Cadeler A/S
boothcheck covers Cadeler A/S (CDLR) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• The fleet nearly doubled in a year: the annual report states that ⟦"The Group has operated nine vessels compared to five operating vessels in 2024"⟧, and an eleventh installation vessel was delivered on July 16, 2026 [Source: Cadeler vessel delivery announcement, July 16, 2026]. • Contracted work is the asset that matters, with order backlog of ⟦"EUR 2.8 billion"⟧ including options at the end of 2025 against a company the market values near 2.0 billion dollars. • The risk is who signs those co
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53 institutional managers reported holding CDLR in 13F filings for the quarter ended 2026-03-31. Together they hold about 1% of the company; the top 10 hold 1%. 16 opened new positions that quarter. Held by Invesco, Franklin Resources, Dimensional Fund Advisors, among others. On the short side, 809k shares were sold short as of the 2026-06-15 count, about 0.2% of shares outstanding (10.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CDLR's share count grew 167.2% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.