Fearnley Asset Management As as of March 31, 2026
Portfolio Holdings for Fearnley Asset Management As
Fearnley Asset Management As holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 14.2 | $43M | 1.4M | 31.18 | |
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 11.7 | $36M | 1.7M | 20.75 | |
| Matador Resources (MTDR) | 10.6 | $33M | 515k | 63.18 | |
| Bristow Group (VTOL) | 9.8 | $30M | 641k | 46.89 | |
| Hafnia SHS (HAFN) | 7.9 | $24M | 3.2M | 7.69 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 7.1 | $22M | 951k | 22.97 | |
| Antero Res (AR) | 6.1 | $19M | 437k | 42.44 | |
| Okeanis Eco Tankers Cor SHS (ECO) | 4.0 | $12M | 236k | 51.82 | |
| Scorpio Tankers SHS (STNG) | 4.0 | $12M | 162k | 74.66 | |
| Safe Bulkers Inc Com Stk (SB) | 3.9 | $12M | 1.9M | 6.33 | |
| Frontline (FRO) | 3.2 | $9.7M | 278k | 35.05 | |
| Cmb.tech Nv SHS (CMBT) | 2.9 | $8.9M | 701k | 12.65 | |
| Chesapeake Energy Corp (EXE) | 2.8 | $8.7M | 79k | 109.78 | |
| Dorian Lpg Shs Usd (LPG) | 2.2 | $6.7M | 197k | 34.20 | |
| Tenaris S A Sponsored Ads (TS) | 2.1 | $6.6M | 113k | 58.18 | |
| Sfl Corporation SHS (SFL) | 2.1 | $6.5M | 606k | 10.79 | |
| BW LPG (BWLP) | 2.0 | $6.0M | 339k | 17.66 | |
| Pan American Silver Corp Can (PAAS) | 1.7 | $5.2M | 95k | 54.63 | |
| Teekay Tankers Cl A (TNK) | 1.7 | $5.1M | 69k | 73.32 |
