NOBLE CORP PLC (NE) — Hedge Fund Ownership Q1 2026
NE
- NOBLE CORP PLC (NE) is held by 3 of 84 tracked hedge funds, with Patient Capital Management (2%) 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 First Eagle Investment Management (+11%) and Patient Capital Management (+5%), highlighting conviction.
- 1 hedge fund exited NE.
- Overall, hedge funds increased exposure to NOBLE CORP PLC (NE) by +10% vs the prior quarter and +11% 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
|
2.47% | 1.3M | +5.21% | — | $66.1M | $49.07 | — |
| 2 |
First Eagle Investment Management
|
1.13% | 13.6M | +11.20% | +11.27% | $665.5M | $49.07 | — |
| 3 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.21% | 54K | +57.16% | — | $2.7M | $49.07 | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 3 | Total | — | 15.0M | +10.47% | +11.27% | $734.3M | — | — |
* 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.