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Portfolio (Quarterly) Guide ↗

Glenorchy Capital Ltd

· CIK 0002008506
13F Portfolio $1.6B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CIVITAS RESOURCES INC 14,120.0 $383K 0.02% NEW $27.09
62 CALM CAL MAINE FOODS INC Consumer Defensive 4,360.0 $347K 0.02% NEW $79.58 -3.7%
63 MNDO MIND C T I LTD Technology 173,438.0 $199K 0.01% NEW $1.15 -14.8%
64 DSX CALL DIANA SHIPPING INC Industrials 15,700.0 $26K 0.00% NEW $1.66 +53.2%
65 NE CALL NOBLE CORP PLC Energy 300.0 $8K 0.00% NEW $28.24 +69.0%
66 SBSW CALL SIBANYE STILLWATER LTD Basic Materials 100.0 $1K NEW $14.25 -16.3%
Page 4 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 57.9%
Basic Materials 16.3%
Utilities 11.1%
Financial Services 9.1%
Industrials 3.8%
Consumer Defensive 1.3%
Communication Services 0.4%
Technology 0.2%