SFL Corporation Ltd.
US ˙ NYSE ˙ BMG7738W1064

SecuritySFL / SFL Corporation Ltd.
InstitutionMorgan Stanley
Latest Disclosed Ownership861,944 shares
Latest Disclosed Value $ 9,300,391
Morgan Stanley reports 38.76% decrease in ownership of SFL / SFL Corporation Ltd.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 861,944 shares of SFL Corporation Ltd. (US:SFL) valued at $9,300,376 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,407,394 shares of SFL Corporation Ltd.. This represents a change in shares of -38.76% during the quarter. The current value of the position is $9,446,906 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SFL SHS G7738W106 861,944 -545,450 -38.76 9,300 -15.39 0.0006
2026-05-27 2025-12-31 13F/A-1 SFL SHS G7738W106 1,407,394 239,993 20.56 10,992 25.04 0.0007
2026-02-13 2025-12-31 13F SFL SHS G7738W106 1,407,394 239,993 10,992 0.0007
2026-05-27 2025-09-30 13F/A-1 SFL SHS G7738W106 1,167,401 -55,140 -4.51 8,791 -13.68 0.0005
2025-11-14 2025-09-30 13F SFL SHS G7738W106 1,167,401 -55,140 8,791 0.0005
2025-08-15 2025-06-30 13F SFL SHS G7738W106 1,222,541 -637,262 -34.27 10,184 -33.23 0.0007
2025-05-15 2025-03-31 13F SFL SHS G7738W106 1,859,803 616,422 49.58 15,250 20.01 0.0011
2025-05-15 2024-12-31 13F/A-1 SFL SHS G7738W106 1,243,381 -7,977 -0.64 12,707 -12.23 0.0009
2025-02-14 2024-12-31 13F SFL SHS G7738W106 1,243,381 -7,977 12,707 0.0009
2025-05-14 2024-09-30 13F/A-2 SFL SHS G7738W106 1,251,358 -18,498 -1.46 14,478 -17.86 0.0010
2025-02-14 2024-09-30 13F/A-1 SFL SHS G7738W106 1,251,358 -18,498 14,478 0.0010
2024-11-14 2024-09-30 13F SFL SHS G7738W106 1,251,358 -18,498 14,478 0.0001
2025-05-14 2024-06-30 13F/A-2 SFL SHS G7738W106 1,269,856 302,216 31.23 17,626 38.20 0.0014
2024-10-17 2024-06-30 13F/A-1 SFL SHS G7738W106 1,269,856 302,216 17,626 0.0014
2024-08-14 2024-06-30 13F SFL SHS G7738W106 1,269,856 302,216 17,626 0.0014
2024-10-17 2024-03-31 13F/A-2 SFL SHS G7738W106 967,640 -212,381 -18.00 12,754 -4.18 0.0010
2024-08-16 2024-03-31 13F/A-1 SFL SHS G7738W106 967,640 -212,381 12,754 0.0001
2024-05-15 2024-03-31 13F SFL SHS G7738W106 967,640 -212,381 12,754 0.0010
2024-08-16 2023-12-31 13F/A-1 SFL SHS G7738W106 1,180,021 209,610 21.60 13,311 23.01 0.0012
2024-02-13 2023-12-31 13F SFL SHS G7738W106 1,180,021 209,610 13,311 0.0012
2023-11-15 2023-09-30 13F SFL SHS G7738W106 970,411 -130,859 -11.88 10,820 5.31 0.0011
2023-08-14 2023-06-30 13F SFL SHS G7738W106 1,101,270 -101,280 -8.42 10,275 -10.07 0.0010
2023-05-15 2023-03-31 13F SFL SHS G7738W106 1,202,550 -239,353 -16.60 11,424 -14.07 0.0012
2023-02-14 2022-12-31 13F SFL SHS G7738W106 1,441,903 -208,771 -12.65 13,294 -11.59 0.0015
2022-11-14 2022-09-30 13F SFL SHS G7738W106 1,650,674 -170,407 -9.36 15,037 -12.99 0.0020
2022-10-27 2022-06-30 13F/A-1 SFL SHS G7738W106 1,821,081 756,531 71.07 17,281 59.46 0.0022
2022-08-15 2022-06-30 13F SFL SHS G7738W106 1,821,081 756,531 17,281 0.0022
2022-10-27 2022-03-31 13F/A-1 SFL SHS G7738W106 1,064,550 9,675 0.92 10,837 26.07 0.0015
2022-05-13 2022-03-31 13F SFL SHS G7738W106 1,064,550 9,675 10,837 0.0015
2022-02-14 2021-12-31 13F SFL SHS G7738W106 1,054,875 258,332 32.43 8,596 28.78 0.0011
2021-11-15 2021-09-30 13F SFL SHS G7738W106 796,543 -540,814 -40.44 6,675 -34.76 0.0009
2021-08-23 2021-06-30 13F/A-1 SFL SHS G7738W106 1,337,357 901,063 206.53 10,231 192.40 0.0013
2021-08-16 2021-06-30 13F SFL SHS G7738W106 1,337,357 901,063 10,231 0.0003
2021-05-17 2021-03-31 13F SFL SHS G7738W106 436,294 -875,707 -66.75 3,499 -57.53 0.0005
2021-02-16 2020-12-31 13F SFL SHS G7738W106 1,312,001 984,979 301.20 8,239 236.42 0.0013
2020-11-13 2020-09-30 13F SFL SHS G7738W106 327,022 -492,400 -60.09 2,449 -67.83 0.0005
2020-08-14 2020-06-30 13F SFL SHS G7738W106 819,422 495,621 153.06 7,613 148.30 0.0017
2020-05-26 2020-03-31 13F/A-1 SFL SHS G7738W106 323,801 -139,513 -30.11 3,066 -54.48 0.0008
2020-05-15 2020-03-31 13F SFL SHS G7738W106 323,801 -139,513 3,066 235.5327
