Sable Offshore Corp. (SOC)

Highly Crowded

Held by 225 of 5,944 reporting institutions (92th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

98.21%

QoQ Change

+3.48%

Total Value

$2.4T

Shares Outstanding

147.2M

Crowding AnalysisHighly Crowded

Holders225of 5,944

Avg: 68

Uncrowded92th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

83th percentile

139 buying111 selling

+55

New

-45

Closed

+880K

Net shares

Holding Period Distribution

estimate

Median: 2 QAvg: 2.5 QHolders: 225

Ownership Concentration

Top 5: 43.1%Top 10: 64.6%

Pilgrim Global Advisors12.6%

CONTINENTAL GENERAL INSURANCE9.5%

Encompass Capital Advisors9.3%

BlackRock,6.5%

Capital International Investors5.2%

Others (220)56.9%

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Conviction-Weighted Ownership

Median weight: 0.65%Avg weight: 14.32%Max: 63.59%High conviction (>1%): 5

Pilgrim Global Advisors

CONTINENTAL GENERAL INSURANCE

Encompass Capital Advisors

BlackRock,

Capital International Investors

FourWorld Capital Management

MORGAN STANLEY

Two Seas Capital

VANGUARD CAPITAL MANAGEMENT

SUSQUEHANNA INTERNATIONAL GROUP, LLP

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWCONTINENTAL GENERAL INSURANCE$226M13.7M shr

NEWFourWorld Capital Management$125M7.5M shr

NEWTwo Seas Capital$91M5.5M shr

NEWVANGUARD CAPITAL MANAGEMENT$90M5.5M shr

SOLDCapital International Investors$66M4.0M shr

NEWCapital International Investors$105M11.6M shr

NEWAlyeska Investment Group, L.P.$100M11.1M shr

BOUGHTPilgrim Global Advisors$75M8.3M shr

SOLDSUSQUEHANNA INTERNATIONAL GROUP, LLP$57M6.3M shr

NEWMORGAN STANLEY$47M5.2M shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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