What smart money is saying about BW Offshore
BWO.OL
No fund has written a full thesis on BW Offshore in our archive, but 2 fund letters report a position in it, most recently Cobas Asset Management Funds in August 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in BW Offshore, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- HoldsCobas Asset Management FundsAugust 2026
“BW Offshore is a global provider of solutions and floating production, storage, and offloading (FPSO) units for the energy industry. In August 2026, BW Offshore announced the extension of the contract for the BW Catcher unit through the end of 2030, a deal that added approximately $490 million to its secured order backlog.”
BW Offshore - AddedPalm Harbour CapitalMarch 2026
“The fourth largest contributor was BW Offshore (+25%, +46 bps), the Norwegian listed owner, operator and builder of FPSOs3. On 5th of December the company announced a strategic review of the business. We were bewildered by the muted share price reaction – as this was a meaningful trigger. We purchased shares and await the outcome of the review.”
BW Offshore
Read the letters behind these BW Offshore positions
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