
What smart money is saying about TGS ASA
1 fund in our archive has pitched TGS ASA — most recently EQUAM Global Value Fund in June 2026.
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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Position history
Every position in TGS ASA on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- New positionClearBridge Investments Value StrategyJune 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 FundJune 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 FundJune 2026
TGS ASA is a leading seismic data company benefiting from rising offshore exploration activity, strong operational momentum, and depressed valuation multiples.
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