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

GeoSphere 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 Q2	$23.9M	Buy	799,578 +250,000	+45%	+$6.19M	7.81%	4
2026 Q1	$11.8M	Sell	549,578 -865,546	-61%	-$18M	5.16%	5
2025 Q4	$22.2M	Sell	1,415,124 -73,573	-5%	-$965K	7.29%	3
2025 Q3	$15.3M	Buy	1,488,697 +481,228	+48%	+$3.85M	11.6%	1
2025 Q2	$6.06M	Buy	1,007,469 +161,752	+19%	+$1M	5.19%	4
2025 Q1	$6.22M	Sell	845,717 -319,779	-27%	-$2.76M	3.38%	5
2024 Q4	$10.4M	Buy	+1,165,496	New	+$10.3M	4.89%	3
2024 Q1	–	Sell	-559,000	Closed	-$3.41M	–	39
2023 Q4	$3.41M	Buy	+559,000	New	+$3.41M	2.86%	12
2023 Q2	–	Sell	-280,000	Closed	-$1.47M	–	44
2023 Q1	$1.47M	Buy	280,000 +170,000	+155%	+$1.12M	1.39%	23
2022 Q4	$763K	Buy	+110,000	New	+$728K	0.72%	28
2019 Q3	$735K	Buy	110,000 +20,000	+22%	+$155K	6.19%	8
2019 Q2	$783K	Buy	+90,000	New	+$858K	2.5%	12

Other funds holding NESR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GeoSphere Capital Management's NESR Position: Q2 2026 in Review

GeoSphere Capital Management increased its National Energy Services Reunited Corp (NESR) stake by 45% in Q2 2026, buying an estimated $6.19M and bringing the position to 799,578 shares worth $23.9M. The position accounts for 7.81% of the portfolio, ranked #4.

GeoSphere Capital Management first reported a position in NESR in Q2 2019 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold NESR as of Q2 2026.

GeoSphere Capital Management held 799,578 shares of National Energy Services Reunited Corp worth $23.9M as of Q2 2026.
GeoSphere Capital Management bought 250,000 National Energy Services Reunited Corp shares in Q2 2026, an estimated $6.19M.
National Energy Services Reunited Corp made up 7.81% of GeoSphere Capital Management's portfolio in Q2 2026, its #4 holding.
GeoSphere Capital Management first reported a position in National Energy Services Reunited Corp in Q2 2019 and has held it in 12 quarters since.
227 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q2 2026.

Based on GeoSphere Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.