Position in NE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$97,686,393
+$41,106,512 QoQ
Shares Held
1,990,756
-0.6% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 90.1898072892911.ToString("F0")%
Shared 0.ToString("F0")%
None 9.810192710708897.ToString("F0")%
Common Shares in NE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026MORGAN STANLEY holds $831,656,864 across 10 Oil & Gas Drilling names. NE ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAL |
Valaris Ltd
|
2,080,855 | $204,007,017 | |
| 2 | RIG |
Transocean Ltd.
|
21,693,064 | $143,825,008 | |
| 3 | SOC |
Sable Offshore Corp.
|
7,274,002 | $120,166,511 | |
| 4 | NE |
Noble Corp plc
This page
|
1,990,756 | $97,686,393 | |
| 5 | HP |
Helmerich & Payne, Inc.
|
2,660,510 | $95,858,171 | |
| 6 | PTEN |
Patterson Uti Energy Inc
|
6,899,740 | $74,724,179 | |
| 7 | SDRL |
SEADRILL Ltd
|
718,762 | $32,703,668 | |
| 8 | PDS |
PRECISION DRILLING Corp
|
245,195 | $24,127,185 |
All Filings in NE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,686,393 | 1,990,756 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $56,579,881 | 2,003,537 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $57,974,731 | 2,050,026 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $53,319,165 | 2,008,255 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $36,721,652 | 1,549,437 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,381,894 | 1,349,742 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $48,235,366 | 1,334,681 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $35,983,028 | 805,891 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $22,846,883 | 471,167 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $29,174,746 | 605,788 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,069,704 | 337,013 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,472,409 | 374,544 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,130,650 | 358,010 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,503,034 | 225,485 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,298,287 | 753,830 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||