13F HOLDINGS REPORT
Gemsstock Ltd.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001724140-23-000003
Total Value
$125.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 2,772,600 | $29.5M | 23.50% |
| 2 | MOSAIC CO NEW | MOS | 480,550 | $21.1M | 16.78% |
| 3 | SHELL PLC | RYDAF | 313,600 | $17.9M | 14.21% |
| 4 | TECK RESOURCES LTD | TCKRF | 433,500 | $16.4M | 13.05% |
| 5 | CHENIERE ENERGY INC | LNG | 105,569 | $15.8M | 12.60% |
| 6 | FREYR BATTERY | L4135L100 | 1,531,900 | $13.3M | 10.58% |
| 7 | JPMORGAN CHASE & CO | VYLD | 79,100 | $10.6M | 8.44% |
| 8 | ADECOAGRO S A | AGRO | 125,619 | $1.0M | 0.83% |