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

Long Focus 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
2025 Q4	–	Sell	-350,000	Closed	-$3.59M	–	103
2025 Q3	$3.59M	Sell	350,000 -147,921	-30%	-$1.18M	0.12%	79
2025 Q2	$3M	Hold	497,921	–	–	0.11%	81
2025 Q1	$3.66M	Hold	497,921	–	–	0.12%	82
2024 Q4	$4.46M	Buy	+497,921	New	+$4.4M	0.14%	74
2023 Q3	–	Sell	-497,921	Closed	-$1.47M	–	121
2023 Q2	$1.47M	Buy	+497,921	New	+$2.24M	0.07%	77
2023 Q1	–	Sell	-160,000	Closed	-$1.11M	–	123
2022 Q4	$1.11M	Hold	160,000	–	–	0.08%	78
2022 Q3	$950K	Hold	160,000	–	–	0.09%	75
2022 Q2	$1.08M	Buy	160,000 +90,000	+129%	+$655K	0.11%	72
2022 Q1	$588K	Hold	70,000	–	–	0.08%	83
2021 Q4	$662K	Buy	+70,000	New	+$782K	0.09%	80

Other funds holding NESR

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

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

ECA

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

GCM

GeoSphere Capital Management Miami Beach, Florida $306M AUM 134.85% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Long Focus Capital Management's NESR Position: Q4 2025 in Review

Long Focus Capital Management sold out of National Energy Services Reunited Corp (NESR) in Q4 2025, closing a stake of 350,000 shares — an estimated $3.59M sold.

Long Focus Capital Management first reported a position in NESR in Q4 2021 and held it in 10 quarters. The position peaked at $4.46M in Q4 2024. 145 funds tracked by Wall St. Rank hold NESR as of Q4 2025.

Long Focus Capital Management reported no remaining National Energy Services Reunited Corp position as of Q4 2025 after selling out during the quarter.
Long Focus Capital Management sold 350,000 National Energy Services Reunited Corp shares in Q4 2025, an estimated $3.59M.
Long Focus Capital Management first reported a position in National Energy Services Reunited Corp in Q4 2021 and held it in 10 quarters.
Long Focus Capital Management's National Energy Services Reunited Corp position peaked at $4.46M in Q4 2024.
145 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q4 2025.

Based on Long Focus Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.