Kgh Ltd Top Holdings and 13F Report (2024) → Bill Clinton Backing Biden Replacement??? (From The Freeport Society) (Ad) About Kgh LtdInvestment ActivityKgh Ltd has $1.81 billion in total holdings as of March 31, 2024.Kgh Ltd owns shares of 36 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.12% of the portfolio was purchased this quarter.About 17.36% of the portfolio was sold this quarter.This quarter, Kgh Ltd has purchased 40 new stocks and bought additional shares in 4 stocks.Kgh Ltd sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings Range Resources $202,792,700Warrior Met Coal $153,014,867Southwestern Energy $133,013,840Antero Resources $115,448,304Diamond Offshore Drilling $114,316,840 Largest New Holdings this Quarter Valaris $47,790,100 HoldingNexGen Energy $3,630,498 Holding Largest Purchases this Quarter Valaris 635,000 shares (about $47.79M)Diamond Offshore Drilling 1,493,152 shares (about $20.37M)United States Steel 438,319 shares (about $17.87M)Comstock Resources 1,708,646 shares (about $15.86M)ArcelorMittal 190,000 shares (about $5.24M) Largest Sales this Quarter PETROLEO BRASIL/S 4,025,000 shares (about $59.97M)Enerplus 1,341,700 shares (about $26.37M)West Fraser Timber 260,000 shares (about $22.45M)Chord Energy 112,000 shares (about $19.96M)Equitrans Midstream 1,096,885 shares (about $13.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKgh Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRRCRange Resources$202,792,7000.0%5,890,00011.2%Oils/EnergyHCCWarrior Met Coal$153,014,867$4,198,133 ▼-2.7%2,520,8388.5%Oils/EnergySWNSouthwestern Energy$133,013,8400.0%17,548,0007.4%Oils/EnergyARAntero Resources$115,448,3040.0%3,980,9766.4%Oils/EnergyDODiamond Offshore Drilling$114,316,840$20,366,593 ▲21.7%8,381,0006.3%Oils/EnergyERFEnerplus$109,061,324$26,365,329 ▼-19.5%5,550,0006.0%Oils/EnergyCRKComstock Resources$103,472,000$15,856,235 ▲18.1%11,150,0005.7%Oils/EnergyXUnited States Steel$103,186,857$17,874,649 ▲21.0%2,530,3305.7%Basic MaterialsETRNEquitrans Midstream$94,962,906$13,700,094 ▼-12.6%7,603,1155.2%Oils/EnergyRUNSunrun$85,670,0000.0%6,500,0004.7%Oils/EnergyMTArcelorMittal$70,053,200$5,240,200 ▲8.1%2,540,0003.9%Basic MaterialsNENoble$48,176,8030.0%993,5412.7%Oils/EnergyVALValaris$47,790,100$47,790,100 ▲New Holding635,0002.6%Oils/EnergyBTUPeabody Energy$44,153,200$65,308 ▼-0.1%1,820,0002.4%Oils/EnergySUSuncor Energy$39,357,4200.0%1,066,3532.2%Oils/EnergyMURMurphy Oil$36,560,000$5,941,000 ▼-14.0%800,0002.0%Oils/EnergyCTRACoterra Energy$36,418,4450.0%1,306,2572.0%Oils/EnergyPRPermian Resources$31,003,7370.0%1,755,5911.7%Oils/EnergyWRKWestRock$30,906,250$6,626,300 ▼-17.7%625,0001.7%Basic MaterialsMPCMarathon Petroleum$22,165,0000.0%110,0001.2%Oils/EnergyPLUGPlug Power$22,067,6000.0%6,415,0001.2%Industrial ProductsGPKGraphic Packaging$21,768,2800.0%746,0001.2%Industrial ProductsPBR.APETROLEO BRASIL/S$19,742,500$59,972,500 ▼-75.2%1,325,0001.1%Oils/EnergyVLOValero Energy$19,666,9020.0%115,2201.1%Oils/EnergyCNXCNX Resources$18,889,6120.0%796,3581.0%Oils/EnergyDINOHF Sinclair$18,061,0140.0%299,1721.0%Oils/EnergyPALLAberdeen Standard Physical Palladium Shares ETF$14,028,0000.0%150,0000.8%ManufacturingWFGWest Fraser Timber$11,657,143$22,450,794 ▼-65.8%135,0000.6%Basic MaterialsNOVASunnova Energy International$11,647,0000.0%1,900,0000.6%Oils/EnergyCHRDChord Energy$8,912,000$19,962,880 ▼-69.1%50,0000.5%Oils/EnergyPAGPPlains GP$6,933,9960.0%379,9450.4%Oils/EnergyOLNOlin$6,231,6240.0%105,9800.3%Basic MaterialsNXENexGen Energy$3,630,498$3,630,498 ▲New Holding467,0000.2%Basic MaterialsGMGeneral Motors$3,174,5000.0%70,0000.2%Auto/Tires/TrucksSPROTT PHYSICAL PLAT PALLAD$675,7900.0%70,0300.0%UNITENVXEnovix$520,6500.0%65,0000.0%Oils/EnergyEQTEQT$0$85,306,035 ▼-100.0%00.0%Oils/EnergyCEIXCONSOL Energy$0$30,159,000 ▼-100.0%00.0%Oils/EnergyKOSKosmos Energy$0$18,855,100 ▼-100.0%00.0%Oils/EnergyWTIW&T Offshore$0$15,025,382 ▼-100.0%00.0%Oils/EnergyLPXLouisiana-Pacific$0$4,391,389 ▼-100.0%00.0%ConstructionVSTVistra$0$963,000 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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