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Tallyman AS
Thomas Wilhelmsen · Family Office · Value
Tallyman AS is a private investment firm and family office based in Lysaker, Norway, serving as the principal holding vehicle for the Wilhelmsen family, a prominent shipping dynasty with a legacy dating back to 1861. The firm is the majority shareholder of Wilh. Wilhelmsen Holding ASA, a leading global maritime conglomerate specializing in shipping, logistics, and marine services. Tallyman AS was established to consolidate and manage the family's generational interests and strategic industrial holdings. Under the leadership of Thomas Wilhelmsen, the firm focuses on long-term value creation within the maritime value chain, overseeing a diverse portfolio that includes legacy shipping operations as well as strategic investments in renewable energy, maritime digitalization, and sustainable technology to address the industry's energy transition.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | 0.0% |
| YTD return | -2.8% |
| Sharpe ratio | 0.14 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.wilhelmsen.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| WILWY | Wallenius Wilhelmsen ASA | 100.0% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | WILWY | 0.0% → 100.0% |
Investment Style Analysis
Tallyman AS is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Marine Shipping sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Tallyman AS made a significant move by increasing exposure to WILWY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Tallyman AS follows an investment philosophy rooted in long-term industrial stewardship and responsible ownership. As a multi-generational family office, the institution prioritizes stability and sustainable value growth over short-term capital returns. Its strategy is centered on maintaining dominant control over its core maritime holdings while selectively expanding into sectors that complement the digital and environmental transformation of global trade. The firm emphasizes quality, operational excellence, and environmental stewardship, seeking to leverage its global footprint and maritime expertise to build resilient industrial positions. By focusing on innovation and long-term partnerships, Tallyman AS aims to preserve its heritage while driving the evolution of the global merchant fleet toward zero-emission and digitally integrated operations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Tallyman AS.
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Frequently asked questions
How is the simulated portfolio for Tallyman AS constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Tallyman AS's largest holding?
As of the latest filing, Tallyman AS's top position is Wallenius Wilhelmsen ASA (WILWY), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Tallyman AS's historical performance and risk profile?
Our simulation indicates a total return of 0.0%. Notably, the portfolio maintains a Sharpe Ratio of 0.14, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Tallyman AS primarily invest in?
Tallyman AS has a strong preference for the Marine Shipping sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Tallyman AS's portfolio concentrated or diversified?
Tallyman AS runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Tallyman AS performed in 2026?
Our AI-simulated model portfolio for Tallyman AS tracks a Year-to-Date (YTD) return of -2.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Thomas Wilhelmsen manage Tallyman AS directly?
Yes, Thomas Wilhelmsen serves as the key portfolio manager for Tallyman AS, overseeing the investment strategy and final capital allocation decisions.