Fort Baker Capital Management’s National Energy Services Reunited Corp NESR Stock Holding History

Fort Baker Capital Management’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	–	Sell	-783,649	Closed	-$12.3M	–	141
2025 Q4	$12.3M	Sell	783,649 -34,103	-4%	-$447K	1.34%	28
2025 Q3	$8.39M	Sell	817,752 -900,082	-52%	-$7.21M	1.33%	27
2025 Q2	$10.3M	Sell	1,717,834 -970,103	-36%	-$6.01M	1.78%	16
2025 Q1	$19.8M	Sell	2,687,937 -400,273	-13%	-$3.45M	4.09%	7
2024 Q4	$27.7M	Buy	+3,088,210	New	+$27.3M	4.46%	6

Other funds holding NESR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fort Baker Capital Management's NESR Position: Q1 2026 in Review

Fort Baker Capital Management sold out of National Energy Services Reunited Corp (NESR) in Q1 2026, closing a stake of 783,649 shares — an estimated $12.3M sold.

Fort Baker Capital Management first reported a position in NESR in Q4 2024 and held it in 5 quarters. The position peaked at $27.7M in Q4 2024. 188 funds tracked by Wall St. Rank hold NESR as of Q1 2026.

Fort Baker Capital Management reported no remaining National Energy Services Reunited Corp position as of Q1 2026 after selling out during the quarter.
Fort Baker Capital Management sold 783,649 National Energy Services Reunited Corp shares in Q1 2026, an estimated $12.3M.
Fort Baker Capital Management first reported a position in National Energy Services Reunited Corp in Q4 2024 and held it in 5 quarters.
Fort Baker Capital Management's National Energy Services Reunited Corp position peaked at $27.7M in Q4 2024.
188 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q1 2026.

Based on Fort Baker Capital Management's 13F filing for Q1 2026, filed 15 May 2026.