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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CALL BORR DRILLING LTD 1,000.0 $4K NEW $4.13

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%