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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $490.67 M.
Top institutional holders include First Eagle Investment and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.86 M net outflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 105.4%. Conversely, Mohnish Pabrai reduced exposure by 86.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.63% | Add 0.0% | 12,166,208 | $344.06 M | Q3 2025 | |
| 0.02% | Add 9.0% | 962,456 | $27.22 M | Q3 2025 | |
| 2.01% | Reduce -86.2% | 239,000 | $6.76 M | Q3 2025 | |
| 0.02% | New Buy | 221,029 | $6.25 M | Q3 2025 | |
| 0.07% | Add 105.4% | 29,669 | $839,039 | Q3 2025 | |
| 0.00% | Reduce -28.8% | 7,605 | $215,069 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Noble Corporation plc (NE)
Major holders include First Eagle Investment ($344.06 M), Cliff Asness ($27.22 M), Mohnish Pabrai ($6.76 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 13.63 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.86 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited NE. The total reported sell value was $45.79 M.
Yes, 1 managers opened new positions in NE, and 3 increased their existing holdings. The total reported buy value was $8.93 M.