LongTGSSep 2026
TGS ASA
Horos trimmed TGS after the seismic-data company more than doubled from its 2025 lows, but it remains one of the larger positions in the international portfolio. The business…
TGS
1 published idea on TGS ASA 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 Tgs Asa: 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.
Horos trimmed TGS after the seismic-data company more than doubled from its 2025 lows, but it remains one of the larger positions in the international portfolio. The business…