Sable Offshore Corp

SOC

Market cap $1.46B

Shay Capital sold 641,728 shares of Sable Offshore for an estimated $6.06 million in the fourth quarter. The quarter-end position value decreased by $11.31 million, reflecting both trading and share price movements.

Cooper Creek sold 4,102,268 shares of Sable Offshore Corp. in the fourth quarter. The quarter-end position value decreased by $71.63 million as a result.

FourWorld Capital Management LLC added 8,105,608 shares of Sable Offshore Corp. in the fourth quarter, with an estimated transaction value of $73.11 million. The quarter-end position value increased by $73.11 million, reflecting the new position in Sable Offshore Corp. This new stake accounts for 62.89% of the fund's AUM, making it the fund's largest holding.

HOUSTON--(BUSINESS WIRE)--Sable Offshore Corp. Reports Full Year 2025 Results.

Sable Offshore Corp. (NYSE: SOC) on Tuesday disclosed in a regulatory filing for a $250 million stock offering, that both the U.S. Securities and Exchange Commission (SEC) and federal prosecutors in New York have issued subpoenas for company documents.

Sable Offshore Corp. (NYSE: SOC) shares tumbled on Friday after Hunterbrook Media updated its investigation into the company and California Attorney General Rob Bonta filed a lawsuit against the Trump administration to block the restart of oil transport through the Sable Pipeline.

Sable Offshore NYSE: SOC has become the undisputed focal point of the energy sector this week. On the first trading days of 2026, shares of the independent oil producer surged 30% in a single trading session.

Shares of Sable Offshore Corp. (SOC) slipped nearly 50% year-over-year, but the stock started 2026 right with a 30% rally. George Tsilis talks about the court ruling that reignited a bull run for the energy company.

A federal court cleared the way for Sable Offshore's California pipeline restart while a lawsuit continues.

Sable Offshore Corp. faces regulatory hurdles in California, but gains crucial federal support to restart offshore oil production. I reiterate a Buy rating on SOC stock with a $27.67/share price target, reflecting operational optionality and cost advantages. Management weighs two paths: a $450mm offshore vessel investment (Option 1) or pipeline restart (Option 2), with Option 1 offering lower long-term costs.