13F HOLDINGS REPORT
Panview Asian Equity Master Fund
Quarter ended Q4 2023 · Filed November 3, 2023 · Accession 0001797217-23-000006
Total Value
$67.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 367,972 | $21.5M | 32.17% |
| 2 | DECKERS OUTDOOR CORP | DECK | 31,500 | $16.2M | 24.18% |
| 3 | SUNCOR ENERGY INC NEW | SU | 369,000 | $12.7M | 18.94% |
| 4 | CENOVUS ENERGY INC | CVE | 315,000 | $6.6M | 9.79% |
| 5 | ACM RESH INC | 00108J109 | 290,000 | $5.3M | 7.84% |
| 6 | BAYTEX ENERGY CORP | BTE | 975,000 | $4.3M | 6.42% |
| 7 | SUNCOR ENERGY INC NEW | SU | 2,000 | $442,000 | 0.66% |