0001085146-25-005307.txt : 20250815 0001085146-25-005307.hdr.sgml : 20250815 20250815094339 ACCESSION NUMBER: 0001085146-25-005307 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250815 DATE AS OF CHANGE: 20250815 EFFECTIVENESS DATE: 20250815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Glenorchy Capital Ltd CENTRAL INDEX KEY: 0002008506 ORGANIZATION NAME: EIN: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-23578 FILM NUMBER: 251222688 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0002008506 XXXXXXXX 03-31-2025 03-31-2025 true 1 NEW HOLDINGS 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 08-14-2025 0 64 162776597 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ANTERO RESOURCES CORP COM 03674X106 2556179 63209 SH SOLE 0 0 63209 ARDMORE SHIPPING CORP COM Y0207T100 1241592 126822 SH SOLE 0 0 126822 BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 5179597 285849 SH SOLE 0 0 285849 BANCO MACRO SA SPON ADR B 05961W105 3898770 51632 SH SOLE 0 0 51632 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 714058 17260 SH SOLE 0 0 17260 BW LPG LTD COM Y10230103 554109 51097 SH SOLE 0 0 51097 CENTRAL PUERTO S A SPONSORED ADR 155038201 3689502 332687 SH SOLE 0 0 332687 CIVITAS RESOURCES INC COM NEW 17888H103 288899 8280 SH SOLE 0 0 8280 CNX RES CORP COM 12653C108 2247359 71390 SH SOLE 0 0 71390 COMSTOCK RES INC COM 205768302 4073348 200262 SH SOLE 0 0 200262 CORE NATURAL RESOURCES INC COM SHS 218937100 1334546 17309 SH SOLE 0 0 17309 CRESUD S A C I F Y A SPONSORED ADR 226406106 3867150 349968 SH SOLE 0 0 349968 DHT HOLDINGS INC SHS NEW Y2065G121 2605186 248112 SH SOLE 0 0 248112 DIANA SHIPPING INC COM Y2066G104 24492 15700 SH Call SOLE 0 0 15700 ECOPETROL S A SPONSORED ADS 279158109 584744 56009 SH SOLE 0 0 56009 EQT CORP COM 26884L109 2471854 46263 SH SOLE 0 0 46263 EXPAND ENERGY CORPORATION COM 165167735 5443079 48895 SH SOLE 0 0 48895 EXPRO GROUP HOLDINGS NV COM N3144W105 1008569 101465 SH SOLE 0 0 101465 FRONTLINE PLC COM M46528101 2857325 192412 SH SOLE 0 0 192412 GEOPARK LTD USD SHS G38327105 1443993 178712 SH SOLE 0 0 178712 GEOSPACE TECHNOLOGIES CORP COM 37364X109 1383877 191938 SH SOLE 0 0 191938 GLOBAL X FDS MSCI GREECE ETF 37954Y319 7145703 152133 SH SOLE 0 0 152133 GULF IS FABRICATION INC COM 402307102 1903147 294604 SH SOLE 0 0 294604 HAFNIA LTD SHS Y2990R101 403649 97031 SH SOLE 0 0 97031 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1664836 200341 SH SOLE 0 0 200341 ICL GROUP LTD SHS M53213100 1896143 333241 SH SOLE 0 0 333241 INTERNATIONAL SEAWAYS INC COM Y41053102 1735484 52273 SH SOLE 0 0 52273 INTREPID POTASH INC COM 46121Y201 1855275 63126 SH SOLE 0 0 63126 IRSA INVERSIONES Y REP S A SPON GDS ECH 10 450047303 571223 44280 SH SOLE 0 0 44280 ISHARES TR CORE S&P500 ETF 464287200 628204 1118 SH SOLE 0 0 1118 KRANESHARES TRUST CSI CHI INTERNET 500767306 8301739 237804 SH SOLE 0 0 237804 LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 4992617 454287 SH SOLE 0 0 454287 MIND C T I LTD ORD M70240102 446751 250983 SH SOLE 0 0 250983 MOSAIC CO NEW COM 61945C103 1286025 47612 SH SOLE 0 0 47612 NOBLE CORP PLC ORD SHS A G65431127 1587679 66990 SH SOLE 0 0 66990 NOBLE CORP PLC ORD SHS A G65431127 7110 300 SH Call SOLE 0 0 300 OCEANEERING INTL INC COM 675232102 1668230 76489 SH SOLE 0 0 76489 OKEANIS ECO TANKERS COR SHS Y64177101 580375 26355 SH SOLE 0 0 26355 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 5522507 71535 SH SOLE 0 0 71535 PEABODY ENERGY CORP COM 704551100 1359053 100299 SH SOLE 0 0 100299 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 625771 43638 SH SOLE 0 0 43638 RANGE RES CORP COM 75281A109 2427390 60791 SH SOLE 0 0 60791 SCORPIO TANKERS INC SHS Y7542C130 1200138 31935 SH SOLE 0 0 31935 SEACOR MARINE HLDGS INC COM 78413P101 914134 180658 SH SOLE 0 0 180658 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 1920821 419393 SH SOLE 0 0 419393 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 458 100 SH Call SOLE 0 0 100 SPDR GOLD TR GOLD SHS 78463V107 4642017 16110 SH SOLE 0 0 16110 SPDR GOLD TR GOLD SHS 78463V107 691536 2400 SH Call SOLE 0 0 2400 SPDR S&P 500 ETF TR TR UNIT 78462F103 23494380 42000 SH Put SOLE 0 0 42000 SPROTT FDS TR URANIUM MINERS E 85208P303 7973696 245798 SH SOLE 0 0 245798 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 407532 26190 SH SOLE 0 0 26190 STELLANTIS N.V SHS N82405106 349337 31163 SH SOLE 0 0 31163 TECHNIPFMC PLC COM G87110105 2649543 83608 SH SOLE 0 0 83608 TEEKAY TANKERS LTD CL A G8726X106 1504833 39321 SH SOLE 0 0 39321 TIDEWATER INC NEW COM 88642R109 1133956 26826 SH SOLE 0 0 26826 TORM PLC SHS CL A G89479102 472432 28667 SH SOLE 0 0 28667 TRANSOCEAN LTD REGISTERED SHS H8817H100 2081954 656767 SH SOLE 0 0 656767 TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 1249956 47239 SH SOLE 0 0 47239 TSAKOS ENERGY NAVIGATION LTD SHS G9108L173 1892022 110904 SH SOLE 0 0 110904 UR-ENERGY INC COM 91688R108 21137 31356 SH SOLE 0 0 31356 VALARIS LTD CL A G9460G101 1293809 32954 SH SOLE 0 0 32954 VALARIS LTD CL A G9460G101 4338230 110500 SH Call SOLE 0 0 110500 VANECK ETF TRUST GOLD MINERS ETF 92189F106 5895730 128251 SH SOLE 0 0 128251 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 4571807 130473 SH SOLE 0 0 130473