2020-02-14 2019-12-31 13F SFL SHS G7738W106 463,314 -244,055 -34.50 6,736 -32.18 0.0016
2019-11-14 2019-09-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 707,369 351,040 98.52 9,932 122.79 0.0026
2019-08-14 2019-06-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 356,329 -2,530 -0.71 4,458 0.68 0.0012
2019-05-15 2019-03-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 358,859 -87,164 -19.54 4,428 -5.71 0.0013
2019-02-14 2018-12-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 446,023 -20,105 -4.31 4,696 -27.52 0.0014
2019-04-23 2018-09-30 13F/A-2 SHIP FINANCE INTERNATIONAL L SHS G81075106 466,128 -316,523 -40.44 6,479 -44.62 0.0016
2018-11-20 2018-09-30 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 466,128 0 6,479 0.0016
2018-11-14 2018-09-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 466,128 -316,523 6,479
2019-04-23 2018-06-30 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 782,651 344,015 78.43 11,700 86.54 0.0032
2018-08-14 2018-06-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 782,651 344,015 11,700
2019-04-23 2018-03-31 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 438,636 -200,302 -31.35 6,272 -36.66 0.0017
2018-05-14 2018-03-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 438,636 -200,302 6,272
2019-04-23 2017-12-31 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 638,938 47,189 7.97 9,902 15.41 0.0027
2018-02-14 2017-12-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 638,938 47,189 9,902
2017-11-14 2017-09-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 591,749 22 0.00 8,580 6.62 0.0026
2017-08-11 2017-06-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 591,727 -122,548 -17.16 8,047 -23.36 0.0024
2017-05-22 2017-03-31 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 714,275 -104,451 -12.76 10,500 -13.64 0.0032
2017-05-12 2017-03-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 714,275 10,500
2017-02-22 2016-12-31 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 818,726 160,622 24.41 12,158 25.42 0.0040
2017-02-13 2016-12-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 818,726 12,158
2016-11-10 2016-09-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 658,104 -38,501 -5.53 9,694 -5.58 0.0033
2016-08-12 2016-06-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 696,605 -115,266 -14.20 10,267 -8.96 0.0037
2016-05-12 2016-03-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 811,871 36,901 4.76 11,277 -12.19 0.0043
2016-02-09 2015-12-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 774,970 -144,137 -15.68 12,842 -14.01 0.0046
2016-02-08 2015-09-30 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 919,107 184,409 25.10 14,935 24.56 0.0055
2015-11-09 2015-09-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 919,107 14,935
2015-08-12 2015-06-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 734,698 13,527 1.88 11,990 12.34 0.0042
2015-05-14 2015-03-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 721,171 -183,826 -20.31 10,673 -16.47 0.0039
2015-02-13 2014-12-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 904,997 -275,380 -23.33 12,778 -36.02 0.0047
2014-12-16 2014-09-30 13F/A-1 SHIP FINANCE INTERNATIONAL L SHS G81075106 1,180,377 121,200 11.44 19,972 1.43 0.0077
2014-11-14 2014-09-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 1,180,377 19,972
2014-08-12 2014-06-30 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 1,059,177 78,657 8.02 19,690 11.75 0.0337
2014-05-13 2014-03-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 980,520 146,227 17.53 17,620 28.94 0.0074
2014-02-13 2013-12-31 13F SHIP FINANCE INTERNATIONAL L SHS G81075106 834,293 -39,339 -4.50 13,665 2.44 0.0058
2013-11-13 2013-09-30 13F SHIP FINANCE INTL COM G81075106 873,632 -714,473 -44.99 13,340 -43.40 0.0063
2013-08-08 2013-06-30 13F SHIP FINANCE INTL COM G81075106 1,588,105 1,588,105 23,568 0.0119
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.