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SM Energy Co

(SM) SM Energy Co historical holders

SM

SM Energy Co value investing holders

Holders history details

Holders all time:
2
Current holders:
1
Sold out:
1
2 of the value investors we track have reported a position in (SM) SM Energy Co across the SEC filing history. 1 of them still hold SM in their latest reported portfolio, while 1 have completely sold out. Pick any fund to see its full SM transaction history over time.

How many funds currently hold (SM) SM Energy Co?

According to the latest reported portfolios, 1 of the 2 tracked value investors that ever held SM still hold it.

Who holds the largest (SM) SM Energy Co position?

Among the value investors we track, Donald Smith & Co. holds the most valuable SM position, with a market value of roughly $199.60M in the latest reported portfolio.

Who has held (SM) SM Energy Co the longest?

Donald Smith & Co. has held SM the longest among the current holders we track - for ~0.5 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
2 results
*
Guru / Fund
currently held - the position is present in the latest reported portfolio
*
Guru / Fund
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top