Alex Roepers' Atlantic Investment Management bought 80K shares more of NATIONAL ENERGY SERVICES REU (NESR) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 133% increase in the share count. Alex Roepers now holds 140K shares worth about $4.2M, 2.18% of the portfolio against 0.75% a quarter earlier.
What did the 2026 Q2 filing report for NESR?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 60K | 140K |
| Shares added | +80K (133%) | |
| Reported value | $1.3M | $4.2M |
| Portfolio weight | 0.75% | 2.18% |
| Rank in portfolio | 12th of 12 |
How much did Alex Roepers add to NESR?
Alex Roepers added 80K shares of NESR during 2026 Q2, taking the stake from 60K to 140K. The reported value of the position rose by about $2.9M, from about $1.3M to about $4.2M.
Where does NESR sit in the Alex Roepers portfolio?
NESR ranks 12th of 12 stock positions in the Alex Roepers portfolio at 2.18%, below the fund's average stock position of 8%. The largest stock position is ASH at 17.47%. Next come APTV at 14.51% and KEX at 13.22%. The three largest stocks together are 45.21% of the book. The NESR addition was the 13th largest of the quarter's 14 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Alex Roepers reported 12 stock positions, with 2 opened and 2 closed. The total portfolio value is about $192M, up 12% from the prior quarter.
How long has Alex Roepers held NESR?
Alex Roepers first reported NESR in the quarter ended March 31, 2026. Every reported trade is on the Alex Roepers NESR trade history page.
FAQ
How many NESR shares did Alex Roepers buy in 2026 Q2?
Alex Roepers added 80K shares of NESR, a 133% increase, to 140K shares.
What is the NESR position of Alex Roepers worth now?
The NESR position of Alex Roepers is worth about $4.2M at June 30, 2026 prices, 2.18% of the portfolio.
Is NESR a top holding of Alex Roepers?
NESR ranks 12th of 12 stock positions in the Alex Roepers portfolio, at 2.18%.