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Portfolio (Quarterly) Guide ↗

Glenorchy Capital Ltd

· CIK 0002008506
13F Portfolio $2.7B AUM 65 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 48 Added 7 Reduced 3 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IRSA INVERSIONES Y REP S A 66,697.0 $1.0M 0.04% +3K +5.0% $15.44
42 SBLK STAR BULK CARRIERS CORP. Industrials 40,242.0 $1.0M 0.04% +1K +3.9% $24.97 +18.8%
43 PBR PETROLEO BRASILEIRO S A Energy 59,324.0 $959K 0.04% +2K +2.9% $16.16 +10.3%
44 TRMD TORM PLC Energy 34,898.0 $909K 0.03% +1K +4.4% $26.06 +16.8%
45 HAFN HAFNIA LTD Industrials 127,066.0 $830K 0.03% +3K +2.3% $6.53 +19.1%
46 SM SM ENERGY COMPANY Energy 29,653.0 $774K 0.03% +1K +5.0% $26.10 +36.5%
47 CALM CAL MAINE FOODS INC Consumer Defensive 9,031.0 $728K 0.03% +739.0 +8.9% $80.57 +3.3%
48 WB WEIBO CORP Communication Services 77,498.0 $563K 0.02% +9K +13.1% $7.26 -3.0%
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 60.7%
Basic Materials 13.8%
Utilities 9.1%
Financial Services 9.0%
Industrials 5.0%
Consumer Defensive 1.7%
Communication Services 0.5%
Technology 0.2%