13F HOLDINGS REPORT
Asia Research & Capital Management Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001104659-24-089108
Total Value
$115.9M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TECK RESOURCES LTD CL B | TCKRF | 856,521 | $41.0M | 35.40% |
| 2 | FREEPORT-MCMORAN INC CL B | FCX | 721,659 | $35.1M | 30.26% |
| 3 | SOUTHWESTERN ENERGY CO COM | 845467109 | 2,974,605 | $20.0M | 17.27% |
| 4 | CHESAPEAKE ENERGY CORP COM | EXE | 240,500 | $19.8M | 17.06% |