FEARNLEY ASSET MANAGEMENT AS

Fundamental concentrated ★Highest signal CIK 2056821
League rank
#1004
in Fundamental concentrated · #7431 overall
Long book
$306.0M
Q1 2026
Positions
19
Top-10 weight
79%
concentration
Last quarter
-8.3%
SPY +14.8%
Turnover
33%
of book per quarter

Strategy in plain words

auto-generated from filings

FEARNLEY ASSET MANAGEMENT AS is a concentrated fundamental stock-picker, running a $306.0M US long book across 19 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SM ENERGY CO, PETROLEO BRASILEIRO-SPON ADR, MATADOR RESOURCES CO, BRISTOW GROUP INC, HAFNIA LTD.

We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
+40.0%
Q1 2026
-8.3%

Sector allocation

Industrials
56%
Energy
39%
Other
3%
Materials
2%

Long book by quarter

$217.9M
Q4 2025
$306.0M
Q1 2026

What does FEARNLEY ASSET own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SM SM ENERGY COEnergy1.4M$43.3M14.2%+58.6%
MTDR MATADOR RESOURCES COEnergy514.7K$32.5M10.6%New
VTOL BRISTOW GROUP INCIndustrials641.4K$30.1M9.8%+38.6%
HAFN HAFNIA LTDIndustrials3.2M$24.3M7.9%+435.8%
SBLK STAR BULK CARRIERS CORPIndustrials951.2K$21.8M7.1%+64.8%
AR ANTERO RESOURCES CORPEnergy437.3K$18.6M6.1%-38.5%
ECO OKEANIS ECO TANKERS CORPIndustrials236.4K$12.2M4.0%-57.4%
STNG SCORPIO TANKERS INCIndustrials162.0K$12.1M4.0%New
SB SAFE BULKERS INCIndustrials1.9M$11.9M3.9%+77.2%
FRO FRONTLINE PLCIndustrials278.1K$9.7M3.2%-12.4%
OCW CMB TECH NV700.7K$8.9M2.9%-34.2%
EXE EXPAND ENERGY CORPEnergy79.0K$8.7M2.8%-28.2%
LPG DORIAN LPG LTDIndustrials196.5K$6.7M2.2%New
SFL SFL CORP LTDIndustrials605.7K$6.5M2.1%+82.2%
BWLP BW LPG LTDIndustrials339.0K$6.0M2.0%-17.6%
PAAS PAN AMERICAN SILVER CORPMaterials94.5K$5.2M1.7%+50.2%
TNK TEEKAY TANKERS LTD-CLASS AIndustrials69.1K$5.1M1.7%-79.4%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202619$306.0M canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTMar 3, 202621$217.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202621$217.9M SEC ↗