Guru Ownership Over Time
Guru Analysis for Sable Offshore Corp. (SOC)
Sable Offshore Corp. (SOC), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $9.33 M.
Top institutional holders include Li Lu and Louis Moore Bacon.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.1 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Mario Gabelli reduced exposure by 0.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.73% | 1,343,000 | $23.45 M | Q3 2025 | ||
| 0.05% | 200,000 | $3.49 M | Q3 2025 | ||
| 0.00% | New Buy | 96,579 | $1.69 M | Q3 2025 | |
| 0.00% | Reduce -0.8% | 15,654 | $273,319 | Q3 2025 | |
| 0.00% | New Buy | 10,857 | $189,563 | 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 Sable Offshore Corp. (SOC)
Top Guru holders include Li Lu ($23.45 M), Louis Moore Bacon ($3.49 M), Steven Cohen ($1.69 M). Collectively, tracked Gurus hold 1.67 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $4.1 M, with 2 Gurus buying and 2 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of SOC completely. Total sell value was $5.98 M.
Yes, 2 Gurus opened new positions in SOC, and 0 added to their existing holdings. Total buy value was $1.88 M.