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Noble Corporation plc

NE Energy
$43.51 $-1.64 (-3.63%)
Market Cap: $6.94 B
Gurus Holding
8
Popularity Rank
#920
% of Shares Held
9.32%
Net Activity (Q1 2026)
+$64.96 M

Guru Ownership Trend

Guru Analysis for Noble Corporation plc (NE)

Noble Corporation plc (NE), a key player in the Energy sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $647.28 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $64.96 M net inflow during the quarter.

Recent activity highlights Jeremy Grantham who opened a new position. Conversely, Joel Greenblatt reduced exposure by 47.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$72.69 M
Total Buy Value
New Buys 1
Additions 2
-$7.74 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Noble Corporation plc (NE)

Major holders include First Eagle Investment ($665.48 M), Cliff Asness ($45.55 M), HOTCHKIS & WILEY ($8.13 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 14.88 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $64.96 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited NE. The total reported sell value was $7.74 M.

Yes, 1 managers opened new positions in NE, and 2 increased their existing holdings. The total reported buy value was $72.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.88% Add 11.2% 13,561,846 $665.48 M Q1 2026
0.02% Reduce -0.3% 928,209 $45.55 M Q1 2026
0.03% Reduce -24.3% 165,719 $8.13 M Q1 2026
0.01% New Buy 95,598 $4.69 M Q1 2026
0.21% Add 57.2% 54,434 $2.67 M Q1 2026
0.45% 42,000 $2.06 M Q1 2026
0.00% Reduce -47.2% 22,837 $1.12 M Q1 2026
0.00% Reduce -41.2% 5,911 $290,053 Q1 2026
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