Patient Capital Management’s Noble Corp NE Stock Holding History

Patient Capital Management’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	$66.1M	Buy	1,347,854 +66,699	+5%	+$2.72M	2.42%	21
2025 Q4	$36.2M	Buy	1,281,155 +200,081	+19%	+$5.91M	1.4%	28
2025 Q3	$30.6M	Buy	1,081,074 +362,784	+51%	+$10.3M	1.22%	31
2025 Q2	$19.1M	Buy	+718,290	New	+$17.2M	0.86%	33

Other funds holding NE

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

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

Patient Capital Management's NE Position: Q1 2026 in Review

Patient Capital Management increased its Noble Corp (NE) stake by 5.2% in Q1 2026, buying an estimated $2.72M and bringing the position to 1,347,854 shares worth $66.1M. The position accounts for 2.42% of the portfolio, ranked #21.

Patient Capital Management first reported a position in NE in Q2 2025 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold NE as of Q1 2026.

Patient Capital Management held 1,347,854 shares of Noble Corp worth $66.1M as of Q1 2026.
Patient Capital Management bought 66,699 Noble Corp shares in Q1 2026, an estimated $2.72M.
Noble Corp made up 2.42% of Patient Capital Management's portfolio in Q1 2026, its #21 holding.
Patient Capital Management first reported a position in Noble Corp in Q2 2025 and has held it in 4 quarters since.
381 funds tracked by Wall St. Rank held Noble Corp as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.