ECA
NESR

Encompass Capital Advisors’s National Energy Services Reunited Corp NESR Stock Holding History

Encompass Capital Advisors’s Portfolio NESR Stock Details NESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.5M Sell
4,261,389
-2,841,895
-40% -$59.2M 2.74% 8
2025
Q4 		$111M Sell
7,103,284
-2,102,603
-23% -$27.6M 4.54% 7
2025
Q3 		$94.5M Hold
9,205,887
– – 3.32% 5
2025
Q2 		$55.4M Buy
9,205,887
+382,640
+4% +$2.37M 2.02% 18
2025
Q1 		$64.9M Sell
8,823,247
-5,785
-0.1% -$49.9K 2.49% 14
2024
Q4 		$79.1M Buy
+8,829,032
New +$78.1M 2.97% 5
2023
Q2 		– Sell
-4,150,672
Closed -$21.8M – 74
2023
Q1 		$21.8M Buy
4,150,672
+48,872
+1% +$323K 1.08% 27
2022
Q4 		$28.5M Sell
4,101,800
-33,497
-0.8% -$222K 1.1% 26
2022
Q3 		$24.6M Buy
4,135,297
+588,142
+17% +$3.95M 1.24% 28
2022
Q2 		$24.1M Buy
3,547,155
+135,560
+4% +$986K 1.62% 27
2022
Q1 		$28.7M Buy
3,411,595
+246,728
+8% +$2.35M 1.09% 22
2021
Q4 		$29.9M Buy
3,164,867
+39,435
+1% +$441K 1.5% 14
2021
Q3 		$39.1M Sell
3,125,432
-252,292
-7% -$3.07M 2.4% 10
2021
Q2 		$48.1M Sell
3,377,724
-287,047
-8% -$3.86M 3.35% 6
2021
Q1 		$45.3M Sell
3,664,771
-136,179
-4% -$1.6M 3.54% 4
2020
Q4 		$37.7M Buy
3,800,950
+295,728
+8% +$2.45M 2.67% 6
2020
Q3 		$22.4M Buy
3,505,222
+7,306
+0.2% +$51.8K 1.99% 19
2020
Q2 		$24.1M Buy
3,497,916
+308,683
+10% +$1.65M 3.21% 12
2020
Q1 		$16.2M Buy
3,189,233
+167,377
+6% +$1.22M 1.74% 19
2019
Q4 		$27.6M Buy
3,021,856
+55,952
+2% +$432K 1.75% 18
2019
Q3 		$19.8M Buy
2,965,904
+304,266
+11% +$2.37M 1.36% 23
2019
Q2 		$23.2M Buy
2,661,638
+8,796
+0.3% +$83.9K 1.39% 21
2019
Q1 		$27.7M Buy
2,652,842
+29,859
+1% +$264K 2.07% 14
2018
Q4 		$22.7M Buy
2,622,983
+268,764
+11% +$2.59M 2.51% 14
2018
Q3 		$27.4M Buy
2,354,219
+349,512
+17% +$3.97M 2.36% 12
2018
Q2 		$20.9M Buy
+2,004,707
New +$20.4M 1.92% 16

Other funds holding NESR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Encompass Capital Advisors's NESR Position: Q1 2026 in Review

Encompass Capital Advisors reduced its National Energy Services Reunited Corp (NESR) stake by 40% in Q1 2026, selling an estimated $59.2M and leaving 4,261,389 shares worth $91.5M. The position accounts for 2.74% of the portfolio, ranked #8.

Encompass Capital Advisors first reported a position in NESR in Q2 2018 and has held it in 26 quarters since. The position peaked at $111M in Q4 2025. 188 funds tracked by Wall St. Rank hold NESR as of Q1 2026.

  • Encompass Capital Advisors held 4,261,389 shares of National Energy Services Reunited Corp worth $91.5M as of Q1 2026.
  • Encompass Capital Advisors sold 2,841,895 National Energy Services Reunited Corp shares in Q1 2026, an estimated $59.2M.
  • National Energy Services Reunited Corp made up 2.74% of Encompass Capital Advisors's portfolio in Q1 2026, its #8 holding.
  • Encompass Capital Advisors first reported a position in National Energy Services Reunited Corp in Q2 2018 and has held it in 26 quarters since.
  • Encompass Capital Advisors's National Energy Services Reunited Corp position peaked at $111M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q1 2026.

Based on Encompass Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.