NOBLE CORP PLC (NE) — Hedge Fund Ownership Q4 2025
NE
- NOBLE CORP PLC (NE) is held by 4 of 82 tracked hedge funds, with Patient Capital Management (1%) and First Eagle Investment Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in NE holdings came from Patient Capital Management (+19%) and First Eagle Investment Management (+0.2%), highlighting conviction.
- 1 hedge fund exited NE, led by Dalal Street (2%).
- Overall, hedge funds increased exposure to NOBLE CORP PLC (NE) by +0% vs the prior quarter and +2% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Patient Capital Management Samantha McLemore
|
1.40% | 1.3M | +18.51% | — | $36.2M | $28.24 | — |
| 2 |
First Eagle Investment Management
|
0.61% | 12.2M | +0.24% | +1.70% | $344.4M | $28.24 | — |
| 3 |
Third Avenue Management
|
0.08% | 35K | +16.74% | — | $978,149 | $28.24 | — |
| 4 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.08% | 35K | +16.74% | — | $978,149 | $28.24 | — |
| — |
Dalal Street Mohnish Pabrai
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 13.5M | +0.00% | +1.70% | $382.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.