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Hotchkis & Wiley Mid-Cap Value Fund's investment thesis on Kosmos Energy Ltd. ($KOS) — Q2 2026 | Buyside Digest

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$KOSNYSEKosmos Energy Ltd.

NEUTRAL

Hotchkis & Wiley Mid-Cap Value Fund—KOS

Fund Letter

Q2 2026

Published July 28, 2026

View Fund Profile

$2.78USD

+0.0% vs last month

$2.69Pitched

+3.3% since pitch

Market Cap$1.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Hotchkis & Wiley Mid-Cap Value Fund returned 4.67% in Q2 2026, underperforming the Russell Midcap Value Index which gained 13.40%, as the market rewarded speculative momentum stocks while fundamentally stable businesses lagged. The fund avoided...

— George Davis

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What other investors think about $KOS, and what else Hotchkis & Wiley Mid-Cap Value Fund is buying.

Other pitches on $KOS

Other investors who've written on Kosmos Energy Ltd.

Patient Capital ManagementBULL

Pitched Jan 13, 2025

The manager believes Kosmos Energy's intrinsic value is three times its current market price, driven by a looming inflection in free cash flow. As capital expenditures...

View all $KOS pitches →