27 is the total number of securities Oxbow Capital Management (HK) Ltd has owned. The longest Oxbow Capital Management (HK) Ltd has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| HAL | HALLIBURTON CO | 4 | 4 | 15.79% | 17.72% | 20.42% | Q1 2022 | Q4 2022 | 4 |
| OXY | OCCIDENTAL PETROLEUM CORP | 4 | 4 | 8.40% | 16.80% | 20.49% | Q2 2022 | Q1 2023 | 4 |
| STNG | SCORPIO TANKERS INC | 4 | 4 | 6.70% | 12.87% | 16.00% | Q2 2022 | Q1 2023 | 4 |
| NVDA | NVIDIA CORPORATION | 3 | 3 | 4.67% | 38.62% | 57.78% | Q1 2023 | Q3 2023 | 3 |
| CVE | CENOVUS ENERGY INC | 3 | 3 | 21.42% | 24.68% | 27.06% | Q2 2022 | Q4 2022 | 3 |
| AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 20.17% | 23.85% | 25.94% | Q4 2022 | Q2 2023 | 3 |
| RENEW ENERGY GLOBAL PLC | 3 | 3 | 7.48% | 8.20% | 9.37% | Q4 2021 | Q2 2022 | 3 | |
| PDD | PINDUODUO INC | 2 | 1 | 3.77% | 6.71% | 12.33% | Q2 2022 | Q1 2023 | 3 |
| PROPERTYGURU GROUP LTD | 3 | 3 | 0.48% | 1.36% | 1.98% | Q1 2022 | Q3 2022 | 3 | |
| AA | ALCOA CORP | 2 | 2 | 35.08% | 38.46% | 41.83% | Q4 2021 | Q1 2022 | 2 |
| CCJ | CAMECO CORP | 2 | 2 | 18.02% | 26.26% | 34.50% | Q2 2023 | Q3 2023 | 2 |
| AMAT | APPLIED MATLS INC | 2 | 2 | 12.53% | 16.16% | 19.78% | Q4 2021 | Q1 2022 | 2 |
| CF | CF INDS HLDGS INC | 2 | 2 | 14.07% | 15.95% | 17.84% | Q4 2021 | Q1 2022 | 2 |
| SQM | SOCIEDAD QUIMICA Y MIN... | 2 | 2 | 12.56% | 13.27% | 13.98% | Q2 2022 | Q3 2022 | 2 |
| HTHT | H WORLD GROUP LTD-ADR | 2 | 2 | 3.56% | 5.26% | 6.95% | Q4 2022 | Q1 2023 | 2 |
| INSW | INTERNATIONAL SEAWAYS INC | 2 | 2 | 3.35% | 3.77% | 4.20% | Q4 2022 | Q1 2023 | 2 |
| BP | BP PLC-SPONS ADR | 1 | 1 | 12.27% | 12.27% | 12.27% | Q1 2023 | Q1 2023 | 1 |
| MEOH | METHANEX CORP | 1 | 1 | 9.40% | 9.40% | 9.40% | Q4 2021 | Q4 2021 | 1 |
| ZTO | ZTO EXPRESS CAYMAN INC... | 1 | 1 | 8.15% | 8.15% | 8.15% | Q1 2023 | Q1 2023 | 1 |
| NXE | NEXGEN ENERGY LTD | 1 | 1 | 7.72% | 7.72% | 7.72% | Q3 2023 | Q3 2023 | 1 |
| SE | SEA LTD | 1 | 1 | 5.56% | 5.56% | 5.56% | Q4 2021 | Q4 2021 | 1 |
| MOS | MOSAIC CO NEW | 1 | 1 | 4.56% | 4.56% | 4.56% | Q1 2022 | Q1 2022 | 1 |
| STAA | STAAR SURGICAL CO | 1 | 1 | 3.82% | 3.82% | 3.82% | Q1 2023 | Q1 2023 | 1 |
| PBF | PBF ENERGY INC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q2 2022 | Q2 2022 | 1 |
| BTU | PEABODY ENGR CORP | 1 | 1 | 2.80% | 2.80% | 2.80% | Q1 2022 | Q1 2022 | 1 |
| COHERENT CORP | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2023 | Q2 2023 | 1 | |
| GREENLIGHT BIOSCIENCS ... | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2022 | Q1 2022 | 1 | |
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The securities at the top of the list , including HALLIBURTON CO, OCCIDENTAL PETROLEUM CORP, and SCORPIO TANKERS INC, are the highest-conviction holdings of Oxbow Capital Management (HK) Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Oxbow Capital Management (HK) Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Oxbow Capital Management (HK) Ltd owns currently or has owned in the past.