What smart money is saying about Hanwha Ocean
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No fund has written a full thesis on Hanwha Ocean in our archive, but 1 fund letter reports a position in it, most recently Artisan Non US Growth Strategy in September 2025.
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1
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Hanwha Ocean on record in the archive was reported in Q3 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2025
“In our defense theme, Hanwha Aerospace was a strong contributor again in Q3. Revenues for Q2 rose 14% for the quarter and 169% YoY. Exports of its land-based systems have been growing faster than domestic sales, now comprising over 60% of all land-based systems, and margins were higher than expected. Additionally, Hanwha Ocean delivered strong results.”
Hanwha Ocean
Also mentioned · 2
These funds discuss Hanwha Ocean as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedAGT Partners FundJune 2026
“(Shareholders may recall that our investment in Dyna-Mac contributed meaningfully to the fund’s 2024 returns, as discussed in detail in our 2024 annual letter.)”
Hanwha Ocean - MentionedAGT Partners Shareholder LetterJune 2026
“before Hanwha Ocean acquired the company.”
Hanwha Ocean
Read the letters behind these Hanwha Ocean positions
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