Institutional Manager · CIK 0002012185
Naria Inc.
Nassau, C5 · File #028-25114
Latest AUM
$382.7M
Positions
1
Top-10 Concentration
100.0%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Golar LNG Limited | GLNG | 0 | $0 | -$32.9M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $382.7M
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $415.6M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $423.6M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $390.7M
- 13F HOLDINGS REPORTQ/E Dec 20241 pos · $435.2M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Golar LNG Limited | GLNG | 10,284,166 | $382.7M | 100.00% |