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What smart money is saying about Doosan Enerbility Co., Ltd.South Korea flag

034020.KS · Industrials · Industrial - Machinery · Market cap $33.71B

1 fund in our archive has pitched Doosan Enerbility Co., Ltd. — most recently Baron Emerging Markets Fund in June 2025.

Company profile

Doosan Enerbility Co., Ltd. operates as an engineering, procurement, and construction contractor worldwide. The company offers coal-fired and heavy oil thermal, cycle, and biomass power plants; gas and steam turbines, generators, boiler, air pollution control, heat exchangers, and transportation equipment; plant upgrades, outage services, plant assessment and engineering, operation and maintenance, and asset management services; generates power through wind and solar power, energy storage systems, and micro-grids; and supplies equipment for nuclear power plants, including nuclear reactor and internal structure, steam generator, nuclear reactor coolant pump, control element drive mechanism pressurizer, head assembly, fuel handling equipment, fuel storage rack, post-tensioning system of the containment building, heat exchanger, pressure vessels, and tanks. It also offers seawater desalination plants; drinking water, sewage treatment and reuse, and sludge treatment and resource recycling systems, as well as industrial water and wastewater solutions; and water treatment equipment comprising ultrasonic solubilization devices and dissolved air flotation equipment. In addition, the company provides integrated heads with nozzles, nuclear energy shells, rotor shafts, turbine casings, and runners; crankshafts, marine shafts, and stern forge products; work rolls, backup rolls, plate backup rolls, and mill housing structures; plastic mold steel and tool steel; press roller and kiln tires, roller, and kiln tires, as well as steel casting, forging products, and welding structures. Further, it constructs highways/railroads, and port/landfill/water and sewage projects; business facilities, research/medical/factory facilities, and residential-commercial complexes/apartments; and nuclear and LNG power plants, and transmission lines. The company was founded in 1962 and is headquartered in Changwon, South Korea.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q2 2025 and Q2 2026, 1 fund letter reported a position in Doosan Enerbility Co., Ltd., with no move described.

Fund letters reporting a position in Doosan Enerbility Co., Ltd., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q2 20250001

Fund activity · 1 position

  • HoldsBaron Emerging Markets Fund
    June 2026
    adverse stock selection in the Industrials sector, owing to select holdings across various themes ( GPS Participacoes e Empreendimentos S.A. , Localiza Rent a Car S.A. , HYUNDAI Glovis Co., Ltd. , Hanwha Systems Co., Ltd. , and Doosan Enerbility Co., Ltd. ), also weighed on relative results.
    Read the letterDoosan Enerbility Co., Ltd.

Fund coverage · 1 thesis

  • Baron Emerging Markets Fund
    June 2025

    Doosan Enerbility Co., Ltd. is a leading South Korean company in power equipment and engineering, well-positioned to benefit from the global nuclear power upcycle and growing demand for lower-carbon energy solutions.

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Read every full thesis on Doosan Enerbility Co., Ltd.

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