KRYGER CAPITAL Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
KRYGER CAPITAL Ltd disclosed 12 US equity positions worth $385.6m in its Q4 2024 13F filing. The largest position was HES at 34.1% of the reported book, followed by 7SU and KEL. Against the Q3 2024 filing, it opened 7 new positions, added to 1 and reduced 4 among the top 12 holdings.
What did KRYGER CAPITAL Ltd own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | HES HESS CORP | 34.1% | $131.6m | 989,485 | -5% | reduced | |
| 2 | 7SU SUMMIT MATLS INC | 14.5% | $56.0m | 1,106,108 | – | new | |
| 3 | KEL KELLANOVA | 14.5% | $55.8m | 689,096 | -11% | reduced | |
| 4 | ARCADIUM LITHIUM PLC | 13.8% | $53.2m | 10,370,911 | – | new | |
| 5 | BERYEUR BERRY GLOBAL GROUP INC | 8.5% | $32.7m | 505,847 | – | new | |
| 6 | G2C EVERI HLDGS INC | 4.1% | $16.0m | 1,183,171 | 1% | added | |
| 7 | 0C3 ENDEAVOR GROUP HLDGS INC | 3.3% | $12.6m | 403,397 | -35% | reduced | |
| 8 | FYBR FRONTIER COMMUNICATIONS PARE | 2.9% | $11.2m | 321,374 | – | new | |
| 9 | SMARGBP SMARTSHEET INC | 2.5% | $9.5m | 170,365 | -38% | reduced | |
| 10 | CLW CLEARWATER PAPER CORP | Basic Materials | 0.7% | $2.7m | 90,926 | – | new |
| 11 | ALTREUR ALTAIR ENGR INC | 0.6% | $2.2m | 20,246 | – | new | |
| 12 | GATOS SILVER INC | 0.5% | $2.1m | 149,851 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.