Equal-WT
WhaleScore 2.0
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KGH LTD is based out of Nassau. KGH LTD is a hedge fund with 1 clients (Form ADV from 2024-03-05). Their last reported 13F filing for Q4 2024 included $1,923,663,034 in managed 13F securities
and a top 10 holdings concentration of 85.63%. KGH LTD's largest holding is Tesla Inc with shares held of 900,000. Whalewisdom has at least 55 13F filings, and 22 13G filings
Business Description
Key Group, an investment advisor organized in December 2011, provides non-discretionary client-specific investment research, supervisory, trade execution, and administrative services to the General Partner of Key Group Long Term Investments L.P. These services are provided at the direction of the General Partner.
Key Group primarily focuses on providing non-discretionary client-specific investment research, supervisory, and trade execution services in the energy and natural resources sectors, as well as any other sectors that the General Partner directs them to cover. Millinvest, Ltd. is the owner of KGH Ltd, and Sunil Jagwani is the ultimate beneficial owner of Millinvest, Ltd.
Investment Strategy
Key Group primarily focuses on providing extensive long-term fundamental analysis on a broad universe of issuers within sectors and sub-sectors, as identified and directed by the General Partner. They also offer client-specific non-discretionary investment research on certain commodities and commodity-related sub-sectors and certain industrial sub-sectors. This research covers a potential investment universe that includes, but is not limited to, global equities, fixed income, and commodities.
Key Group's investment research is focused on certain sectors, particularly those related to natural resources and energy. The value of the issuers covered by their research is vulnerable to factors affecting these industries, such as increasing regulation, developments in the energy sector, and energy conservation. These factors can increase compliance costs and affect business opportunities for the companies that are the subject of Key Group's client-specific research.
Owners
- MILLINVEST, LTD. - OWNER
- JAGWANI, SUNIL, NMN - DIRECTOR
- Daffy, Yvonne, Mary - CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| EXE Expand Energy Corp (CALL) | 10.48% |
| AA Alcoa Corp | 1.41% |
| OXY Occidental Petroleum | 0.89% |
| NXT Nextracker Inc | 0.6% |
| STLD Steel Dynamics, Inc | 0.31% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AR Antero Resources Cor | 3.98% |
| EQT EQT Corp | 2.47% |
| BTU Peabody Energy Corp | 1.77% |
| CTRA Coterra Energy Inc | 1.75% |
| MUR Murphy Oil Corp | 1.49% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| TSLA Tesla Inc(PUT) | 18.89% |
| RRC Range Resources Corp | 11.62% |
| CRK Comstock Resources I | 11.48% |
| EXE Expand Energy Corp(CALL) | 10.48% |
| X United States Steel | 8.13% |
2024-12-31
13F Activity
| Market Value | $1.92b, Prior: $1.79b |
| Inflows (Outflows) as % of Total MV | (-1.5163)% |
| New Purchases | 6 stocks |
| Added To | 6 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 4 stocks |
| Top 10 Holdings % | 85.63% |
| Turnover %[1] | 35.48% |
| Turnover Alt %[2] | 14.82% |
| Time Held Top 20 | 5.05 quarters |
| Time Held Top 10 | 4 quarters |
| Time Held All | 6.27 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31