Cobas Asset Management, SGIIC, S.A., a Spain-based fund manager, filed a Schedule 13G with the SEC on November 6, 2026, disclosing beneficial ownership of 29,406,168 shares of Kosmos Energy Ltd. common stock as of October 28, 2026.

Key Highlights

  • Beneficial ownership: Cobas Asset Management reported ownership of 29,406,168 shares of Kosmos Energy common stock, par value $0.01 per share.
  • Percent of class: The filing states the shares represent 4.938166% of the class, displayed as 4.9% in the cover table.
  • Sole voting and dispositive power: All 29,406,168 shares carry sole voting power and sole dispositive power; shared voting and shared dispositive power are each reported as 0.
  • Triggering event date: The date of event requiring the filing is listed as October 28, 2026.
  • Filer identity: The reporting person is Cobas Asset Management, SGIIC, S.A., organized in Spain, with a principal business address of Paseo de la Castellana, 53, 28046 Madrid, Spain.
  • Certification: The filing was signed by Francisco Garcia Parames, Chief Executive Officer, on November 6, 2026.

Cobas Asset Management's Disclosed Position in Kosmos Energy Common Stock

According to the Schedule 13G filed November 6, 2026, Cobas Asset Management, SGIIC, S.A. reported a passive ownership position in Kosmos Energy Ltd. (NYSE:KOS), the Dallas, Texas-based energy company whose principal executive offices are located at 8176 Park Lane, Suite 500, Dallas, Texas, 75231. The filing covers common stock with CUSIP number 500688106 and was triggered by an event dated October 28, 2026.

The filing discloses that Cobas Asset Management holds 29,406,168 shares, representing 4.938166% of the outstanding class. The reporting person classified itself as a "Fund Manager" under Item 3 of the schedule. All shares are attributed to sole voting power and sole dispositive power, with no shares reported under shared voting or shared dispositive arrangements, according to the filing.

Under Item 5, the filing notes "Ownership of 5 percent or less of a class." The certification included in Item 10 states that, to the best of the filer's knowledge, "the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities." Items 6, 7, 8, and 9 are each listed as "Not Applicable," indicating no ownership on behalf of another person, no subsidiary involvement, and no group membership or dissolution.

What Was Disclosed

Cobas Asset Management, SGIIC, S.A. disclosed a 4.938166% passive stake of 29,406,168 shares of Kosmos Energy Ltd. common stock via a Schedule 13G filed November 6, 2026, with a triggering event date of October 28, 2026.