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Seafarer Capital Partners's investment thesis on National Central Cooling Co. PJSC ($TABREED.AE) — Q1 2026 | Buyside Digest

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$TABREED.AENASDAQNational Central Cooling Co. PJSC

BULL

Seafarer Capital Partners—TABREED.AE

Fund Letter

Q1 2026

Published March 31, 2026

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$2.46USD

—

$2.46Pitched

+0.0% since pitch

Market Cap$7.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Tabreed, a Middle Eastern utility, experienced stock price declines due to regional geopolitical sell-offs despite suffering no physical or financial damage. The manager remains...

— Lydia So, Paul Espinosa, Andrew Foster

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