NESR
Over time
Holders
| AtlanticQ2 2026Q3 due Nov 14Alex Roepers, CIO | 2.18% | 140,000 | $4M | added×2.3 | +1.43 pp | 2 q |
| Dodge & CoxQ2 2026Q3 due Nov 14David Hoeft, CIO | 0.03% | 1,595,994 | $48M | trimmed−0% | +0.01 pp | 7 q |
| PolenQ2 2026Q3 due Nov 14Dan Davidowitz, portfolio manager | 0.01% | 38,252 | $1M | new | — | new |



