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FRONTLINE PLC FRO

Frontline plc, a shipping company, engages in the ownership and operation of oil and product tankers worldwide. The company owns and operates oil and product tankers, such as very large crude carriers (VLCCs), Suezmax tankers, and LR2/Aframax tankers. As of December 31, 2025, it operated a fleet of 80 vessels, including 41 VLCCs, 21 Suezmax tankers, and 18 LR2/Aframax tankers.

Company profile

Business mix

  • The company owns and operates oil and product tankers, such as very large crude carriers (VLCCs), Suezmax tankers, and LR2/Aframax tankers.
  • As of December 31, 2025, it operated a fleet of 80 vessels, including 41 VLCCs, 21 Suezmax tankers, and 18 LR2/Aframax tankers.
  • The company is also involved in the charter, purchase, and sale of vessels. Frontline plc was founded in 1985 and is based in Limassol, Cyprus.

Current key questions

  • How sensitive are revenue and cash flow to commodity prices, production volumes, and demand in oil & gas midstream?
  • Can capital spending, reserves, decline rates, and operating costs support durable free cash flow?
  • Do balance-sheet discipline and shareholder returns remain resilient across the energy cycle?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Smead Capital Management 0.5% $21.4M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $716,369 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +3.5% +20,428 / 590,266
Smead Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -0.6% 13F value change -$527,714
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 4.1% 13F value change +$8.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 590,266 Last 2 periods +20,428 (+3.5%) Total shares 610,694 Value $21.4M

Recent mentions

No public mentions.