Fred Martin's Disciplined Growth Investors opened a new position in Devon Energy Corp (DVN) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 4.22M shares worth about $174.3M at June 30, 2026, 2.95% of the reported portfolio. DVN enters the book as the 10th largest of 58 stock positions.
What did the 2026 Q2 filing report for DVN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 4.22M |
| Reported value | $174.3M |
| Portfolio weight | 2.95% |
| Rank in portfolio | 10th of 58 |
How big is the new DVN position?
Fred Martin opened 3 stock positions in 2026 Q2; DVN is the largest of them by weight. An average stock position in the Fred Martin portfolio is 2% of the reported value, so the new name comes in above the fund's typical size.
Where does DVN sit in the Fred Martin portfolio?
DVN ranks 10th of 58 stock positions in the Fred Martin portfolio at 2.95%, above the fund's average stock position of 2%. The largest stock position is PLXS at 7.34%. Next come VSAT at 7.21% and P at 6.2%. The three largest stocks together are 20.74% of the book. The DVN purchase was the 3rd largest of the quarter's 63 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.
Has Fred Martin held DVN before?
Fred Martin has not reported DVN before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell DVN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 hold DVN. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyers of DVN this quarter were John Armitage, Christopher Davis and Donald Yacktman. The largest seller was Paul Isaac. Every tracked holder of DVN is on the DVN ownership page.
FAQ
How many DVN shares does Fred Martin hold?
Fred Martin holds 4.22M shares of DVN as of June 30, 2026, worth about $174.3M.
What is DVN's weight in the Fred Martin portfolio?
DVN is 2.95% of the Fred Martin portfolio and ranks 10th of 58 stocks by weight.
Has Fred Martin owned DVN before?
No. Fred Martin has not reported DVN before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold DVN?
4 other tracked funds that had filed for 2026 Q2 hold DVN. One of them opened it this quarter.