SIMMONS L E & ASSOCIATES INC Portfolio Holdings

Q3 2025•1 long positions•$82.0M portfolio value

Holding1	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 National Energy Services Reunited NESR	Oil & Gas Equipment & Services Energy	$82.0M 100.0%	—	— 8.0M shares	—	—	— —	Q4 2024 Held for 11 months

Holding1	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 National Energy Services Reunited NESR	Oil & Gas Equipment & Services Energy	$82.0M 100.0%	—	— 8.0M shares	—	—	— —	Q4 2024 Held for 11 months

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