Stabilis Solutions Inc (SLNG) 13F Investor Activity Report (Q2 2026)

Stabilis Solutions (ticker: SLNG) filed an 8-K on August 11, 2026, after issuing a press release covering its results for the three and six months ended June 30, 2026. The release includes non-GAAP financial measures, and the company says it provided reconciliations to the most comparable GAAP measures as required by Regulation G. The excerpt doesn't include any actual figures, so it only tells you the company published its quarterly results — not whether those results were good or bad.

Stabilis Solutions (SLNG) disclosed the results of its annual meeting held on August 10, 2026. Shareholders elected all six director nominees — J. Casey Crenshaw, Benjamin J. Broussard, Stacey B. Crenshaw, Edward L. Kuntz, Peter C. Mitchell, and Matthew W. Morris — each with strong support and roughly 1.77 million broker non-votes. They also ratified CohnReznick L.L.P. as the company's independent accounting firm for 2026, with about 14.58 million votes for and around 787,000 against. This is a routine shareholder-vote disclosure with no surprises.

Stabilis Solutions' independent auditor, Ham, Langston and Brezina (HL&B), resigned after being acquired by CohnReznick. The audit committee promptly appointed CohnReznick as the new auditor. HL&B's previous audit reports contained no adverse opinions or disclaimers, and the company reported no accounting disagreements with HL&B.

Stabilis Solutions (SLNG) entered into a Second Modification Agreement with The Huntington National Bank on June 29, 2026, amending its June 2023 loan deal. The new terms require a minimum fixed charge coverage ratio of 1.20 and a $5 million cash collateral account. Until the company meets this ratio for two straight quarters starting March 31, 2027, credit is limited to the account balance, capped at $10 million. A $15,000 upfront fee was paid.

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