Asia Research & Capital Management Ltd — Q1 2024 13F-HR

← Asia Research & Capital Management Ltd

Q1 2024 · 13F-HR

Asia Research & Capital Management Ltdholdings as filed

Filed 2024-05-10 · accession 0001104659-24-059634

$359.8M

Reported value

Positions

2024-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
35671D857	FCX	FREEPORT-MCMORAN INC CL B	$198.0M	55.0%	4,210,259	Common	SOLE
878742204	TECK	TECK RESOURCES LTD CL B	$159.0M	44.2%	3,472,600	Common	SOLE
845467109	SWN1EUR	SOUTHWESTERN ENERGY CO COM	$2.8M	0.79%	372,860	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.