FOLKETRYGDFONDET

Fundamental concentrated ★Highest signal energy specialist (90%) CIK 1269094
League rank
#850
in Fundamental concentrated · #6697 overall
Long book
$5.64B
Q1 2026
Positions
11
Top-10 weight
100%
concentration
Last quarter
-16.9%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

FOLKETRYGDFONDET is a concentrated fundamental stock-picker, specialised in energy (90% of the long book), running a $5.64B US long book across 11 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: EQUINOR ASA-SPON ADR, Cadeler - ISIN DK0061412772, FRONTLINE ORD, NOVO-NORDISK A/S-SPONS ADR, Hafnia - ISIN BMG4233B1090.

Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. 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
Q1 2024
+8.7%
Q2 2024
-10.8%
Q3 2024
-10.6%
Q4 2024
+6.4%
Q1 2025
-2.8%
Q2 2025
-4.8%
Q3 2025
-1.8%
Q4 2025
+62.9%
Q1 2026
-16.9%

Sector allocation

Other
84%
Healthcare
16%

Long book by quarter

$4.61B
Q1 2024
$5.66B
Q2 2024
$5.09B
Q3 2024
$4.45B
Q4 2024
$4.49B
Q1 2025
$4.49B
Q2 2025
$4.28B
Q3 2025
$4.30B
Q4 2025
$5.64B
Q1 2026

What does FOLKETRYGDFONDET own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
OCW CMB TECH NV2.8M$35.2M0.6%-0.4%
OCS OCULIS HOLDING AGHealthcare319.6K$8.5M0.2%+74.8%
TRMDA TORM PLC-A285.6K$8.0M0.1%+19.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202611$5.64B canonicalSEC ↗
Q4 202513F-HRFeb 12, 202611$4.30B canonicalSEC ↗
Q3 202513F-HRNov 3, 202510$4.28B canonicalSEC ↗
Q2 202513F-HRAug 12, 202510$4.49B canonicalSEC ↗
Q1 202513F-HRMay 2, 202510$4.49B canonicalSEC ↗
Q4 202413F-HRFeb 7, 202511$4.45B canonicalSEC ↗
Q3 202413F-HRNov 13, 202412$5.09B canonicalSEC ↗
Q2 202413F-HRAug 12, 202413$5.66B canonicalSEC ↗
Q1 202413F-HRApr 15, 202411$4.61B canonicalSEC ↗