Yvonne Daffy
@Kgh Ltd
Latest period2024 - Q3ReportedManaged Assets$1.792BTotal holdings25
Assets growth rate4.24%Assets growth rate (2-Q avg)-0.38%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Kgh Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 25 positions.
Assets under management
The assets under management (AUM) of Kgh Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.792B in assets, with a quarterly growth rate of 4.24% and a 2-quarter average growth rate of -0.38%. The portfolio is managed by Yvonne Daffy, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CHRDChord Energy Corporation
| 3.54% | $63.292M 485,998 shares@ $130.24 avg price | |
EQTEqt Corp
| 2.95% | $52.798M 1.441M shares@ $36.64 avg price | New Position |
VALValaris Ltd
| 2.81% | $50.286M 902,000 shares@ $55.75 avg price | Increased 42.05% |
BTUPeabody Energy Corp
| 1.78% | $31.768M 1.197M shares@ $26.54 avg price | |
GPKGraphic Packaging Hldg Co
| 1.77% | $31.673M 1.07M shares@ $29.59 avg price | Increased 15.1% |
CTRACoterra Energy Inc
| 1.75% | $31.285M 1.306M shares@ $23.95 avg price | |
WFGWest Fraser Timber Co Ltd
| 1.67% | $29.9M 307,000 shares@ $97.4 avg price | Increased 63.78% |
MURMurphy Oil Corp
| 1.49% | $26.669M 790,432 shares@ $33.75 avg price | Decreased -1.19% |
PRPermian Resources Corp
| 1.31% | $23.328M 1.714M shares@ $13.61 avg price | Decreased -2.36% |
PALLAbrdn Palladium Etf Trust
| 0.77% | $13.749M 150,000 shares@ $91.66 avg price |