David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  APA Corp. (APA)
← All APA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 0.08 $43.84–70.14 · VW $53.28i SEC
2015   Q1 12,100 0.08 Reduce 11.83% 0.01 $57.57–71.87 · VW $65.95i $730,000 SEC
2014   Q4 13,723 0.10 Add 9.85% <0.01 $54.34–78.65 · VW $65.19i $860,000 SEC
2014   Q3 12,493 0.14 $93.89 $1,173,000 SEC
2014   Q2 12,493 0.14 $100.62 $1,257,000 SEC
2014   Q1 12,493 0.12 Reduce 17.93% 0.03 $77.31–88.69 · VW $84.27i $1,036,000 SEC
2013   Q4 15,223 0.16 Add 17.23% 0.02 $79.84–94.84 · VW $84.98i $1,308,000 SEC
2013   Q3 12,986 0.15 $85.17 $1,106,000 SEC
2013   Q2 12,986 0.15 $83.86 $1,089,000 SEC
2013   Q1 12,986 0.15 $77.16 $1,002,000 SEC
2012   Q4 12,986 0.17 Reduce 5.11% <0.01 $74.50–86.35 · VW $81.54i $1,019,000 SEC
2012   Q3 13,686 0.18 Reduce 1.58% <0.01 $79.66–94.87 · VW $85.75i $1,183,000 SEC
2012   Q2 13,906 0.18 Add 2.53% <0.01 $77.93–98.20 · VW $87.42i $1,222,000 SEC
2012   Q1 13,563 0.18 Reduce 3.40% <0.01 $89.88–112.09 · VW $99.30i $1,362,000 SEC
2011   Q4 14,041 0.18 $90.59 $1,272,000 SEC
2011   Q3 14,041 0.17 $80.26 $1,127,000 SEC
2011   Q2 14,041 0.20 $123.42 $1,733,000 SEC
2011   Q1 14,041 0.22 $130.90 $1,838,000 SEC
2010   Q4 14,041 0.21 Add 0.32% <0.01 $100.39–127.73 · VW $115.83i $1,674,000 SEC
2010   Q3 13,996 0.20 Add 1.82% <0.01 $85.35–106.68 · VW $97.68i $1,368,000 SEC
2010   Q2 13,746 0.15 Buy 0.15 $81.94–105.55 · VW $94.36i $1,157,000 SEC
Price snapshot:
Current price$34.67
52-week low$17.33
52-week high$45.36