Just saw that FourWorld Capital dropped $73 million into Sable Offshore (SOC) in Q4 — and it's now their biggest position at 62.9% of the fund. That's a pretty bold bet considering the stock tanked 73% over the past year.



They're basically all-in on this energy play. SOC is an offshore oil and gas producer, but here's the thing — they're dealing with some serious legal headaches. That Las Flores pipeline restart got blocked by a Santa Barbara judge, and environmental groups keep filing lawsuits. So FourWorld is betting big that these regulatory issues eventually get resolved.

Stock's trading at $8.25 now, down massively from where it was. Could be a value trap or could be a turnaround story if the legal battles swing in their favor. Either way, putting over 60% of your portfolio into one beaten-down energy stock is pretty risky. Curious what happens next with this pipeline situation.
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