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What smart money is saying about TGS ASANorway flag

TGS.OL · Energy · Oil & Gas Equipment & Services · Market cap $2.47B

1 fund in our archive has pitched TGS ASA — most recently EQUAM Global Value Fund in June 2026.

Company profile

TGS ASA specializes in delivering geoscience information and accompanying services to the global petroleum exploration and production sector. The company provides a wide array of multi-client geophysical datasets, most notably seismic information, and its extensive geophysical archive also comprises gravity, magnetic, seep, geothermal, controlled source electromagnetic, and multibeam data types. The firm’s geological offerings extend to digital well logs, sophisticated interpretation tools, and integrated data solutions. Additionally, TGS offers a comprehensive suite of imaging services, featuring depth and time imaging, support for various acquisition modalities (marine, land, ocean bottom cables/nodes), and advanced processing techniques such as anisotropic, transition zone, multi-component, shear wave, 4D time-lapse, and wide azimuth data processing. It further supplies analytical data tools and solutions, and develops PRIMA, a versatile exploration software platform. Formerly operating as TGS-NOPEC Geophysical Company ASA, the enterprise officially rebranded to TGS ASA in June 2021. Established in 1981, its corporate headquarters are located in Oslo, Norway.

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2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in TGS ASA on record in the archive was reported in Q2 2026, across 2 fund letters1 opened or added to the position.

Fund letters reporting a position in TGS ASA, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262101

Fund activity · 2 positions · 1 move

  • New positionClearBridge Investments Value Strategy
    June 2026
    In addition to the transactions discussed above, we initiated new positions in Vulcan Materials in the materials sector, TGS in the energy sector, FedEx Freight in the industrials sector, Brookfield Infrastructure in the utilities sector and Thermo Fisher Scientific in the health care sector.
    Read the letterTGS ASA
  • HoldsEQUAM Global Value Fund
    June 2026
    TGS, one of the world leaders in seismic data and a company we’ve held in our portfolio for several years, recently published its second-quarter operational update:
    Read the letterTGS ASA

Fund coverage · 1 thesis

  • EQUAM Global Value Fund
    June 2026

    TGS ASA is a leading seismic data company benefiting from rising offshore exploration activity, strong operational momentum, and depressed valuation multiples.

    Read the full thesis

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