Alluvial
GMS · Energy

Gulf Marine Services

Rents boats that stand on legs to service oil rigs and wind farms.
Bought more

What the manager says

In short: Offshore vessel owner hurt by Iran war fears; very cheap and just won a Brazil contract.

The numbers

Share of the fund
3.7%
$4 of every $100 · 8th of 10
Named in
Q2 2026 letter
Also owned by
No other fund we follow
More about Gulf Marine Services
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
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