13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001713269-23-000002
Total Value
$298.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENOVUS ENERGY INC | CVE | 3,288,106 | $63.8M | 21.42% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 927,828 | $60.1M | 20.17% |
| 3 | OCCIDENTAL PETE CORP | 674599105 | 932,939 | $58.8M | 19.72% |
| 4 | SCORPIO TANKERS INC | STNG | 886,628 | $47.7M | 16.00% |
| 5 | HALLIBURTON CO | HAL | 1,195,686 | $47.1M | 15.79% |
| 6 | H WORLD GROUP LTD | HWLDF | 250,000 | $10.6M | 3.56% |
| 7 | INTERNATIONAL SEAWAYS INC | INSW | 269,617 | $10.0M | 3.35% |