LongSTOJun 2026
Santos Limited
Spheria views Santos as a low-cost, long-life oil and gas producer with strategically valuable LNG and upstream assets across Australia and the Asia-Pacific region. Barossa LNG…
STO
1 published idea on Santos Limited across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Santos Limited: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Spheria views Santos as a low-cost, long-life oil and gas producer with strategically valuable LNG and upstream assets across Australia and the Asia-Pacific region. Barossa LNG…