Follow-The-Filings

Security · featured owners

NESR National Energy Services Reu

Energy SHS Equity as of 2026 Q2 among managers we track

Bought by 2 featured managers in 2026 Q2

  • 3 Owners
  • Max 2.2%
  • $53M
  • 1 new 1 add 1 reduce

NESR (National Energy Services Reu) is held in 3 featured 13F books as of 2026 Q2. Alex Roepers - Atlantic Investment Management is the largest tracked holder by portfolio weight (2.2%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.2% (Alex Roepers - Atlantic Investment Management) · not free-float ownership

  1. Alex Roepers Add 2.2%
  2. Dodge & Cox Reduce 0.03%
  3. Polen Capital Management New 0.01%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Dodge & Cox 2026 Q2 0.03% Reduce −0.3% 1,595,994 $48M History
Alex Roepers - Atlantic Investment Management 2026 Q2 2.2%, was 0.75% Add +133.3% 140,000 $4M History
Polen Capital Management 2026 Q2 0.01% New 0.01% 38,252 $1M History

3 current · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

SEC filings

Recent issuer filings from EDGAR · 25 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 4.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02 Filing Doc
8-K 7.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
424B3 Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Period Mar 31, 2025 Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
20-F Period Dec 31, 2024 Filing Doc
6-K Period Mar 12, 2025 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Aug 31, 2026 Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Mar 16, 2026 Filing Doc
4 Period Aug 14, 2026 · 4 forms Filing Doc
4 Period Jun 25, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
4 Period May 13, 2026 Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

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

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