What smart money is saying about Northern Oil and Gas Inc.
NOG
No fund has written a full thesis on Northern Oil and Gas Inc. in our archive, but 6 fund letters report a position in it, most recently Pender Corporate Bond Fund in October 2026.
Get an email when a fund buys, sells or pitches it
6
Reported positions
0
Bought
0
Sold
6
Letters
Position history
Between Q1 2026 and Q4 2026, 6 fund letters reported a position in Northern Oil and Gas Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions
- October 2026
“Notwithstanding all the trouble, October did see progress in many areas. Over 60% of securities in the Fund had positive total returns. Most oil-related lines fared very well, with the largest contribution coming from Northern Oil and Gas Inc. (NOG) 2029 notes that rallied over 5%.”
Northern Oil and Gas Inc. - September 2026
“The drag was driven entirely by our underweight position. Northern Oil & Gas, our oil- focused holding, rose 29% on the back of rising oil prices, more than offsetting the weakness in Gulfport Energy, our natural gas-exposed holding, which declined 11% as natural gas prices slumped from the beginning of the quarter through mid-August.”
Northern Oil and Gas Inc. - June 2026
“Northern Oil & Gas, a non-operator exploration and production company, faced headwinds from a 31% oil price decline as U.S.-Iran tensions eased.”
Northern Oil and Gas Inc. “TOP DETRACTORS Northern Oil and Gas, a non-operator exploration & production company, faced headwinds from a 31% oil price decline as U.S.-Iran tensions eased.”
26 more words on why: read Tributary Capital Management Small/Mid Cap Equity Strategy’s full commentNorthern Oil and Gas Inc.- June 2026
“Information technology was the best- performing sector in the S&P 500 Index, led by semiconductor Northern Oil and Gas, Inc. is a differentiated operating model within the energy sector.”
Northern Oil and Gas Inc. - March 2026
“TOP 10 HOLDINGS (%)* Amneal Pharmaceuticals, LLC (Term Loan, 7/23/32) 2.26 Grupo Aeromexico (8.625%, 11/15/31) 2.14 Verde Purchaser, LLC (Term Loan, 11/17/30) 1.78 Ardonagh Group Finance, Ltd. (8.875%, 2/15/32) 1.71 Nexus Buyer, LLC (Term Loan, 7/31/31) 1.58 Saturn Oil & Gas Inc. (9.625%, 6/15/29) 1.53 Endo Finance Holdings, Inc. (Term Loan, 4/23/31) 1.47 Harrow, Inc. (8.625%, 9/15/30) 1.41 Northern Oil And Gas, Inc. (8.125%, 3/1/28) 1.37 The Geo Group, Inc. (10.250%, 4/15/31)”
Northern Oil and Gas Inc.
Read the letters behind these Northern Oil and Gas Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger