What smart money is saying about Golar LNG Limited
2 funds in our archive have pitched Golar LNG Limited, most recently Baron International Growth Fund in September 2026.
Golar LNG Limited specializes in providing marine-based infrastructure for the liquefaction and regasification of liquefied natural gas (LNG). The company's core business encompasses the design, construction, ownership, and operation of these specialized assets. Its operations are organized into two key segments: Shipping and Floating Liquefied Natural Gas (FLNG). Golar LNG's activities involve both the management and chartering of LNG carriers, FLNG vessels, and floating storage regasification units (FSRUs), in addition to operating third-party owned vessels. As of December 31, 2021, its fleet comprised nine LNG carriers, one FSRU, and three FLNGs. Established in 1946, the company maintains its headquarters in Hamilton, Bermuda.
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Position history
Between Q3 2025 and Q3 2026, 4 fund letters reported a position in Golar LNG Limited, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- New positionBaron International Growth FundSeptember 2026
“During the quarter, we initiated positions in Neste Oyj and Golar LNG Limited as part of our sustainability/ESG and global security themes.”
Golar LNG Limited - HoldsCobas Asset Management FundsSeptember 2026
“Golar LNG Limited is a shipping and infrastructure company specialising in the liquefaction of natural gas on board floating units (FLNG). In September 2026, Golar LNG completed a senior bond issue of 500 million dollars.”
Golar LNG Limited - HoldsTourlite CapitalDecember 2025
Listed in Tourlite Capital’s reported holdings.
Golar LNG Limited - September 2025
“Recommendation: Long Golar LNG (NASD:GLNG)”
Golar LNG Limited
Fund coverage · 2 theses
- Baron International Growth FundSeptember 2026
Golar is a pure-play FLNG pioneer with a faster, lower-cost route to new liquefaction capacity and locked-up shipyard slots, driving expected fivefold EPS growth.
Read the full thesis - LVS AdvisorySeptember 2025
Golar LNG is a leading provider of floating liquified natural gas terminals, poised for significant free cash flow growth with a projected increase in EBITDA due to rising LNG demand and innovative, cost-effective solutions.
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