McDermott International

Builds oil and gas platforms, pipelines and processing plants.

Owns it

What the manager says

In short: Energy construction firm fixing its finances with a rights offering; manager sees shares possibly doubling.

Share of the fund

4.6%

$5 of every $100 · 6th of 10

Named in

Q2 2026 letter

Also owned by

No other fund we follow

More about McDermott International

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works