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Packer & Co’s Noble Corp NE Stock Holding History

Packer & Co’s Portfolio NE Stock Details NE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.3M Buy
515,000
+192,000
+59% +$7.84M 9.45% 5
2025
Q4 		$9.12M Sell
323,000
-3,948,602
-92% -$117M 2.43% 9
2025
Q3 		$55.8M Buy
+4,271,602
New +$121M 15.42% 2
2025
Q1 		$7.66M Hold
323,000
– – 2.33% 9
2024
Q4 		$10.1M Buy
+323,000
New +$10.7M 3.24% 4

Other funds holding NE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Packer & Co's NE Position: Q1 2026 in Review

Packer & Co increased its Noble Corp (NE) stake by 59% in Q1 2026, buying an estimated $7.84M and bringing the position to 515,000 shares worth $25.3M. The position accounts for 9.45% of the portfolio, ranked #5.

Packer & Co first reported a position in NE in Q4 2024 and has held it in 5 quarters since. The position peaked at $55.8M in Q3 2025. 381 funds tracked by Wall St. Rank hold NE as of Q1 2026.

  • Packer & Co held 515,000 shares of Noble Corp worth $25.3M as of Q1 2026.
  • Packer & Co bought 192,000 Noble Corp shares in Q1 2026, an estimated $7.84M.
  • Noble Corp made up 9.45% of Packer & Co's portfolio in Q1 2026, its #5 holding.
  • Packer & Co first reported a position in Noble Corp in Q4 2024 and has held it in 5 quarters since.
  • Packer & Co's Noble Corp position peaked at $55.8M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Noble Corp as of Q1 2026.

Based on Packer & Co's 13F filing for Q1 2026, filed 13 May 2026.