What smart money is saying about Aker
AKER.OL
No fund has written a full thesis on Aker in our archive, but 1 fund letter reports a position in it — most recently AVI Global Special Situations in August 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Aker on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 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
- August 2026
“In August, the fund returned +4.4%. Current Environment The current environment is throwing up a lot of ideas in a variety of different markets. Mitsui O.S.K Lines We discuss a new position in Mitsui O.S.K Lines – shares in which rose +18% in August AVI Global Special Situations (“AGSS”) NAV increased by +4.4% in August 2026, compared to a +1.9% rise in our comparator benchmark, the MSCI ACWI (£). Samsung C&T was the top contributor (+74bps) as strong share price performance (+15%) was boosted by an appreciation of the Won against Sterling (+4.3%) Other strong contributors included Mitsui O.S.K Lines (+53bps), Aker (+49bps) and Rohm (+46bps).”
Aker
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