Shipping

theme

Updated from quarterly filings · as of 2026-06-30

Summary

In the Shipping theme, tracked hedge-fund managers hold 12 stocks, a combined reported value of ~$778.78M; most concentrated in STNG, FRO, KEX. 9 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

12stocks

Tracked gurus

9(13F)

Board total value

$778.78M

Largest holding

STNGScorpio Tankers Inc - US

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

STNGScorpio Tankers Inc - US$143.67M

FROFrontline PLC - US$141.33M

KEXKIRBY CORP$137.14M

SBLKStar Bulk Carriers Corp - US$116.10M

MATXMATSON INC$87.39M

ZIMZIM INTEGRATED SHIPPING SERV$76.41M

GSLGLOBAL SHIP LEASE INC$46.16M

INSWINTERNATIONAL SEAWAYS INC$14.18M

GNKGENCO SHIPPING & TRADING LTD$9.36M

DACDanaos Corp - US$7.06M

EGLEEAGLE BULK SHIPPING INC$0

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GOGLGOLDEN OCEAN GROUP LTD$0

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Gurus most invested in this boardby value held in this board

Izzy Englander10 stocks$211.60M 2

Renaissance Technologies6 stocks$189.52M 3

Ken Griffin9 stocks$117.84M 4

Steven Cohen6 stocks$80.91M 5Paul Tudor Jones6 stocks$79.47M 6

Ray Dalio4 stocks$45.14M 7

Joel Greenblatt5 stocks$30.31M 8Jeremy Grantham4 stocks$13.79M 9Davidson Kempner1 stocks$10.20M

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.