LongORSTED.COJun 2026
Orsted AS
Ariel bought Orsted after operational setbacks, project delays and policy uncertainty drove a large valuation reset. Several major projects are now advanced, while management has…
ORSTED.CO
Which hedge funds are long ORSTED.CO?
2 published ideas on Orsted AS across 2 funds — 2 long and 0 short.
Orsted AS hedge fund investment theses
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 Orsted AS: 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.
Funds with a position view
Long theses
LongORSTED.COJun 2026
Ørsted A/S
Ariel added Ørsted after a long period of cost overruns, project delays and policy uncertainty had damaged confidence and valuation. The fund sees improving fundamentals as major…