| Bonds: | $ 2 M |
| Total: | $ 2 M |
| Bonds: | $ 26 M |
| Shares: | $ 10 M |
| Total: | $ 36 M |
*Note that these figures cannot always be added up as some companies are active in both the coal and the oil & gas industry. Read more about this in our methodology.
8 results Total investment of current selection: $ 38 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | PenderFund Capital Management | W&T Offshore Inc | PenderFund Capital Management | investment | Canada | United States | North America | North America | $ 26 M | $ 26 M | $ 26 M | $ 26 M | ||||||||
| 2 | 1 | PenderFund Capital Management | Spartan Delta Corp | PenderFund Capital Management | investment | Canada | Canada | North America | North America | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 3 | 1 | PenderFund Capital Management | FirstEnergy Corp | PenderFund Capital Management | investment | Canada | United States | North America | North America | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 4 | 1 | PenderFund Capital Management | ARC Resources Ltd | PenderFund Capital Management | investment | Canada | Canada | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 5 | 1 | PenderFund Capital Management | Athabasca Oil Corporation | PenderFund Capital Management | investment | Canada | Canada | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 6 | 1 | PenderFund Capital Management | MEG Energy Corp | PenderFund Capital Management | investment | Canada | Canada | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 7 | 1 | PenderFund Capital Management | Gulfport Energy Corporation | PenderFund Capital Management | investment | Canada | United States | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 8 | 1 | PenderFund Capital Management | PTT Exploration and Production Public Company Ltd (PTTEP) | PenderFund Capital Management | investment | Canada | Thailand | North America | South-East Asia | $ <1 M | $ <1 M | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, 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.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org