SFL

Key Takeaways

• SFL is a diversified lessor of maritime assets, not a spot shipping operator, with 57 vessels and rigs producing about $3.7 billion of contracted charter backlog at a 6.3-year weighted term, 68% tied to investment-grade customers. • The core risk is balance-sheet leverage, with $2.84 billion of gross debt and interest coverage of just 1.9 times, so the dividend competes with debt service for the same cash flow. • Watch charter renewals and refinancing as vessels roll off contract, alongside th

Institutional ownership

212 institutional managers reported holding SFL in 13F filings for the quarter ended 2026-03-31. Together they hold about 38% of the company; the top 10 hold 23%. 36 opened new positions that quarter. Held by Dimensional Fund Advisors, BlackRock, BNY Mellon, among others. On the short side, 3.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.5 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.

Capital returns

SFL's share count grew 8.9% over the past five years even with $55.46M spent on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $0.94 a share annually. Cash returned over the past three years: $525.87M in dividends and $50.63M in repurchases.

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

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