What smart money is saying about Northern Oil & Gas
NOG
No fund has written a full thesis on Northern Oil & Gas in our archive, but 4 fund letters report a position in it — most recently Tributary Capital Management Small Cap Equity Strategy in June 2026.
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4
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Northern Oil & Gas, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 4 positions
- 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 & Gas “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.”
Northern Oil & Gas- HoldsHomestead Advisers Small-Company Stock FundJune 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 & Gas - 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 & Gas
Read the letters behind these Northern Oil & Gas positions
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