13F HOLDINGS REPORT
Oslo Asset Management AS
Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0001019056-23-000231
Total Value
$69.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NOBLE CORP NEW | NE-WT | 280,343 | $11.1M | 16.05% |
| 2 | CHORD ENERGY CORPORATION | CHRD | 80,000 | $10.8M | 15.62% |
| 3 | PDC ENERGY INC | 69327R101 | 165,727 | $10.6M | 15.43% |
| 4 | SM ENERGY CO | SM | 375,108 | $10.6M | 15.32% |
| 5 | VALARIS LIMITED | VAL-WT | 155,000 | $10.1M | 14.62% |
| 6 | DAQO NEW ENERGY CORP | DQ | 130,000 | $6.1M | 8.83% |
| 7 | COTERRA ENERGY INC | CTRA | 120,000 | $2.9M | 4.27% |
| 8 | ANTERO RESOURCES CORP | AR | 120,000 | $2.8M | 4.02% |
| 9 | TECHNIP ENERGIES ADR - SPON | 87854Y109 | 101,000 | $2.1M | 3.10% |
| 10 | NEWPARK RES INC | NPKI | 492,017 | $1.9M | 2.75% |