13F HOLDINGS REPORT
Oslo Asset Management AS
Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0001019056-24-000156
Total Value
$82.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SM ENERGY CO | SM | 320,108 | $16.0M | 19.34% |
| 2 | CHORD ENERGY CORPORATION | CHRD | 70,000 | $12.5M | 15.12% |
| 3 | NOBLE CORP NEW | NE-WT | 255,343 | $12.4M | 15.00% |
| 4 | KOSMOS ENERGY LTD | KOS | 2,000,000 | $11.9M | 14.45% |
| 5 | VALARIS LIMITED | VAL-WT | 135,000 | $10.2M | 12.31% |
| 6 | ANTERO RESOURCES CORP | AR | 300,000 | $8.7M | 10.54% |
| 7 | DAQO NEW ENERGY CORP | DQ | 255,000 | $7.2M | 8.70% |
| 8 | TENARIS S A | 88031M109 | 95,300 | $3.7M | 4.54% |