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What smart money is saying about NPK International, Inc.United States flag

NPKI · Industrials · Construction Materials · Market cap $1.21B

2 funds in our archive have pitched NPK International, Inc. — most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites in June 2026.

Company profile

NPK International Inc. specializes in supplying products, rental equipment, and diverse services, primarily catering to the exploration and production (E&P) sector of the oil and natural gas industry. The company operates through two distinct divisions: Fluids Systems and Industrial Solutions. The Fluids Systems segment delivers a range of drilling, completion, and stimulation fluid products, alongside associated technical support. Its client base spans significant regions including North America, Europe, the Middle East, and Africa, with additional reach into the Asia Pacific and Latin America. Meanwhile, the Industrial Solutions segment focuses on renting composite matting systems for temporary worksite access and provides accompanying site construction and related support. This division serves diverse sectors such as power transmission, E&P, pipeline operations, renewable energy, petrochemicals, and general construction, predominantly across the United States and Europe. It also supplies recyclable composite mats globally and offers comprehensive site services, including access road development, site planning and preparation, environmental protection measures, erosion control, and site restoration. Originally known as Newpark Resources, Inc., the company adopted its current name, NPK International Inc., in December 2024. Established in 1932, its corporate headquarters are situated in The Woodlands, Texas.

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1
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q4 2025 and Q3 2026, 1 fund letter reported a position in NPK International, Inc., with no move described.

Fund letters reporting a position in NPK International, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20260001
Q4 20250001

Fund activity · 1 position

  • • NPK International (-23%) – The market leader in composite matting for construction in the US is seeing generational demand from major power transmission and electrical utilities, as these customers are spending to upgrade aging power grids and to support data centre demand.
    Read the letterNPK International, Inc.

Fund coverage · 2 theses

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