13D Filings
Nabors Energy Transition Corp. II
NETD
Amendment
Ownership

56.40%

Total Shares

2,710,692

Issuer CIK

1975218

CUSIP

G6363K106

Event Date

Nov 16, 2025

Accepted

Nov 19, 2025, 06:47 PM

Reporting Persons (3)
Joint Filing

This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.

NameType% of ClassAggregateSole VotingShared Voting
Funicular Funds, LP
Partnership
56.40%2,710,6922,710,6920
Cable Car Capital, LP
Investment Adviser
56.40%2,710,6922,710,6920
Ma-Weaver Jacob
Individual
56.40%2,710,6922,710,6920
Disclosure Items (7)

Security Title

Class A Ordinary Shares, $0.0001 par value

Issuer Name

Nabors Energy Transition Corp. II

Issuer Address

515 W. GREENS ROAD, HOUSTON, TX, 77067

Filing Persons

This statement is being filed by Funicular Funds, LP (the "Fund"), a Delaware limited partnership, with respect to the Shares beneficially owned and held of record by the Fund. The general partner of the Fund is Cable Car Capital, LP ("Cable Car"), a Delaware limited partnership. Jacob Ma-Weaver, a United States citizen, is the ultimate individual responsible for directing the voting and disposition of the Shares held by the Fund. Each of the Fund, Cable Car, and Mr. Ma-Weaver are referred to as a "Reporting Person" and collectively as the "Reporting Persons".

Business Address

The principal business address for the Reporting Persons is 601 California Street, Suite 1151, San Francisco, California 94108.

Principal Occupation

The Fund is a private investment partnership whose principal business is investing and trading in securities. Cable Car is an investment adviser registered with the Securities and Exchange Commission. Its principal business is investment management. Mr. Ma-Weaver has sole discretionary authority over the accounts of the Fund.

Convictions

During the last five years, none of the Reporting Persons has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding been subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

Citizenship

Funicular Funds, LP - Delaware Cable Car Capital, LP - Delaware Jacob Ma-Weaver - United States

Item 3 is hereby amended and restated to read as follows: The Shares to which this Schedule 13D relates were acquired for an aggregate purchase price of $30,718,271.25, inclusive of brokerage commissions. Funds for the purchase were obtained from the available working capital of the Fund, which may include borrowings under portfolio margin agreements with the Fund's custodians. Positions in the Shares to which this Schedule 13D relates may be held in margin accounts and may be pledged as collateral security for the repayment of debit balances in such accounts. Since other securities may be held in such margin accounts, it may not be possible to determine the amounts, if any, of margin used to purchase the Shares.

Item 4 is hereby amended to add the following: On November 17, 2025, with the prior authorization of Cede & Co. as contributory, Funicular Funds, LP filed a petition with the Grand Court of the Cayman Islands Financial Services Division, In the Matter of Section 94 of the Companies Act (2025 Revision) and In the Matter of Nabors Energy Transition Corp. II. The petition seeks the appointment of court-supervised liquidators and the commencement of a just and equitable winding up process on the grounds that the substratum of the Issuer has failed and the Reporting Persons have justifiably lost trust and confidence in the management of the Issuer.

Percentage of Class

Item 5(a) is hereby amended and restated to read as follows: The aggregate percentage of Shares reported owned by the Reporting Persons is based on 4,808,747 Class A Shares purportedly outstanding as of November 14, 2025, which is the total number of Shares outstanding as reported on the cover page of the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on August 14, 2025 less the number of shares the Issuer purported to redeem in connection with the Extraordinary General Meeting held on November 14, 2025, as reported on the Issuer's 8-K filed with the Securities and Exchange Commission on November 17, 2025. As of the close of business on November 19, 2025, the Fund beneficially owned 2,710,692 Shares, constituting approximately 56.4% of the Issuer's outstanding Class A Shares. Cable Car, as the general partner of the Fund, may be deemed the beneficial owner of the 2,710,692 Shares owned by the Fund. Mr. Ma-Weaver, as the Managing Member of Cable Car, may be deemed the beneficial owner of the 2,710,692 Shares owned by the Fund.

Number of Shares

Item 5(b) is hereby amended and restated to read as follows: Funicular Funds, LP - 2,710,692 Cable Car Capital, LP - 2,710,692 Jacob Ma-Weaver - 2,710,692

Transactions

Schedule A is incorporated herein by reference

Shareholders

None

Date of 5% Ownership

Not applicable

There are no contracts, arrangements, understandings, or relationships between the Reporting Persons and any other person with respect to the securities of the Issuer.

Exhibit A. Joint Filing Agreement