DAC

Key Takeaways

• Danaos rents ships rather than moving cargo, and as of March 31, 2026 its signed multi-year charters carried $4,056.4 million of contracted revenue, close to four years of current sales already under contract [Source: Q1 2026 Form 6-K, filed May 12, 2026]. • The shipyard bill is the concentrated risk: 1,850.6 million dollars of remaining construction payments on 29 containerships and four bulkers, of which 568.7 million dollars comes due in the twelve months to March 2027, against a company th

Institutional ownership

134 institutional managers reported holding DAC in 13F filings for the quarter ended 2026-03-31. Together they hold about 19% of the company; the top 10 hold 13%. 24 opened new positions that quarter. Held by Acadian Asset Management, Goldman Sachs, Two Sigma, among others. On the short side, 552k shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (7.6 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.

Capital returns

DAC has cut its share count 9.4% over the past five years, spending $328.73M on repurchases. It pays a dividend, and has for 5 years running, raised 4 years straight; the current rate is $3.45 a share annually. Cash returned over the past three years: $249.51M in dividends and $258.12M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

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