Position in NGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,701,636
+$3,918,649 QoQ
Shares Held
410,330
+12.4% QoQ
Ownership
3.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 160 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NGS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,099,959,016 across 38 Oil & Gas Equipment & Services names. NGS ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
6,164,070 | $209,270,176 | |
| 2 | SEI |
Solaris Energy Infrastructure, Inc.
|
1,979,861 | $159,299,616 | |
| 3 | KGS |
Kodiak Gas Services, Inc.
|
2,103,821 | $158,060,071 | |
| 4 | AROC |
Archrock, Inc.
|
2,682,046 | $109,186,092 | |
| 5 | NOV |
NOV Inc.
|
4,105,593 | $76,158,750 | |
| 6 | FTI |
TechnipFMC plc
|
875,052 | $58,015,947 | |
| 7 | AESI |
Atlas Energy Solutions Inc.
|
3,209,946 | $53,317,203 | |
| 8 | LB |
LandBridge Co LLC
|
518,850 | $41,113,674 |
All Filings in NGS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,701,636 | 410,330 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,782,987 | 365,209 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,044,708 | 60,764 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,159,877 | 41,439 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $365,856 | 14,175 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $311,842 | 14,194 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $315,998 | 11,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $421,929 | 22,079 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $729,671 | 36,266 | Shares | Sole | 2024-08-14 | |
| 2021-06-30 | $189,984 | 18,481 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $230,203 | 24,386 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||