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

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