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Inside America's Shadow Infrastructure: Why GEO's Contract Engine Is Drawing Institutional Interest
The Motley Fool· 2025-11-21 11:27
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 ...