KGH Ltd — Q2 2024 13F 持股

Name: KGH Ltd — 13F Holdings, Q2 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001549641

申報總市值

US$19.2億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	RRC	Range Resources CORP	股票-能源	11.86%	—	+3.23%
2	USX1	United States Steel CORP	股票-其他	9.36%	—	+68.16%
3	HCC	Warrior Met Coal INC	股票-原物料	9.21%	—	—
4	DO1USD	Diamond Offshore Drilling In	股票-其他	7.55%	—	—
5	CRK	Comstock Resources INC	股票-其他	7.32%	—	+8.74%
6	SWN1EUR	Southwestern Energy Co	股票-其他	6.87%	—	—
7	AR	Antero Resources CORP	股票-能源	6.68%	—	-11.56%
8	ETRNUSD	Equitrans Midstream CORP	股票-其他	5.74%	—	—
9	CHRD	Chord Energy CORP	股票-能源	4.74%	—	+872.00%
10	RUN	Sunrun INC	股票-科技	4.49%	—	—
11	MT	Arcelormittal-ny Registered	股票-其他	3.39%	—	—
12	VAL	Valaris Limited	股票-能源	2.75%	—	—
13	NE	Noble Corporation plc	股票-能源	2.58%	—	—
14	SU	Suncor Energy INC	股票-能源	2.36%	—	—
15	CTRA	Coterra Energy INC	股票-能源	2.03%	—	—
16	MUR	Murphy Oil CORP	股票-能源	1.92%	—	—
17	PR	Permian Resources Corp-cl A	股票-能源	1.65%	—	—
18	BTU	Peabody Energy CORP	股票-能源	1.54%	—	-34.23%
19	GPK	Graphic Packaging Holding Co	股票-循環性消費	1.42%	—	+24.66%
20	CNX	Cnx Resources CORP	股票-能源	1.13%	—	—
21	PBR-A	Petroleo Brasil-sp Pref Adr	股票-其他	1.05%	—	—
22	DINO	Hf Sinclair CORP	股票-能源	0.93%	—	—
23	WFG	West Fraser Timber Co LTD	股票-其他	0.84%	—	+38.85%
24	PALL	Abrdn Physical Palladium Shs	ETF-避險與商品	0.78%	—	—
25	NOVAQ	Sunnova Energy International	股票-其他	0.62%	—	—
26	PAGP	Plains Gp Holdings Lp-cl A	股票-能源	0.42%	—	—
27	OXY	Occidental Petroleum CORP	股票-能源	0.31%	—	—
28	NXE	Nexgen Energy LTD	股票-其他	0.19%	—	—
29	GM	General Motors Co	股票-循環性消費	0.19%	—	—
30	ENVX	Enovix CORP	股票-其他	0.06%	—	—
31	SPPP	Sprott Physical Platinum And	股票-其他	0.04%	—	—