 0 301200 SPROTT FDS TR URANIUM MINERS E 85208P303 11560453 234777 SH SOLE 0 0 234777 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 495674 20331 SH SOLE 0 0 20331 STELLANTIS N.V SHS N82405106 419129 21114 SH SOLE 0 0 21114 TECHNIPFMC PLC COM G87110105 3396213 129874 SH SOLE 0 0 129874 TEEKAY TANKERS LTD CL A Y8565N300 3786719 55031 SH SOLE 0 0 55031 TIDEWATER INC NEW COM 88642R109 7637201 80214 SH SOLE 0 0 80214 TIDEWATER INC NEW COM 88642R109 13329400 140000 SH Call SOLE 0 0 140000 TORM PLC SHS CL A G89479102 1177290 30366 SH SOLE 0 0 30366 TRANSOCEAN LTD REGISTERED SHS H8817H100 2340435 437464 SH SOLE 0 0 437464 TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 1062030 55955 SH SOLE 0 0 55955 TSAKOS ENERGY NAVIGATION LTD SHS G9108L173 3054177 104309 SH SOLE 0 0 104309 UR-ENERGY INC COM 91688R108 46551 33256 SH SOLE 0 0 33256 VALARIS LTD CL A G9460G101 2235345 30004 SH SOLE 0 0 30004 VALARIS LTD CL A G9460G101 8269500 111000 SH Call SOLE 0 0 111000 VANECK ETF TRUST GOLD MINERS ETF 92189F106 4241553 125008 SH SOLE 0 0 125008 WISDOMTREE TR JAPN HEDGE EQT 97717W851 6292132 55771 SH SOLE 0 0 55771 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3717715 184777 SH SOLE 0 0 184777