NASDAQ · Consumer Discretionary

TORM PLC-A TRMD

TORM plc, a shipping company, owns and operates a fleet of product tankers in the United Kingdom and internationally. It operates in two segments, Tanker and Marine Engineering. The Tanker segment transports refined oil products, such as gasoline, jet fuel, diesel, naphtha, and gas oil, as well as dirty petroleum products, such as residual fuels and crude oil.

Marine Transportation

Company profile

Business mix

  • It operates in two segments, Tanker and Marine Engineering. The Tanker segment transports refined oil products, such as gasoline, jet fuel, diesel, naphtha, and gas oil, as well as dirty petroleum products, such as residual fuels and crude oil.
  • The Marine Engineering segment engages in developing and producing advanced and green marine equipment.
  • TORM plc was founded in 1889 and is based in London, the United Kingdom.

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 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 8.36 FCF 6.59% Buyback -3.95%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 10.7% $675.1M 2026-03-31
Tweedy, Browne Company 0.2% $2.6M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.2M Estimated from net added shares
Reduction amount $73.2M Estimated from net reduced shares
Net share change / base shares -9.6% -2,541,168 / 26,473,654
Oaktree Capital Management Howard Marks 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.8% 13F value change +$147.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 26,425,059 Last 1 periods -2,585,484 (-9.8%) Total shares 23,839,575 Value $675.1M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 91.2% 13F value change +$1.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 48,595 Last 1 periods +44,316 (+91.2%) Total shares 92,911 Value $2.6M

Recent mentions

No public mentions.