Position in NE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$520,602,142
-$144,877,640 QoQ
Shares Held
13,957,162
+2.9% QoQ
Ownership
8.74%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2
of 370 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026First Eagle Investment Management, LLC holds $527,364,660 across 2 Oil & Gas Drilling names. NE ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NE |
Noble Corp plc
This page
|
13,957,162 | $520,602,142 | |
| 2 | SDRL |
SEADRILL Ltd
|
178,808 | $6,762,518 |
All Filings in NE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,602,142 | 13,957,162 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $690,067,827 | 14,062,927 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $665,479,782 | 13,561,846 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $344,410,097 | 12,195,825 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $344,060,361 | 12,166,208 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,009,848 | 12,166,096 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $288,869,795 | 12,188,599 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $333,291,369 | 14,062,927 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $376,577,311 | 11,992,908 | Shares | Sole | 2025-02-12 | |
| 2024-12-31 | $376,555,582 | 11,992,216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $211,190,631 | 5,843,681 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $116,185,104 | 2,602,130 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $126,504,057 | 2,608,869 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $125,646,357 | 2,608,936 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $21,694,408 | 428,320 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||