Global Ship Lease, Inc.
boothcheck covers Global Ship Lease, Inc. (GSL) 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 June 27, 2026.
• Global Ship Lease owns 71 containerships and rents them to liner companies on multi-year contracts, and as of March 31 it had $2.05 billion of revenue already contracted, with 100% of 2026 and 86% of 2027 charter days locked in [Source: GSL Q1 2026 results, Form 6-K]. • The counterintuitive part is the price: the stock trades around 5 times operating income, the kind of multiple the market assigns to a business it expects to shrink, even though revenue is contracted years out. • The thing that
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195 institutional managers reported holding GSL in 13F filings for the quarter ended 2026-03-31. Together they hold about 47% of the company; the top 10 hold 23%. 30 opened new positions that quarter. Held by Acadian Asset Management, Two Sigma, Renaissance Technologies, among others. On the short side, 665k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.1 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.
It pays a dividend, and has for 5 years running. Cash returned over the past three years: $249.02M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GSL over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 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.