What smart money is saying about Subsea 7
SUBC.OL
No fund has written a full thesis on Subsea 7 in our archive, but 2 fund letters report a position in it — most recently Roboti Value Investors Robotti & Company Advisors Update Letter in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Subsea 7, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsRoboti Value Investors Robotti & Company Advisors Update LetterJune 2026
“Against that positive industry economic outlook is the transformational combination of Subsea 7 with Saipem which will create a differentiated global leader with an extensive backlog across subsea and renewables, an expanded addressable market (given the increased worldwide concerns for energy security), and increased pricing power.”
Read the letterSubsea 7 - HoldsThird Avenue Value FundMarch 2026
“In the Fund’s Q4 2025 shareholder letter, we explained that the Fund’s energy industry exposure lies mostly within offshore energy services businesses, Tidewater, Valaris and Subsea 7.”
Read the letterSubsea 7
Read the letters behind these Subsea 7 positions
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