GLNG

GLNG

GLNG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	City Different Investments – Global Equity	13.5%	39.1%	AAPL, AMZN, CCJ, CEG, GLNG, GOOGL, MELI, MSFT, RYAAY, SWKS, TDW, TLN	concentrated, E-Commerce, energy, global, nuclear, value	Nuclear power is experiencing renewed demand as AI and data centers require reliable, clean electricity. Talen Energy's Susquehanna facility benefits from power price surges and partnerships like Microsoft-Constellation's Three Mile Island restart.	SWKS RYAAY MELI TLN	View
2026 Q1	May 8, 2026	City Different Investments – Multi-Cap Core	-2.2%	-2.2%	FLEX, GILD, GLNG, GOOGL, META, MSFT, NOMD, TMO, VAL	energy, fundamentals, long-term, multi-cap, value			View
2024 Q1	Apr 2, 2024	Guinness Global Innovators	13.2%	13.2%	AAPL, AMZN, CCJ, CEG, GLNG, GOOGL, MELI, MSFT, RYAAY, SWKS, TDW, TLN	E-Commerce, energy, global, nuclear, Utilities, value	Nuclear power is experiencing renewed demand as AI and data centers require reliable, clean energy. Talen Energy's Susquehanna facility benefits from power price surges and partnerships like Microsoft-Constellation restarting Three Mile Island reactor.	SWKS RYAAY MELI TLN	View
2023 Q3	Oct 23, 2023	RVK	-	-	CCJ, GLNG, MELI, RYAAY, SWKS, TDW, TLN	concentrated, E-Commerce, energy, global, nuclear, value	Talen Energy's Susquehanna nuclear facility benefited from surging power prices driven by AI and data center demand. Microsoft and Constellation Energy plan to restart Three Mile Island nuclear reactor, similar to Talen's partnership with Amazon Web Services, demonstrating the appeal of reliable, clean nuclear power.	SWKS RYAAY ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ATLN.L	View
2025 Q3	Oct 19, 2025	LVS Advisory – Event Driven	-	10.4%	BP, CW, E, GLNG, LNG, SHEL, TLN, XOM	Argentina, energy, infrastructure, LNG, nuclear, Power Generation	Electricity demand is accelerating due to AI computing surge, electric vehicle adoption, and global middle class growth. Demand for power is growing faster than supply, creating a nearly 50-gigawatt deficit over the next 5 years. This trend is driving higher electricity prices and incentivizing new power plant construction.		View
2025 Q3	Oct 19, 2025	LVS Advisory – Growth	-	15.7%	BP, CW, E, GLNG, LNG, SHEL, TLN, XOM	Electricity, energy, infrastructure, LNG, Natural Gas, Power Generation	Electricity demand is accelerating due to AI computing surge, electric vehicle shift, and rising global middle class. Demand is growing faster than supply, with estimates showing a nearly 50-gigawatt deficit over the next 5 years in the US. This creates a powerful investment thesis for power generation businesses.		View
2025 Q4	Jan 28, 2026	Tourlite Capital Management	0.2%	2.8%	AERO.SW, FIP, FTAI, GLNG, NFE, NTGR	aerospace, consumer, Event Driven, industrials, infrastructure, Long/Short, small cap, technology	The fund holds significant positions in FTAI Aviation and Montana Aerospace, viewing the aerospace supply chain as facing severe bottlenecks while demand remains at decade-high levels. Montana Aerospace is positioned as a structural winner with 90% single-sourced products and vertically integrated capabilities spanning Europe, US, and Vietnam manufacturing. FTAI Infrastructure represents a key holding with multiple catalysts including the Wheeling & Lake Erie Railway acquisition, potential Long Ridge strategic action, and Repauno development phases. The manager sees the company transitioning toward a pure-play rail business with significant asset value upside. FTAI Aviation announced FTAI Power initiative to repurpose CFM56 engines for data center power generation, representing a potential $1 billion EBITDA opportunity. The manager views this as a significant catalyst with ramping expected in second half of 2026.		View
2025 Q4	Jan 21, 2026	Renaissance Investment Management – International Small Cap Equity	0.0%	0.0%	0696.HK, 4536.T, ARIS.TO, DCBO, EFXT, ERO, GLNG, IMOS, KLBN4.SA, NOMD.L, PSFE, PTXKY, RDWR, TMVWY, TSEM, TTVSY	AI, China, Copper, gold, international, Mining, semiconductors, small cap	Gold rose 64% in 2025, its best year since 1979, driven by concerns over Federal Reserve independence, U.S. government deficit, geopolitical tensions, and central banks diversifying from U.S. dollar-based assets. Precious metals are viewed as dollar and inflation hedges. Copper had a strong year as supply disruptions at major mines continued. Demand is expected to rise in 2026 as copper is a key component in electrification push, maintaining imbalanced supply/demand and upward price pressure. Chinese technology companies with AI exposure performed well during the year. Tower Semiconductor benefited from accelerating AI demand, with strong momentum in RF infrastructure and silicon photonics businesses where customer demand far outpaces current supply. Chinese stocks performed well, particularly technology companies with AI exposure. However, hopes for economic growth acceleration failed to materialize as meaningful stimulus follow-through did not occur. Government officials have signaled further stimulus in 2026 with more proactive fiscal policy.	ARIS CN PSFE TSEM	View
2023 Q4	May 3, 2024	RIT Capital	0.0%	8.8%	BARN.SW, BLDR, CP, CPNG, GLNG, HELIOS.L, ICE, KDP, LEN, MA, TALEN, TMO, TPG, V, VTY.L	credit, global, healthcare, Japan, Multi-Asset, nuclear, private equity, value	The fund has exposure to AI through Scale AI, which specializes in labeling objects in photos and videos for self-driving cars, virtual/augmented reality, and U.S. Department of Defense applications. Scale AI has expanded its product offerings to assist in teaching computers how to generate content using AI. The company is positioned as a picks-and-shovels opportunity that can benefit from AI breakthroughs without committing to a specific foundational model.	TPG TALEN	View
2022 Q1	Apr 18, 2022	CrossingBridge Advisors	0.0%	0.0%	CHO, GLNG, TFM	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 23, 2026	Twitter / X	@justfactstruth	Golar LNG Ltd.	Energy	Oil & Gas Storage & Transportation	Bull	NASDAQ	Counterparties, EBITDA, Flng, Golar, LNG, Shipping, Worldwide, Worldwide March	View Pitch
Jan 22, 2026	Twitter / X	@jaysyoon	Golar LNG Limited	Energy	Oil & Gas Storage and Transportation	Bull	NASDAQ	Argentina, Emerging markets, Europe, GLNG, LNG, oilfield services, Vessels, YPF	View Pitch
Jan 22, 2026	Twitter / X	@justfactstruth	Golar LNG Limited	Energy	Oil & Gas Storage & Transportation	Bull	NASDAQ	Argentina, Commodity Linked Upside, Coverage Buy, Flng, Golar, LNG, Logistics, Mmbtu	View Pitch
Oct 23, 2025	Value Investors Club	TooCheapToIgnore	Golar LNG Ltd.	Energy	Oil & Gas Storage	Bull	NASDAQ	buybacks, O&G, Take-private optionality	View Pitch
Aug 7, 2025	Seeking Alpha	Daniel Javier	Golar LNG Limited	Energy	Oil & Gas Midstream	Bull	NASDAQ	—	View Pitch

BSD Shareholders of GLNG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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