Cobas AM: Nueva Gestora de Francisco García Paramés

Pero AZ y Cobas no la llevan. Entre lo poco que capitaliza y el poco free float que tiene no debe ser viable para ellos. De hecho, Magallanes la lleva pero en el microcaps y sólo tienen el 0,5%. Y aún sumando el resto que tienen "algo" de peso, están lejos del 5%

OwnershipNameSharesCurrent ValueChange %Portfolio %

82.89% | Exxon Mobil Corporation | 10,655,160 | €135.3m | 0% | no data | 
0.93% | DNCA Finance | 119,430 | €1.5m | 0% | 0.02% | 
0.69% | Norges Bank Investment Management | 88,912 | €1.1m | 0% | no data | 
0.5% | Magallanes Value Investors, S.A., SGIIC | 64,666 | €821.3k | 0.06% | 0.06% | 
0.24% | Dimensional Fund Advisors L.P. | 31,183 | €396.0k | -18.49% | no data | 
0.088% | Amundi Asset Management | 11,342 | €144.0k | 0% | no data | 
0.078% | Carrefour SA, ESOP | 10,000 | €127.0k | 0% | 100% | 
0.032% | Degroof Petercam S.G.I.I.C., S.A.U. | 4,133 | €52.5k | 1.27% | 0.04% | 
0.032% | DOM Finance | 4,063 | €51.6k | 0% | 0.05% | 
0.023% | Dux Inversores SGIIC S.A. | 2,932 | €37.2k | -2.01% | 0.02% | 
0.0096% | Banca Zarattini & Co. SA, Asset Management Arm | 1,234 | €15.7k | 0% | 0.09% | 
0.00081% | The Vanguard Group, Inc. | 104 | €1.3k | -99.83% | no data

Fuente: Simply Wall St.

Egoístamente me parecería muy bien que ampliaran capital porque lo convertiría en una empresa invertible.

Yo lo doy por hecho y más con un CEO nuevo que ya explicará convenientemente lo mal que le dejaron la empresa.

Lo que no tengo nada claro es el tamaño de la AK

Muy poquitas compras de insiders, 50.000 libras en 35.000 acciones en los 3 últimos meses.

Aquí hablan un poco de su composición accionarial

https://simplywall.st/stocks/gb/energy/lse-pfc/petrofac-shares/news/what-type-of-shareholders-own-the-most-number-of-petrofac-li

Al CEO skin in the game no le falta:

 Cuentanos algo mas

Cobas y Azvalor llevan Petrofaco o solo FGP 

Sí, AZ también está (al menos a 30 de septiembre):

Top 25 shareholders own 63.43% of the company

OwnershipNameSharesCurrent ValueChange %Portfolio %
19.39% | Ayman Asfari | 65,139,247 | $108.5m | 0% | no data |
7.53% | Schroder Investment Management Limited | 25,301,513 | $42.2m | 14.44% | 0.04% |
6.72% | Toscafund Asset Management LLP | 22,559,813 | $37.6m | 0% | 2.53% |
3.96% | Caisse de dépôt et placement du Québec | 13,293,954 | $22.1m | 0% | 0.03% |
3.73% | J O Hambro Capital Management Limited | 12,526,006 | $20.9m | 0% | 0.09% |
3.01% | Ntms Investments Limited | 10,097,820 | $16.8m | 0% | no data |
2.96% | The Vanguard Group, Inc. | 9,927,770 | $16.5m | -2.89% | no data |
2.64% | Norges Bank Investment Management | 8,882,666 | $14.8m | 0% | no data |
2.26% | Cobas Asset Management, SGIIC, SA | 7,577,549 | $12.6m | 19.97% | 1.41% |
1.94% | M&G Investment Management Limited | 6,502,279 | $10.8m | -11.53% | 0.03% |
1.91% | azValor Asset Management SGIIC, S.A.U. | 6,422,415 | $10.7m | 1.14% | 0.97% |
1.31% | Dimensional Fund Advisors L.P. | 4,389,095 | $7.3m | -15.04% | no data | 
1.01% | Standard Life Aberdeen plc | 3,381,666 | $5.6m | -46.35% | no data | 
0.85% | Liontrust Investment Partners LLP | 2,847,200 | $4.7m | 0% | 0.03% | 
0.77% | Monocle | 2,577,000 | $4.3m | 0% | 10.06% | 
0.77% | Cartesio Inversiones, SGIIC S.A. | 2,574,004 | $4.3m | -9.37% | 1.37% | 
0.58% | Canada Pension Plan Investment Board | 1,945,000 | $3.2m | 0% | no data | 
0.35% | HSBC Global Asset Management (UK) Limited | 1,159,937 | $1.9m | 0.11% | no data | 
0.32% | Deka Investment GmbH | 1,075,359 | $1.8m | 37.03% | no data | 
0.31% | Charles Schwab Investment Management, Inc. | 1,031,183 | $1.7m | -15.27% | no data | 
0.25% | Royal London Asset Management Limited | 843,039 | $1.4m | 0% | no data | 
0.25% | SEI Investments Company | 839,302 | $1.4m | 0% | no data | 
0.22% | Grantham Mayo Van Otterloo & Co. LLC | 744,897 | $1.2m | 79.03% | 0.01% | 
0.21% | Kredietrust Luxembourg S.A. | 720,000 | $1.2m | 0% | 0.2% | 
0.2% | State Street Global Advisors, Inc. | 674,979 | $1.1m | 4.78% | no data