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What smart money is saying about ClarksonUnited Kingdom flag

CKN.L · Industrials · Marine Shipping

1 fund in our archive has pitched Clarkson — most recently Lindsell Train UK Equity Fund in December 2024.

Company profile

Clarkson PLC provides integrated shipping services worldwide. The company operates through four segments: Broking, Financial, Support, and Research. The Broking segment offers services to ship owners and charterers in the transportation of various cargoes by sea; and to buyers and sellers/yards related to sale and purchase transactions, as well as futures broking operation. This segment deals in containers, deep sea tankers, dry cargo, liquefied petroleum gas and ammonia, liquefied natural gas, offshore, petrochemical gases, renewables, shortsea, specialized products, sale and purchase, and PCTC markets; and towage, salvage, and transportation markets. The Financial segment provides investment banking services for maritime, oil services, and natural resources sectors; structured asset finance services and projects in the shipping, offshore, and real estate sectors; and freight derivative products. This segment also offers equity and fixed income sales and trading; equity and credit research; and corporate access and corporate finance services, including advising clients on various equity and debt capital markets, and M&A transactions. The Support segment provides port and agency, freight forwarding, supplies, and tools for the marine and offshore industries. The Research segment offers shipping-related information and publications; and collects, validates, analyses, and manages data to inform various business decisions. This segment provides web products, such as Shipping Intelligence Network and World Fleet Register to printed publications, including Shipping Intelligence Weekly and Offshore Intelligence Monthly; data and analysis services for IPO and bond issues; customer service contracts, primarily to the financial, government, insurance, equipment, and shipbuilding sectors; and valuations to owners and the financial community. It also offers research and legal services. The company was founded in 1852 and is headquartered in London, the United Kingdom.

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Reported positions
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Letters

Fund activity · 3 positions

  • HoldsHarding Loevner Global Small Companies Equity
    June 2026

    Listed in Harding Loevner Global Small Companies Equity’s reported holdings.

    Read the letterClarkson
  • HoldsInternational Small Companies Equity
    May 2026

    Listed in International Small Companies Equity’s reported holdings.

    Read the letterClarkson
  • HoldsHL Global Small Companies Equity
    March 2026

    Listed in HL Global Small Companies Equity’s reported holdings.

    Read the letterClarkson

Fund coverage · 1 thesis

  • Lindsell Train UK Equity Fund
    December 2024

    Clarkson’s dominance in shipbroking, resilient revenue model, and growing data services position it as a compelling long-term investment

    Read the full thesis

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