updated
18 results Total investment of current selection: $ 103 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Glencore plc | Truffle Asset Management | investment | South Africa | Switzerland | Southern Africa | 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 | $ 21 M | $ 21 M | |||||
| 2 | Grindrod Ltd | Truffle Asset Management | investment | South Africa | South Africa | Southern Africa | Southern Africa | Terminal de Carvão da Matola, Grindrod Mozambique Ltd | $ 19 M | $ 19 M | |||||
| 3 | Sasol Ltd | Truffle Asset Management | investment | South Africa | South Africa | Southern Africa | Southern Africa | Sasol Financing (Pty) Ltd, Sasol Financing Pty Ltd, Sasol Financing USA LLC, Sasol Mining Pty Ltd, Sasol Financing International Ltd, Sasol Financing International Ltd/Isle of Man | $ 19 M | $ 19 M | |||||
| 4 | Petroleo Brasileiro SA – Petrobras | Truffle Asset Management | investment | South Africa | Brazil | Southern Africa | South America | Petrobras Global Finance BV | $ 11 M | $ 11 M | |||||
| 5 | Exxaro Resources Ltd | Truffle Asset Management | investment | South Africa | South Africa | Southern Africa | Southern Africa | $ 10 M | $ 10 M | ||||||
| 6 | Woodside Energy Group Ltd | Truffle Asset Management | investment | South Africa | Australia | Southern Africa | Oceania | Woodside Finance Ltd | $ 5 M | $ 5 M | |||||
| 7 | Thungela Resources Ltd | Truffle Asset Management | investment | South Africa | South Africa | Southern Africa | 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 | |||||
| 8 | TotalEnergies SE | Truffle Asset Management | investment | South Africa | France | Southern Africa | 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 | $ 3 M | $ 3 M | |||||
| 9 | Schlumberger Ltd (SLB) | Truffle Asset Management | investment | South Africa | United States | Southern Africa | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 2 M | $ 2 M | |||||
| 10 | RWE AG | Truffle Asset Management | investment | South Africa | Germany | Southern Africa | Europe (EU) | RWE Power AG, RWE Supply & Trading GmbH | $ 2 M | $ 2 M | |||||
| 11 | The AES Corporation | Truffle Asset Management | investment | South Africa | United States | Southern Africa | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ 2 M | $ 2 M | |||||
| 12 | Kinder Morgan Inc | Truffle Asset Management | investment | South Africa | United States | Southern Africa | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 2 M | $ 2 M | |||||
| 13 | Siemens Energy AG | Truffle Asset Management | investment | South Africa | Germany | Southern Africa | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 14 | Marathon Oil Corporation | Truffle Asset Management | investment | South Africa | United States | Southern Africa | North America | USX Capital Trust I | $ 1 M | $ 1 M | |||||
| 15 | Occidental Petroleum Corporation | Truffle Asset Management | investment | South Africa | United States | Southern Africa | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ 1 M | $ 1 M | |||||
| 16 | BP plc | Truffle Asset Management | investment | South Africa | United Kingdom | Southern Africa | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ <1 M | $ <1 M | |||||
| 17 | Eni SpA | Truffle Asset Management | investment | South Africa | Italy | Southern Africa | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ <1 M | $ <1 M | |||||
| 18 | PJSC Gazprom | Truffle Asset Management | investment | South Africa | Russia | Southern Africa | Europe (non EU) | Gazprom Capital OOO | $ <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!