FEARNLEY ASSET MANAGEMENT AS
OSLO Q8 · SEC CIK 0002056821
$2.78亿2026Q2 申报市值
16持仓数
86.8%前十大占比 · 第一大 14.0%
1 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AR 加仓+$1,898.97万
TNK 加仓+$1,576.99万
ASC 新建仓+$291.49万
SM 加仓+$279.20万
SB 加仓+$273.45万
2026Q2 卖出最多 按季末市值估算
STNG 清仓-$1,209.53万
FRO 清仓-$974.79万
TS 清仓-$655.69万
SFL 清仓-$653.53万
ECO 减仓-$614.99万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SM | SM ENERGY COMPANY | $3,905.96万 | 14.04% | 1,496,537 | 106,975 | 7.7% | $279.20万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $3,435.73万 | 12.35% | 977,727 | 540,400 | 123.6% | $1,898.97万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $2,875.88万 | 10.34% | 696,001 | 54,600 | 8.5% | $225.61万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $2,711.65万 | 9.75% | 1,678,000 | -48,400 | -2.8% | -$78.21万 | 减仓 |
| MTDR | MATADOR RES CO | $2,567.15万 | 9.23% | 515,700 | 1,000 | 0.2% | $4.98万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $2,507.51万 | 9.02% | 1,004,209 | 53,003 | 5.6% | $132.35万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $2,025.20万 | 7.28% | 312,194 | 243,100 | 351.8% | $1,576.99万 | 加仓 |
| HAFN | HAFNIA LTD | $1,459.46万 | 5.25% | 2,234,107 | -928,845 | -29.4% | -$606.78万 | 减仓 |
| SB | SAFE BULKERS INC | $1,459.29万 | 5.25% | 2,312,658 | 433,360 | 23.1% | $273.45万 | 加仓 |
| CMBT | CMB.TECH NV | $1,206.04万 | 4.34% | 862,071 | 161,334 | 23.0% | $225.71万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $873.97万 | 3.14% | 95,840 | 16,840 | 21.3% | $153.56万 | 加仓 |
| LPG | DORIAN LPG LTD | $783.96万 | 2.82% | 225,406 | 28,863 | 14.7% | $100.39万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $693.35万 | 2.49% | 154,800 | 60,300 | 63.8% | $270.08万 | 加仓 |
| ECO | OKEANIS ECO TANKERS COR | $552.17万 | 1.99% | 111,836 | -124,558 | -52.7% | -$614.99万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $464.12万 | 1.67% | 252,100 | -259,300 | -50.7% | -$477.37万 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $291.49万 | 1.05% | 208,056 | 208,056 | — | $291.49万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -162,005 | -100.0% | -$1,209.53万 | 清仓 |
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -278,079 | -100.0% | -$974.79万 | 清仓 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -112,700 | -100.0% | -$655.69万 | 清仓 |
| SFL | SFL CORPORATION LTD | $0 | 0.00% | 0 | -605,682 | -100.0% | -$653.53万 | 清仓 |
| BWLP | BW LPG LTD | $0 | 0.00% | 0 | -339,027 | -100.0% | -$598.59万 | 清仓 |