TCM
NE icon

Tensile Capital Management’s Noble Corp NE Stock Holding History

Tensile 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 		$19.6M Sell
399,375
-130,000
-25% -$5.31M 2.81% 14
2025
Q4 		$14.9M Buy
529,375
+76,764
+17% +$2.27M 1.94% 16
2025
Q3 		$12.8M Buy
452,611
+302,611
+202% +$8.57M 1.6% 18
2025
Q2 		$3.98M Buy
+150,000
New +$3.6M 0.48% 20

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 $1.9T AUM 41.92% 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 $2.48B AUM 72.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Tensile Capital Management reduced its Noble Corp (NE) stake by 25% in Q1 2026, selling an estimated $5.31M and leaving 399,375 shares worth $19.6M. The position accounts for 2.81% of the portfolio, ranked #14.

Tensile 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.

  • Tensile Capital Management held 399,375 shares of Noble Corp worth $19.6M as of Q1 2026.
  • Tensile Capital Management sold 130,000 Noble Corp shares in Q1 2026, an estimated $5.31M.
  • Noble Corp made up 2.81% of Tensile Capital Management's portfolio in Q1 2026, its #14 holding.
  • Tensile 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 Tensile Capital Management's 13F filing for Q1 2026, filed 15 May 2026.