ShortEQPTOct 2026
EquipmentShare.com Inc.
Blue Orca believes EquipmentShare's OWN Program creates substantial undisclosed off-balance-sheet liabilities despite being presented to investors as an asset-light financing…
Blue Orca, LLC
Activist short selling focused on identifying alleged accounting, disclosure, governance, related-party and valuation problems at public companies.1 published idea
Blue Orca, LLC manages investments through affiliated entities and publishes activist short research on public companies. The EquipmentShare report was published by affiliate BOC Texas, LLC, and Blue Orca disclosed short exposure to EquipmentShare equity, debt and related derivatives.
Ideas from Blue Orca, LLC
Letters covered
- Blue Orca Research Report on EquipmentShare.com Inc.October 1, 2026
Source PDFs are not republished here; only extracted ideas and quotes.