NOV Inc.
MX ˙ BMV ˙ US62955J1034
SecurityMX:NOV / NOV Inc.
InstitutionTwinbeech Capital Lp
Latest Disclosed Ownership37,264 shares
Latest Disclosed Value $ 700,936
Twinbeech Capital Lp ownership in NOV / NOV Inc.

On May 15, 2026 - Twinbeech Capital Lp filed a 13F-HR form disclosing ownership of 37,264 shares of NOV Inc. (MX:NOV) valued at $700,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 0 shares of NOV Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NOV COM 62955J103 37,264 37,264 701 0.0726
2026-02-17 2025-12-31 13F NOV COM 62955J103 0 -44,642 -100.00 0 -100.00
2025-11-14 2025-09-30 13F NOV COM 62955J103 44,642 44,642 592 0.0234
2025-08-14 2025-06-30 13F NOV COM 62955J103 0 -65,950 -100.00 0 -100.00
2025-05-15 2025-03-31 13F NOV COM 62955J103 65,950 65,950 1,004 0.0182
2025-02-14 2024-12-31 13F NOV COM 62955J103 0 -848,872 -100.00 0 -100.00
2024-11-14 2024-09-30 13F NOV COM 62955J103 848,872 848,872 13,556 0.2589
2024-08-14 2024-06-30 13F NOV COM 62955J103 0 -155,768 -100.00 0 -100.00
2024-05-15 2024-03-31 13F NOV COM 62955J103 155,768 155,768 3,041 0.0627
2023-08-14 2023-06-30 13F NOV COM 62955J103 0 -826,386 -100.00 0 -100.00
2023-05-15 2023-03-31 13F NOV COM 62955J103 826,386 808,338 4,478.82 15,296 3,957.29 0.3098
2023-02-14 2022-12-31 13F NOV COM 62955J103 18,048 18,048 377 0.0072
2022-02-14 2021-12-31 13F NOV COM 62955J103 0 -57,683 -100.00 0 -100.00
2021-11-15 2021-09-30 13F NOV COM 62955J103 57,683 57,683 756 0.0532
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.