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National Energy Services Reunited Corp.

NESR Energy
$25.76 $-0.53 (-2.02%)
Market Cap: $2.6 B
Gurus Holding
4
Popularity Rank
#2267
% of Shares Held
1.87%
Net Activity (Q1 2026)
+$17.9 M

Guru Ownership Trend

Guru Analysis for National Energy Services Reunited Corp. (NESR)

National Energy Services Reunited Corp. (NESR), a key player in the Energy sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.47 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $17.9 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, HOTCHKIS & WILEY reduced exposure by 74.4%.

Key Holders

Top 5 by Value

$20.72 M
$13.85 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$26.58 M
Total Buy Value
New Buys 2
Additions 1
-$8.68 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for National Energy Services Reunited Corp. (NESR)

Major holders include Steven Cohen ($20.72 M), Cliff Asness ($13.85 M), HOTCHKIS & WILEY ($2.99 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.88 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.9 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited NESR. The total reported sell value was $8.68 M.

Yes, 2 managers opened new positions in NESR, and 1 increased their existing holdings. The total reported buy value was $26.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% New Buy 964,985 $20.72 M Q1 2026
0.01% Add 27.9% 645,024 $13.85 M Q1 2026
0.01% Reduce -74.4% 139,220 $2.99 M Q1 2026
0.01% New Buy 132,476 $2.84 M Q1 2026
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