Asia Research & Capital Management Ltd — Q3 2023 13F-HR

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Q3 2023 · 13F-HR

Asia Research & Capital Management Ltdholdings as filed

Filed 2023-11-13 · accession 0001104659-23-116595

$74.3M

Reported value

Positions

2023-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
651639106	NEM	NEWMONT CORP	$64.4M	86.6%	1,742,000	Common	SOLE
16411R208	LNG	CHENIERE ENERGY INC	$5.3M	7.15%	32,000	Common	SOLE
67077M108	NTR	NUTRIEN LTD	$4.6M	6.23%	75,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.