Icon Energy
ICON on Nasdaq. Market value $4m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 5 funds in all.
Largest holders overall
- Citadel Advisors$48,036New
- HRT Financial LP$18,000New
- Allworth Financial LP$25
- Morgan Stanley$10
- Caitong International Asset Management$1
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Atlantis Holding Corp. /RMI/Insider or founderat least 86.4%+9.5 pts(filed with 1 related holder)Since 30 June 2026
- HAMPTON FINANCIAL CORP.Passive investor10.1%Since 6 May 2026
- L1 Capital Global Opportunities Master Fund, Ltd.Passive investorSold down below 5%Since 31 March 2025
- CVI Investments, Inc.Passive investorSold down below 5%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
Atlantis Holding Corp. /RMI/ Insider or founder | at least 86.4%+9.5 pts (filed with 1 related holder) | 30 June 2026 | |
HAMPTON FINANCIAL CORP. Passive investor | 10.1% | 6 May 2026 | |
L1 Capital Global Opportunities Master Fund, Ltd. Passive investor | Sold down below 5% | 31 March 2025 | |
CVI Investments, Inc. Passive investor | Sold down below 5% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Icon Energy doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.