John Overdeck’s National Energy Services Reunited Corp NESR Stock Holding History

John Overdeck’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	$3.02M	Sell	100,753 -290,479	-74%	-$7.19M	﹤0.01%	2621
2026 Q1	$8.4M	Buy	391,232 +338,793	+646%	+$7.06M	0.01%	1535
2025 Q4	$821K	Sell	52,439 -32,445	-38%	-$426K	﹤0.01%	3063
2025 Q3	$871K	Buy	+84,884	New	+$680K	﹤0.01%	2672
2025 Q2	–	Sell	-23,539	Closed	-$173K	–	3632
2025 Q1	$173K	Sell	23,539 -19,017	-45%	-$164K	﹤0.01%	2882
2024 Q4	$381K	Buy	+42,556	New	+$376K	﹤0.01%	2657
2023 Q1	–	Sell	-88,103	Closed	-$611K	–	3245
2022 Q4	$611K	Buy	+88,103	New	+$583K	﹤0.01%	1934
2022 Q2	–	Sell	-31,109	Closed	-$261K	–	3016
2022 Q1	$261K	Buy	+31,109	New	+$296K	﹤0.01%	2263
2021 Q3	–	Sell	-115,007	Closed	-$1.64M	–	4815
2021 Q2	$1.64M	Buy	+115,007	New	+$1.55M	﹤0.01%	2044

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

John Overdeck's NESR Position: Q2 2026 in Review

John Overdeck reduced its National Energy Services Reunited Corp (NESR) stake by 74% in Q2 2026, selling an estimated $7.19M and leaving 100,753 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

John Overdeck first reported a position in NESR in Q2 2021 and has held it in 9 quarters since. The position peaked at $8.4M in Q1 2026. 224 funds tracked by Wall St. Rank hold NESR as of Q2 2026.

John Overdeck held 100,753 shares of National Energy Services Reunited Corp worth $3.02M as of Q2 2026.
John Overdeck sold 290,479 National Energy Services Reunited Corp shares in Q2 2026, an estimated $7.19M.
National Energy Services Reunited Corp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2621 holding.
John Overdeck first reported a position in National Energy Services Reunited Corp in Q2 2021 and has held it in 9 quarters since.
John Overdeck's National Energy Services Reunited Corp position peaked at $8.4M in Q1 2026.
224 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.