Naria Inc. holds a concentrated book of 1 reported position worth $512.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). Their largest long position is Golar LNG Ltd at 100% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Naria Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Golar LNG Limited Common Shares | $512.6M | 10.28M | 100.0% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 1 | $512.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 1 | $556.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 1 | $382.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 1 | $415.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 1 | $423.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 1 | $390.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 1 | $435.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.