Position in SOC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,166,511
+$72,956,826 QoQ
Shares Held
7,274,002
+39.0% QoQ
Ownership
4.71%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SOC 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. SOC ranks #3 (14.4% 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.
This page
|
7,274,002 | $120,166,511 | |
| 4 | NE |
Noble Corp plc
|
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 SOC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,166,511 | 7,274,002 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,209,685 | 5,233,890 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $14,768,712 | 845,860 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,541,334 | 843,555 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,544,917 | 770,395 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,702,968 | 249,038 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,604,038 | 279,477 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,411,302 | 160,007 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,893 | 629 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||