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OPAL Fuels

OPAL on Nasdaq. Market value $65m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 78 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • Mark Comora
    Insider or founder
    at least 84.2%
    (filed with 3 related holders)
    Since 22 April 2025
  • Invesco Ltd.
    Passive investor
    13.4%+2.3 pts
    Since 30 June 2026
  • NEXTERA ENERGY INC
    at least 7.4%0.0 pts
    (filed with 1 related holder)
    Since 10 March 2026
  • Barclays PLC
    Passive investor
    6.8%
    Since 30 September 2024
  • Zimmer Partners, LP
    Passive investor
    at least 4.0%
    (filed with 3 related holders)
    Since 31 March 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 4 insiders bought $460,718 of shares on the open market.

  • Comora Adam
    Co-Chief Executive Officer
    Bought
    Date
    3 September 2026
    Shares
    20,000
    Price
    $2.08
    Value
    $41,600
  • Comora Adam
    Co-Chief Executive Officer
    Bought
    Date
    1 September 2026
    Shares
    50,000
    Price
    $1.93
    Value
    $96,500
  • Nisar Nadeem
    Director
    Bought
    Date
    1 September 2026
    Shares
    10,000
    Price
    $1.91
    Value
    $19,100
  • Nisar Nadeem
    Director
    Bought
    Date
    31 August 2026
    Shares
    10,000
    Price
    $1.98
    Value
    $19,800
  • Sutton Scott McDougald
    Director
    Bought
    Date
    11 June 2026
    Shares
    50,000
    Price
    $1.95
    Value
    $97,500
  • Nisar Nadeem
    Director
    Bought
    Date
    3 June 2026
    Shares
    5,000
    Price
    $2.25
    Value
    $11,250
  • Nisar Nadeem
    Director
    Bought
    Date
    2 June 2026
    Shares
    10,000
    Price
    $2.32
    Value
    $23,200
  • Dols Scott V.
    Director
    Bought
    Date
    21 May 2026
    Shares
    7,946
    Price
    $2.00
    Value
    $15,892
  • Dols Scott V.
    Director
    Bought
    Date
    20 May 2026
    Shares
    4,346
    Price
    $2.06
    Value
    $8,953
  • Dols Scott V.
    Director
    Bought
    Date
    19 May 2026
    Shares
    25,105
    Price
    $2.05
    Value
    $51,465

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.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 16 Mar 2026, plus the 10-Q filed 10 Aug 2026 and 7 later 8-Ks.

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
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What a finished deep dive looks like

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.