FEARNLEY ASSET MANAGEMENT AS
19 holdingsFiling period: 2026-03-31Current AUM: $292.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SM | SM ENERGY COMPANY | 1.39M | $43.3M | $45.2M | 15.45% | +1.21M | 2026-03-31 |
| 2 | PBR | PETROLEO BRASILEIRO S A | 1.73M | $35.8M | $33.5M | 11.45% | +1.33M | 2026-03-31 |
| 3 | MTDR | MATADOR RES CO | 514.7K | $32.5M | $25.7M | 8.78% | -- | 2026-03-31 |
| 4 | VTOL | BRISTOW GROUP INC | 641.4K | $30.1M | $29.1M | 9.94% | +577.5K | 2026-03-31 |
| 5 | — | HAFNIA LTD | 3.16M | $24.3M | $24.3M | 8.32% | +3.03M | 2026-03-31 |
| 6 | — | STAR BULK CARRIERS CORP. | 951.2K | $21.8M | $21.8M | 7.47% | +770.1K | 2026-03-31 |
| 7 | AR | ANTERO RESOURCES CORP | 437.3K | $18.6M | $15.8M | 5.40% | +240.8K | 2026-03-31 |
| 8 | — | OKEANIS ECO TANKERS COR | 236.4K | $12.2M | $12.2M | 4.19% | +186.2K | 2026-03-31 |
| 9 | — | SCORPIO TANKERS INC | 162.0K | $12.1M | $12.1M | 4.13% | -- | 2026-03-31 |
| 10 | — | SAFE BULKERS INC | 1.88M | $11.9M | $11.9M | 4.07% | +1.64M | 2026-03-31 |
| 11 | — | FRONTLINE PLC | 278.1K | $9.7M | $9.7M | 3.33% | +206.3K | 2026-03-31 |
| 12 | — | CMB.TECH NV | 700.7K | $8.9M | $8.9M | 3.03% | +462.1K | 2026-03-31 |
| 13 | EXE | EXPAND ENERGY CORPORATION | 79.0K | $8.7M | $7.4M | 2.54% | +63.8K | 2026-03-31 |
| 14 | — | DORIAN LPG LTD | 196.5K | $6.7M | $6.7M | 2.30% | -- | 2026-03-31 |
| 15 | TS | TENARIS S A | 112.7K | $6.6M | $6.5M | 2.21% | +64.7K | 2026-03-31 |
| 16 | — | SFL CORPORATION LTD | 605.7K | $6.5M | $6.5M | 2.23% | +526.5K | 2026-03-31 |
| 17 | — | BW LPG LTD | 339.0K | $6.0M | $6.0M | 2.05% | +245.6K | 2026-03-31 |
| 18 | PAAS | PAN AMERN SILVER CORP | 94.5K | $5.2M | $4.1M | 1.39% | +88.8K | 2026-03-31 |
| 19 | — | TEEKAY TANKERS LTD | 69.1K | $5.1M | $5.1M | 1.73% | +43.9K | 2026-03-31 |
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