Noble Corporation plc (NE) Gained from Energy Price Hike
Patient Capital Management, based in Baltimore, released its first-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy,” available for download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 1,051,899 | $51,616,684 | -8% | 1.85% |
| 2. | Bayforest Capital Theodoros Tsagaris | 2,796 | $137,200 | -66% | 0.15% |
| 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 |
|---|---|---|---|---|---|---|
| $47.07 | 47,161 | $2,219,679.63 | 164,781 | 2026-03-18 | Filing | |
| $46.43 | 102,839 | $4,774,814.77 | 211,942 | 2026-03-18 | Filing | |
| $47.11 | 27,247 | $1,283,551.68 | 1,243,828 | 2026-03-18 | Filing | |
| $46.43 | 72,753 | $3,378,212.80 | 1,271,075 | 2026-03-18 | Filing | |
| $45.29 | 14,334 | $649,215.53 | 59,927 | 2026-03-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,157,475 | $56,797,298 | 0.57% | |
| 2. | 707,873 | $34,735,350 | 1.18% | |
| 3. | 555,516 | $27,259,170 | 0.19% | |
| 4. | 56,401 | $2,767,621 | 0.02% | |
| 5. | 55,800 | $2,738,106 | 0.05% |