Noble Corporation plc (NE): A Bull Case Theory
We came across a bullish thesis on Noble Corporation plc on Lasse’s Substack. In this article, we will summarize the bulls’ thesis on NE.
Noble Corp (NE)
Market is closed
Sector: Drilling Oil & Gas Wells
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 12,166,096 | $323,009,848 | -1% | 0.63% |
| 2. | Sourcerock Group Christian Zann | 5,184,346 | $137,644,386 | +29% | 7.18% |
| 3. | Mohnish Pabrai Mohnish Pabrai | 1,728,744 | $45,898,153 | 16.9% | |
| 4. | Canyon Capital Advisors Joshua Friedman And Mitchell Julis | 1,462,837 | $38,838,322 | 5.37% | |
| 5. | Hosking Partners Jeremy Hosking | 1,031,166 | $27,377,457 | +6% | 1.09% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,231,646 | $351,300,201 | 0.01% | |
| 2. | 10,972,050 | $291,307,918 | 0.01% | |
| 3. | 4,765,716 | $126,529,760 | 0.02% | |
| 4. | 3,993,364 | $106,026,048 | 0.02% | |
| 5. | 3,343,057 | $88,758,163 | 0% |
News See All
Noble Corporation Plc (NYSE:NE) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Rebecca, and I will be your conference operator today.
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Operator: Thank you for standing by. My name is Bailey, and I will be your conference operator today.
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Billionaire Hedge Funds
