LongNEJun 2026
Noble Corporation PLC Class A
Noble is a deepwater drilling contractor whose shares fell alongside lower oil prices. First Eagle believes the business is relatively insulated from Middle East tensions because…
NE
Which hedge funds are long NE?
2 published ideas on Noble Corporation PLC Class A across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Noble Corporation PLC Class A: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongNEJun 2026
Noble Corporation plc
Noble is a deepwater drilling contractor whose shares declined alongside the broader fall in oil prices during the quarter. The fund argues that the company's business is…