Guru Ownership Over Time
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 $405.1 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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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)
Top Guru holders include First Eagle Investment ($344.06 M), Cliff Asness ($27.22 M), Mohnish Pabrai ($6.76 M). Collectively, tracked Gurus hold 13.63 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $36.86 M, with 4 Gurus buying and 5 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 3 Gurus sold out of NE completely. Total sell value was $45.79 M.
Yes, 1 Gurus opened new positions in NE, and 3 added to their existing holdings. Total buy value was $8.93 M.