Oslo Asset Management AS

All Holdings — 2024 Q3

AI Portfolio Summary
In 2024 Q3, Oslo Asset Management AS maintained a portfolio of 11 distinct positions. The most significant new addition to the portfolio was BUSINESS PHONE: 47-, which now represents 100.00% of the total fund value. Conversely, Oslo Asset Management AS completely exited their position in SM ENERGY CO.
PCA Score Concentration Risk
Risk ENB
Total Positions
11
Quarter
2024 Q3
Top Holding
N/A (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-11 of 11
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
N/A
BUSINESS PHONE:...
Unknown 100.00% #1
Prev: #—
10.0 no change no change
NEW
$47 13F Filing 2024-09-30 2024-11-14 (Est.)
SM
SM ENERGY CO
Energy 0.00% 14.50%
Sold All 😨
(Was: #1)
0.3 -290 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
VAL
VALARIS LIMITED
Energy 0.00% 13.65%
Sold All 😨
(Was: #2)
0.3 -159 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
CHRD
CHORD ENERGY CO...
Energy 0.00% 13.57%
Sold All 😨
(Was: #3)
0.3 -70 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
KOS
KOSMOS ENERGY L...
Energy 0.00% 12.81%
Sold All 😨
(Was: #4)
0.3 -2,000,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
CIVI
CIVITAS RESOURC...
Energy 0.00% 11.77%
Sold All 😨
(Was: #5)
0.3 -148 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
AR
ANTERO RESOURCE...
Energy 0.00% 11.32%
Sold All 😨
(Was: #6)
0.3 -300 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SLB
SCHLUMBERGER LT...
Energy 0.00% 8.55%
Sold All 😨
(Was: #7)
0.3 -157 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
NE
NOBLE CORP NEW
Energy 0.00% 8.28%
Sold All 😨
(Was: #8)
0.3 -160 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
TS
TENARIS S A
Energy 0.00% 3.36%
Sold All 😨
(Was: #9)
0.3 -95 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
DQ
DAQO NEW ENERGY...
Technology 0.00% 2.19%
Sold All 😨
(Was: #10)
0.3 -130 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-11 of 11 holdings

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