LongHTG.LAug 2026
Hunting plc
Amati initiated a position after Middle East instability caused project delays and retendering, which pressured sentiment and created an entry opportunity. Hunting supplies oil…
HTG.L
1 published idea on Hunting plc across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Hunting: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Amati initiated a position after Middle East instability caused project delays and retendering, which pressured sentiment and created an entry opportunity. Hunting supplies oil…