What smart money is saying about Fluor
FLR
No fund has written a full thesis on Fluor in our archive, but 3 fund letters report a position in it — most recently Pender US Small/Mid Cap Equity Fund in July 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Fluor — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- July 2026
“Generac (GNRC): Strong quarter with 2026 guidance maintained. Data center backlog increased to $1.6 billion vs $700 million at the end of Q1 as they received a $700 million order from the first hyperscaler and they are in conversations with a second hyperscaler for a similar or larger order. Fluor (FLR): Better than expected Q2, new award bookings of $6.1 billion, the strongest quarter since Q1 2024.”
Fluor - June 2026
“The stock continued to underperform, creating the opportunity to purchase a high-quality healthcare company at a reduced valuation. Fluor is an engineering and construction firm with exposure to life sciences, mining & metals, energy and other infrastructure projects.”
Fluor - HoldsNexPoint Event Driven FundDecember 2025
“During the fourth quarter, activists publicly launched campaigns against several large-cap companies. Specifically, Elliott Investment Management targeted sports apparel maker Lululemon, while Starboard Value went after oil & gas construction company Fluor and Keurig Dr Pepper, and Jana Partners, in concert with Browning West, went after specialty healthcare manufacturer Cooper Companies. The Fund was active in Fluor.”
Fluor
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