Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  SM Energy Co. (SM)
← All SM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.02 $17.58–26.41 · VW $20.19i SEC
2025   Q3 415,868 0.02 Add 48.36% <0.01 $24.45–29.23 · VW $26.96i $10,384,224 SEC
2025   Q2 280,303 0.01 Add 1.08% <0.01 $19.67–30.72 · VW $24.46i $6,926,287 SEC
2025   Q1 277,303 0.02 Add 15.25% <0.01 $26.66–44.95 · VW $33.98i $8,305,225 SEC
2024   Q4 240,603 0.02 Add 19.52% <0.01 $36.13–46.42 · VW $42.07i $9,325,772 SEC
2024   Q3 201,303 0.02 Add 11.22% <0.01 $37.79–48.49 · VW $43.52i $8,046,081 SEC
2024   Q2 181,003 0.02 Add 22.55% <0.01 $42.62–53.26 · VW $47.94i $7,824,760 SEC
2024   Q1 147,703 0.02 Add 52.27% <0.01 $34.76–49.93 · VW $42.69i $7,362,995 SEC
2023   Q4 97,003 0.01 Add 6.39% <0.01 $34.13–43.73 · VW $38.69i $3,755,956 SEC
2023   Q3 91,178 0.01 Reduce 25.37% <0.01 $29.51–43.32 · VW $38.27i $3,615,208 SEC
2023   Q2 122,178 0.01 Add 34.00% <0.01 $25.04–31.89 · VW $28.46i $3,864,490 SEC
2023   Q1 91,178 0.01 Add 135.94% <0.01 $24.66–34.61 · VW $30.04i $2,567,572 SEC
2022   Q4 38,645 <0.01 Reduce 18.86% <0.01 $32.85–48.55 · VW $41.61i $1,346,005 SEC
2022   Q3 47,625 0.01 Reduce 24.51% <0.01 $29.27–47.81 · VW $39.80i $1,791,000 SEC
2022   Q2 63,087 0.01 Reduce 15.70% <0.01 $32.12–54.97 · VW $41.17i $2,157,000 SEC
2022   Q1 74,838 0.01 Add 139.84% <0.01 $28.91–43.69 · VW $36.02i $2,915,000 SEC
2021   Q4 31,203 <0.01 Buy <0.01 $25.23–38.25 · VW $31.10i $920,000 SEC
Price snapshot:
Current price$29.89
52-week low$17.13
52-week high$35.63