Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Helmerich & Payne, Inc. (HP)
← All HP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 0.15 $61.35–74.36 · VW $66.49i SEC
2018   Q1 279,408 0.15 Reduce 32.42% 0.07 $61.30–75.02 · VW $67.63i $18,597,000 SEC
2017   Q4 413,445 0.21 Reduce 36.41% 0.10 $49.69–65.77 · VW $60.03i $26,725,000 SEC
2017   Q3 650,167 0.27 Add 23.54% 0.05 $42.16–58.64 · VW $50.97i $33,880,000 SEC
2017   Q2 526,299 0.23 Add 30.09% 0.05 $49.46–69.97 · VW $57.92i $28,599,000 SEC
2017   Q1 404,569 0.23 Reduce 0.11% <0.01 $63.66–81.30 · VW $70.51i $26,932,000 SEC
2016   Q4 405,009 0.26 Reduce 44.91% 0.19 $60.39–85.78 · VW $74.52i $31,348,000 SEC
2016   Q3 735,193 0.43 Reduce 16.29% 0.08 $56.19–70.28 · VW $64.59i $49,478,000 SEC
2016   Q2 878,305 0.52 Reduce 13.60% 0.08 $55.75–69.20 · VW $64.03i $58,961,000 SEC
2016   Q1 1,016,550 0.56 Reduce 24.86% 0.17 $40.02–64.06 · VW $54.27i $59,692,000 SEC
2015   Q4 1,352,905 0.67 Reduce 0.26% <0.01 $46.32–61.70 · VW $53.86i $72,448,000 SEC
2015   Q3 1,356,465 0.57 Add 20.37% 0.10 $46.16–70.34 · VW $54.59i $64,107,000 SEC
2015   Q2 1,126,935 0.66 Reduce 10.24% 0.07 $67.60–79.90 · VW $72.64i $79,359,000 SEC
2015   Q1 1,255,535 0.72 Buy 0.72 $54.00–71.55 · VW $64.54i $85,464,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.28 $59.24–98.47 · VW $75.04i SEC
2014   Q3 332,600 0.28 Reduce 8.80% 0.03 $96.79–118.95 · VW $104.54i $32,552,000 SEC
2014   Q2 364,700 0.35 Reduce 1.51% <0.01 $103.54–118.02 · VW $112.56i $42,346,000 SEC
2014   Q1 370,300 0.36 Reduce 9.84% 0.03 $81.34–108.43 · VW $99.11i $39,829,000 SEC
2013   Q4 410,700 0.34 Reduce 6.34% 0.02 $68.87–84.87 · VW $79.27i $34,531,000 SEC
2013   Q3 438,500 0.32 Reduce 4.28% 0.01 $62.35–71.36 · VW $67.55i $30,235,000 SEC
2013   Q2 458,100 0.32 Add 21.90% 0.06 $55.78–66.02 · VW $61.42i $28,609,000 SEC
2013   Q1 375,800 0.26 Reduce 10.07% 0.03 $55.79–69.38 · VW $61.96i $22,811,000 SEC
2012   Q4 417,900 0.29 Add 8.07% 0.02 $44.95–57.19 · VW $52.72i $23,407,000 SEC
2012   Q3 386,700 0.23 $47.61 $18,411,000 SEC
2012   Q2 386,700 0.22 $43.48 $16,814,000 SEC
2012   Q1 386,700 0.30 Reduce 3.85% 0.01 $51.69–68.60 · VW $58.08i $20,862,000 SEC
2011   Q4 402,200 0.36 Buy 0.36 $35.58–60.88 · VW $51.61i $23,473,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.02 $21.76–37.19 · VW $29.94i SEC
2009   Q1 18,400 0.02 Reduce 54.79% 0.02 $19.50–28.93 · VW $23.73i $419,000 SEC
2008   Q4 40,700 0.04 Buy 0.04 $17.01–43.27 · VW $27.68i $926,000 SEC
Price snapshot:
Current price$33.97
52-week low$14.62
52-week high$41.82