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Chord Energy Corp

CHRD

Chord Energy Corp

Chord Energy Corp historical holders

total: 3

Donald Smith & Co. Chord Energy Corp transactions over time

Total transactions:
10
New positions:
2
Sold out:
2
Added:
4
Reduced:
2
Held since:
2022 Q4
Held for:
6 quarters
Latest activity:
2024 Q2
Donald Smith & Co. has been an institutional investor in Chord Energy Corp (CHRD) since 2020 Q4. According to 2026 Q1 report, Donald Smith & Co. doesn't hold any shares. The fund/company first acquired CHRD in 2020 Q4, initially purchasing 673,116 shares. Donald Smith & Co. later completely sold out the position and reinvested in CHRD again in 2022 Q4. Since the initial investment, Donald Smith & Co. has made 9 more transactions in this position.

When did Donald Smith & Co. exit their CHRD position?

Donald Smith & Co. no longer holds Chord Energy Corp (CHRD). They sold off their entire position in 2024 Q2, closing out an investment that began in 2020 Q4.

When did Donald Smith & Co. first invest in CHRD?

Donald Smith & Co. first invested in Chord Energy Corp (CHRD) in 2020 Q4 at the reported quarter-end price of $37.06 per share, acquiring 673,116 shares in their initial purchase.

What is Donald Smith & Co.'s average cost basis for CHRD?

Based on historical transaction data, Donald Smith & Co.'s estimated cost basis for Chord Energy Corp (CHRD) is approximately $135.26 per share. This represents their average reported price* across all buy transactions.

Has Donald Smith & Co. reinvested in CHRD after selling?

Yes, Donald Smith & Co. has shown renewed interest in Chord Energy Corp (CHRD). After completely selling their position, they reinitiated an investment in 2022 Q4, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$135.26
Weighted AVG sell price:
$178.24

CHRD transactions history by Donald Smith & Co.

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q2
0.00%
0
$178.24
-100% (-384,301)
-1.59%
2024 Q1
1.59%
384,301
$178.24
$68,497,810
-0.68% (-2,637)
-0.01%
2023 Q4
1.65%
386,938
$166.23
$64,320,704
+0.79% (+3,015)
+0.01%
2023 Q3
2.14%
383,923
$162.07
$62,222,401
+0.38% (+1,456)
+0.01%
2023 Q2
2.02%
382,467
$153.80
$58,823,425
+0.15% (+579)
+0%
2023 Q1
1.89%
381,888
$134.60
$51,402,125
+689.20% (+333,499)
+1.65%
2022 Q4
0.26%
48,389
$136.81
$6,620,099
new
+0.26%
2021 Q2
0.00%
0
$59.39
-100% (-364,785)
-0.84%
2021 Q1
0.84%
364,785
$59.39
$21,665,000
-45.81% (-308,331)
-0.79%
2020 Q4
1.08%
$37.06
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.