What smart money is saying about Tufton Assets
SHIP.L · Financial Services · Asset Management · Market cap $382M
1 fund in our archive has pitched Tufton Assets — most recently AVI MIGO Opportunities Trust in September 2026.
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2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Every position in Tufton Assets on record in the archive was reported in Q3 2026, across 2 fund letters — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- September 2026
“We boosted Tufton Assets (SHIP)’s weight in the portfolio during the quarter and were pleased to see the shares grind higher.”
Tufton Assets - September 2026
“Other contributors of note over the quarter included US Solar Fund (USF) and Tufton Assets (SHIP). USF announced in mid- August that in light of the potential buyer of its portfolio advancing its due diligence but requiring more time, that it was granting an extension to the exclusivity period. We boosted Tufton Assets (SHIP)’s weight in the portfolio during the quarter and were pleased to see the shares grind higher.”
Tufton Assets
Fund coverage · 1 thesis
- AVI MIGO Opportunities TrustSeptember 2026
Tufton Assets owns product tankers and benefits from rising charter rates, with upside from higher dividends and geopolitical-hedge characteristics.
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