Noble Corporation Plc (NYSE:NE) Q1 2026 Earnings Call Transcript
Operator: Hello, everyone, and welcome to Noble Corporation Plc First Quarter 2026 Earnings Call. Please note that this call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 13,561,846 | $665,479,759 | +12% | 1.13% |
| 2. | Sourcerock Group Christian Zann | 3,681,172 | $180,635,110 | -26% | 7.29% |
| 3. | Patient Capital Management Samantha Mclemore | 1,347,854 | $66,139,240 | +6% | 2.42% |
| 4. | Hosking Partners Jeremy Hosking | 1,051,899 | $51,616,684 | -8% | 1.85% |
| 5. | AQR Capital Management Cliff Asness | 928,209 | $45,547,205 | -1% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.00 | 5,000 | $115,000.00 | 5,000 | 2025-03-11 | Filing | |
| $23.00 | 5,000 | $115,000.00 | 29,130 | 2025-03-11 | Filing | |
| $27.83 | 8,992 | $250,247.36 | 38,361 | 2025-02-20 | Filing | |
| $27.94 | 8,000 | $223,520.00 | 298,505 | 2025-02-20 | Filing | |
| $27.85 | 12,568 | $350,018.80 | 1,236,365 | 2025-02-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.60 | 1,500 | $78,900.00 | 27,803 | 2026-05-15 | Filing | |
| $52.63 | 3,500 | $184,187.50 | 29,303 | 2026-05-15 | Filing | |
| $51.61 | 724 | $37,364.19 | 1,360 | 2026-05-12 | Filing | |
| $49.86 | 40,000 | $1,994,200.00 | 40,071 | 2026-05-05 | Filing | |
| $49.31 | 30,000 | $1,479,330.00 | 29,927 | 2026-05-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,986,944 | $931,689,333 | 0.02% | |
| 2. | 8,008,452 | $392,974,740 | 0.02% | |
| 3. | 6,850,770 | $336,164,747 | 0.07% | |
| 4. | 5,682,197 | $278,825,407 | 0% | |
| 5. | 5,518,714 | $270,803,320 | 0.01% |