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

SIR 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 Q1	–	Sell	-77,845	Closed	-$1.22M	–	114
2025 Q4	$1.22M	Sell	77,845 -17,768	-19%	-$233K	0.13%	74
2025 Q3	$981K	Sell	95,613 -195,635	-67%	-$1.57M	0.09%	74
2025 Q2	$1.75M	Hold	291,248	–	–	0.16%	77
2025 Q1	$2.14M	Buy	+291,248	New	+$2.51M	0.19%	61
2022 Q4	–	Sell	-143,022	Closed	-$850K	–	81
2022 Q3	$850K	Sell	143,022 -97,563	-41%	-$655K	0.14%	65
2022 Q2	$1.63M	Sell	240,585 -240,342	-50%	-$1.75M	0.22%	66
2022 Q1	$4.04M	Buy	480,927 +78,400	+19%	+$746K	0.71%	41
2021 Q4	$3.8M	Buy	402,527 +59,569	+17%	+$665K	0.6%	45
2021 Q3	$4.29M	Buy	342,958 +153,244	+81%	+$1.87M	0.63%	37
2021 Q2	$2.7M	Buy	189,714 +123,594	+187%	+$1.66M	0.4%	52
2021 Q1	$818K	Sell	66,120 -116,495	-64%	-$1.37M	0.14%	56
2020 Q4	$1.81M	Buy	182,615 +89,000	+95%	+$738K	0.35%	50
2020 Q3	$597K	Buy	93,615 +22,433	+32%	+$159K	0.14%	46
2020 Q2	$490K	Buy	+71,182	New	+$381K	0.12%	43
2020 Q1	–	Sell	-64,700	Closed	-$590K	–	49
2019 Q4	$590K	Sell	64,700 -81,000	-56%	-$626K	0.11%	37
2019 Q3	$973K	Hold	145,700	–	–	0.24%	39
2019 Q2	$1.27M	Buy	+145,700	New	+$1.39M	0.22%	42
2018 Q3	–	Sell	-147,900	Closed	-$1.54M	–	72
2018 Q2	$1.54M	Buy	+147,900	New	+$1.5M	0.25%	51

Other funds holding NESR

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIR Capital Management's NESR Position: Q1 2026 in Review

SIR Capital Management sold out of National Energy Services Reunited Corp (NESR) in Q1 2026, closing a stake of 77,845 shares — an estimated $1.22M sold.

SIR Capital Management first reported a position in NESR in Q2 2018 and held it in 18 quarters. The position peaked at $4.29M in Q3 2021. 188 funds tracked by Wall St. Rank hold NESR as of Q1 2026.

SIR Capital Management reported no remaining National Energy Services Reunited Corp position as of Q1 2026 after selling out during the quarter.
SIR Capital Management sold 77,845 National Energy Services Reunited Corp shares in Q1 2026, an estimated $1.22M.
SIR Capital Management first reported a position in National Energy Services Reunited Corp in Q2 2018 and held it in 18 quarters.
SIR Capital Management's National Energy Services Reunited Corp position peaked at $4.29M in Q3 2021.
188 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.