GEO sits inside a corner of the economy most investors never see, built on long-term government contracts and policy-dependent demand. Here’s why that business model is drawing fresh institutional interest.On November 10, 2025, Turiya Advisors Asia Ltd disclosed a new position in The GEO Group (GEO 0.20%), acquiring 5,644,900 shares valued at an estimated $115.66 million.Acquired 5,644,900 shares, increasing reported holdings by $115.66 millionTransaction represents 30.62% of the fund’s reportable U.S. equi ...

The GEO Group, Inc generates revenue primarily through long-term contracts with government agencies for facility operation, electronic supervision, and community-based reentry programs. Its main customers include federal, state, and local government agencies responsible for corrections, detention, and rehabilitation services.The GEO Group, Inc. operates at scale as a leading provider of diversified correctional, detention, and community reentry services, serving government clients across multiple countries. ...