Fidelity's new passive 5.5% stake adds a large institutional holder to the register. Monitor for any future 13D conversion or additional accumulation, though the filing certifies passive intent. The stake is modest and unlikely to drive near-term price action.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 5 $5.48entry
- T+1 · 5d ago +2.19%α +1.88% · $5.60
- T+3 · todayOpen
- T+5 · tomorrow Pending
- T+20 · in 23d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
FMR LLC (Fidelity) filed a new Schedule 13G disclosing a 5.5% passive stake in Greenfire Resources Ltd., with 6,883,609 common shares as of September 30, 2026. This is a new filing by Fidelity; prior 13G filings for GFR were by Encompass Capital Advisors and Goldman Sachs, not Fidelity. The stake is modestly above the 5% threshold and signals passive investment intent with no activist purpose.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) filed a new Schedule 13G for Greenfire Resources Ltd.
- Beneficial ownership: 6,883,609 common shares as of September 30, 2026.
- Stake represents 5.5% of shares outstanding.
- Filing certifies passive intent under Rule 13d-1(b).
- No prior Fidelity 13G for GFR in the provided cross-filing context; prior 13Gs were by Encompass Capital Advisors and Goldman Sachs.
Financial Impact
5.5% stake valued at approximately $82.5M based on $1.5B market cap.
Risk Factors
- Fidelity could increase or decrease the stake without further 13G amendments until crossing thresholds.
- Passive certification could be converted to active (13D) if circumstances change, though no indication of that now.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000315066-26-002785 |
| Document: 0000315066-26-002785-index-headers.html | 0000315066-26-002785 |
| Document: 0000315066-26-002785-index.html | 0000315066-26-002785 |
| Document: 0000315066-26-002785.txt | 0000315066-26-002785 |
Track record
7 reports on GFR
The track record builds as more bullish or bearish reports settle.
Filters
- Nov 10, 2026today SC 13D/A Neutral 6/10 Entry $7.73 Now $7.68 −0.65% settles Dec 10
- Nov 5, 20265d ago SC 13G Neutral 3/10 Viewing Entry $5.48 Now $7.68 +40.15% settles Dec 4
- Sep 17, 20267w ago 6-K Neutral 5/10 Entry $6.66 to $6.57 Now $7.68 +15.32% ▼ −1.35% −1.56% vs SPY
- Sep 16, 20267w ago 6-K Bullish 6/10 Entry $6.66 to $6.45 Now $7.68 +15.32% ▼ −3.15% −4.36% vs SPY
- Aug 11, 202613w ago EFFECT Neutral 3/10 Entry $6.65 to $6.39 Now $7.68 +15.49% ▼ −3.91% −2.85% vs SPY
- Aug 5, 202613w ago 6-K Mixed 7/10 Entry $5.85 to $6.17 Now $7.68 +31.28% ▲ +5.47% +6.07% vs SPY
- Jul 13, 202617w ago 6-K Bullish 7/10 Entry $6.02 to $6.49 Now $7.68 +27.57% ▲ +7.81% +4.62% vs SPY
US Market Status
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