Follow-The-Filings

Security

NESR

National Energy Services Reu · SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 3 new 1 exit max 0.8% (Alex Roepers - Atlantic I...)

grid → activity →
owners 10
max % 0.8%
tracked value $127M
qoq N 3 A 3 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Alex Roepers - Atlantic Investment Management, Inc. 2026 Q1 0.8% New 0.8% 60,000 $1M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 964,985 $21M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 1,599,994 $34M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 811,398 $17M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 645,024 $14M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 394,921 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 992,540 $21M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 532,090 $8M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 52,439 $821 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 9,564 $205 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 13,852 $217 hist

10 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2025
Revenue $1.32B
Gross profit $164.73M
Gross margin * 12.4%
Net income $51.13M
Net margin * 3.9%

Balance sheet

Metric FY2025
Total current assets $630.37M
Total non-current assets * $1.22B
Total assets $1.85B
Total current liabilities $604.92M
Total non-current liabilities * $278.68M
Total equity —

Cash flow

Metric FY2025
Cash from operations $264.24M
Cash from investing -$152.24M
Cash from financing -$87.26M
Net change in cash $24.74M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders