updated
15 results Total investment of current selection: $ 156 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tullow Oil plc | Odey Asset Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Tullow Oil (Jersey) Ltd, Tullow Oil Finance Ltd | $ 56 M | $ 56 M | |||||
| 2 | Whitehaven Coal Ltd | Odey Asset Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 29 M | $ 29 M | ||||||
| 3 | Aker BP ASA | Odey Asset Management | investment | United Kingdom | Norway | Europe (non EU) | Europe (non EU) | $ 15 M | $ 15 M | ||||||
| 4 | Shell plc | Odey Asset Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 13 M | $ 13 M | |||||
| 5 | TotalEnergies SE | Odey Asset Management | investment | United Kingdom | France | Europe (non EU) | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 8 M | $ 8 M | |||||
| 6 | ArcelorMittal SA | Odey Asset Management | investment | United Kingdom | Luxembourg | Europe (non EU) | Europe (EU) | $ 7 M | $ 7 M | ||||||
| 7 | Glencore plc | Odey Asset Management | investment | United Kingdom | Switzerland | Europe (non EU) | Europe (non EU) | CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd | $ 6 M | $ 6 M | |||||
| 8 | BP plc | Odey Asset Management | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 4 M | $ 4 M | |||||
| 9 | PJSC Inter RAO UES | Odey Asset Management | investment | United Kingdom | Russia | Europe (non EU) | Europe (non EU) | JSC Inter RAO UES - Electric Power Plants, Inter Rao Credit BV, LLC Inter RAO Engineering, JSC Eastern Energy Co, JSC Territorial Generating Co - 11, JSC Omsk RTS, JSC Tomsk Generation, OOO Novolenskaya TES | $ 4 M | $ 4 M | |||||
| 10 | Jadestone Energy plc | Odey Asset Management | investment | United Kingdom | Singapore | Europe (non EU) | South-East Asia | $ 3 M | $ 3 M | ||||||
| 11 | New Hope Corp Ltd | Odey Asset Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | Bengalla Mining Co Pty Ltd, Queensland Bulk Handling Pty Ltd | $ 3 M | $ 3 M | |||||
| 12 | Thungela Resources Ltd | Odey Asset Management | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | Thungela Resources Holdings Ltd, South Africa Coal Operations Pty Ltd, Mafube Coal Mining (Pty) Ltd, Thungela Operations (Pty) Ltd, Pamish Investments No. 66 Pty Ltd, Butsanani Energy Investment Holdings (Pty) Ltd, Anglo American Inyosi Coal (Pty) Ltd, Phola Processing Plant (Pty) Ltd | $ 3 M | $ 3 M | |||||
| 13 | Peyto Exploration and Development Corp | Odey Asset Management | investment | United Kingdom | Canada | Europe (non EU) | North America | $ 2 M | $ 2 M | ||||||
| 14 | Barrick Gold Corporation | Odey Asset Management | investment | United Kingdom | Canada | Europe (non EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ 2 M | $ 2 M | |||||
| 15 | Equinor ASA | Odey Asset Management | investment | United Kingdom | Norway | Europe (non EU) | Europe (non EU) | $ 1 M | $ 1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!