Navios Maritime Partners L.P.
boothcheck covers Navios Maritime Partners L.P. (NMM) 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.
• Navios Partners owns a diversified fleet of 173 vessels across dry bulk, container, and tanker shipping worth about $9.7 billion, which spreads its exposure across three separate freight cycles rather than betting on one. [Source: Navios Partners Q1 2026 results] • The standout asset is a record contracted revenue backlog of $4.1 billion, locking in future charter income and giving the company earnings visibility most shipping companies lack. [Source: Navios Partners Q1 2026 results] • The def
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79 institutional managers reported holding NMM in 13F filings for the quarter ended 2026-03-31. Together they hold about 31% of the company; the top 10 hold 26%. 19 opened new positions that quarter. Held by Morgan Stanley, Acadian Asset Management, Citadel Advisors, among others. On the short side, 425k shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (3.5 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.
It pays a dividend, and has for 8 years running. Cash returned over the past three years: $24.33M in dividends and $5.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. 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.