DOSSIER · 13F-HR · Q2 2026

Naria Inc.

$513M in tracked AUM across 1 positions as of Q2 2026.

NI
CIK 0002012185 · last filed Jun 30, 2026
Total AUM
$513M
as of Q2 2026
Holdings
1
positions
Whale Score
75
75
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The filing for Naria Inc. (CIK: 0002012185) reveals a highly concentrated investment portfolio characterized by a "single-stock" strategy. As of the reporting period ending December 31, 2025, the total portfolio value stands at approximately $382.67 million, spread across just one holding. This represents a decrease of 7.9% from the previous quarter's value of $415.58 million. With a holding count of exactly one, the portfolio exhibits zero diversification in terms of iss...

Key Holdings

The portfolio is entirely composed of Golar LNG Limited, which accounts for 100% of the total assets. Naria Inc. holds 10.28 million shares of the company, valued at $382.67 million. This represents a significant stake in Golar LNG, indicating that the firm's performance is inextricably linked to the fortunes of this specific entity. Golar LNG, a prominent player in the liquefied natural gas (LNG) midstream sector, operates LNG carriers and floating infrastructure (FLNG and FSRU). The size of the position suggests that Naria Inc. is either a specialized thematic investor focusing on energy infrastructure or a strategic stakeholder with a specific mandate related to the shipping and LNG sector.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G9456A100
Golar LNG Limited
$513M10.3M100.0%

Filing history

2026Q2Jun 30
$513M 7.9%
1 positionsView →
2026Q1Mar 31
$556M 45.4%
1 positionsView →
2025Q4Dec 31
$383M 7.9%
1 positionsView →
2025Q3Sep 30
$416M 1.9%
1 positionsView →
2025Q2Jun 30
$424M 8.4%
1 positionsLocked
2025Q1Mar 31
$391M 10.2%
1 positionsLocked
2024Q4Dec 31
$435M
1 positionsLocked