13F HOLDINGS REPORT
Panview Asian Equity Master Fund
Quarter ended Q1 2023 · Filed January 18, 2023 · Accession 0001797217-23-000002
Total Value
$54.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUNCOR ENERGY INC NEW | SU | 454,000 | $14.4M | 26.49% |
| 2 | DECKERS OUTDOOR CORP | DECK | 28,500 | $11.4M | 20.92% |
| 3 | ANTERO RESOURCES CORP | AR | 240,851 | $7.5M | 13.72% |
| 4 | LITHIUM AMERS CORP NEW | LTUM | 362,787 | $6.9M | 12.64% |
| 5 | RANGE RES CORP | RRC | 258,450 | $6.5M | 11.89% |
| 6 | CAMECO CORP | CCJ | 190,000 | $4.3M | 7.92% |
| 7 | DAQO NEW ENERGY CORP | DQ | 50,000 | $1.9M | 3.55% |
| 8 | TESLA INC | TSLA | 12,400 | $1.5M | 2.81% |
| 9 | SUNCOR ENERGY INC NEW | SU | 1,750 | $38,500 | 0.07% |