NE
Noble Corp Plc
3 super-investors hold NE worth a combined $734M. The largest position: Samantha McLemore at 2.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 18 — ranked #665 of 724 scored stocks.
Why super-investors own NE
Cohort interest in NE is narrow and static: three managers hold a combined $734M, with First Eagle Investment Management accounting for the bulk at $665M (0.9% of its portfolio), while Samantha McLemore carries the highest conviction at 2.5% of her portfolio. No one in the cohort added, trimmed, or changed their position in 2026Q1, suggesting a hold-and-wait posture rather than active accumulation. The owner count history — peaking at two, briefly dropping to one, and now sitting at three — reflects modest and uneven interest rather than a building consensus. With zero new entrants this quarter and no additions from existing holders, broader enthusiasm within this cohort shows no signs of accelerating.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.9% | 11q | $665M | 13,561,846 |
| 2 | Samantha McLemore | 2.5% | 4q | $66M | 1,347,854 |
| 3 | Tweedy Browne | 0.2% | 4q | $3M | 54,434 |
Owners of NE also hold
Long US equity 13F-HR filings only. CUSIP G65431127. Not investment advice.