Informed Momentum Co LLC
Position in NESR — National Energy Services Reunited Corp.
CIK 1510989
Solana Beach, CA
Position in NESR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,989,014
+$974,430 QoQ
Shares Held
233,512
-16.6% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#46
of 226 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in NESR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Informed Momentum Co LLC holds $38,791,675 across 10 Oil & Gas Equipment & Services names. NESR ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEI |
Solaris Energy Infrastructure, Inc.
|
111,196 | $8,946,830 | |
| 2 | NESR |
National Energy Services Reunited Corp.
This page
|
233,512 | $6,989,014 | |
| 3 | KGS |
Kodiak Gas Services, Inc.
|
72,427 | $5,441,440 | |
| 4 | EFXT |
Enerflex Ltd.
|
220,963 | $5,415,803 | |
| 5 | WTTR |
Select Water Solutions, Inc.
|
250,180 | $4,998,596 | |
| 6 | PUMP |
ProPetro Holding Corp.
|
124,224 | $1,781,372 | |
| 7 | LBRT |
Liberty Energy Inc.
|
67,543 | $1,768,951 | |
| 8 | NGS |
Natural Gas Services Group Inc
|
33,651 | $1,451,704 |
All Filings in NESR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,989,014 | 233,512 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,014,584 | 280,139 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,836,246 | 308,828 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||