Night Watch Investment Management reported a 4.28% appreciation in its fund LP in the third quarter of 2025, with a year-to-date performance of 25.88%. The market also saw a strong recovery. Noble Corporation plc (NYSE:NE) was highlighted as a top stock pick, showing a 12.44% one-month return and closing at $205.39 per share on December 05, 2025.

Night Watch Investment Management mentioned Noble Corporation plc (NYSE:NE) in its third-quarter 2025 investor letter, stating their exit from energy positions due to a pause in offshore spending until at least 2027. The fund lost 2.67% on its energy investments since inception. Noble Corporation plc (NE) is not among the 30 most popular stocks among hedge funds, with 47 portfolios holding it at the end of the third quarter. Hedge funds see greater upside potential in certain AI stocks.

Read more at Yahoo Finance: Night Watch Investment Management’s Strategic Decision to Exit Noble Corporation plc (NE)