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  Patterson-UTI Energy, Inc. (PTEN)
← All PTEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 0.09 $10.07–16.27 · VW $12.50i SEC
2019   Q1 692,710 0.09 Reduce 45.78% 0.06 $9.85–14.79 · VW $12.76i $9,712,000 SEC
2018   Q4 1,277,645 0.13 Reduce 32.18% 0.07 $9.49–18.24 · VW $14.18i $13,224,000 SEC
2018   Q3 1,883,836 0.23 Add 41.58% 0.07 $14.60–19.29 · VW $17.01i $32,232,000 SEC
2018   Q2 1,330,599 0.17 Reduce 8.36% 0.02 $16.61–23.99 · VW $20.06i $23,951,000 SEC
2018   Q1 1,451,909 0.20 Reduce 15.85% 0.05 $16.82–25.03 · VW $20.53i $25,423,000 SEC
2017   Q4 1,725,476 0.31 Reduce 4.38% 0.01 $17.24–23.26 · VW $20.69i $39,703,000 SEC
2017   Q3 1,804,525 0.30 Add 2.55% <0.01 $14.83–21.74 · VW $18.71i $37,787,000 SEC
2017   Q2 1,759,675 0.28 Add 6.83% 0.02 $19.06–25.75 · VW $21.45i $35,528,000 SEC
2017   Q1 1,647,213 0.34 Reduce 1.41% <0.01 $22.83–29.76 · VW $26.90i $39,978,000 SEC
2016   Q4 1,670,853 0.38 Reduce 44.41% 0.26 $20.79–29.56 · VW $25.25i $44,979,000 SEC
2016   Q3 3,005,667 0.58 Reduce 16.89% 0.11 $17.61–22.66 · VW $20.13i $67,237,000 SEC
2016   Q2 3,616,574 0.68 Reduce 14.52% 0.10 $16.06–22.12 · VW $19.13i $77,105,000 SEC
2016   Q1 4,230,870 0.70 Add 1.30% <0.01 $10.94–18.75 · VW $14.98i $74,548,000 SEC
2015   Q4 4,176,680 0.58 Add 5.16% 0.03 $12.82–17.45 · VW $15.34i $62,984,000 SEC
2015   Q3 3,971,760 0.46 Buy 0.46 $12.97–18.80 · VW $15.58i $52,189,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.36 $31.12–38.43 · VW $33.95i SEC
2014   Q2 1,246,800 0.36 Reduce 14.11% 0.06 $30.24–35.42 · VW $32.92i $43,563,000 SEC
2014   Q1 1,451,618 0.42 Reduce 13.36% 0.05 $24.37–31.95 · VW $28.35i $45,987,000 SEC
2013   Q4 1,675,418 0.41 Reduce 5.08% 0.02 $21.29–26.09 · VW $23.94i $42,421,000 SEC
2013   Q3 1,765,118 0.40 Reduce 4.09% 0.02 $18.83–22.41 · VW $20.40i $37,738,000 SEC
2013   Q2 1,840,318 0.39 Reduce 0.52% <0.01 $18.96–25.12 · VW $21.53i $35,620,000 SEC
2013   Q1 1,849,918 0.50 Reduce 8.01% 0.04 $18.59–25.48 · VW $22.37i $44,102,000 SEC
2012   Q4 2,010,918 0.47 Add 9.94% 0.04 $14.95–19.21 · VW $17.18i $37,463,000 SEC
2012   Q3 1,829,118 0.37 $15.84 $28,974,000 SEC
2012   Q2 1,829,118 0.35 Add 18.82% 0.06 $12.81–17.70 · VW $15.38i $26,632,000 SEC
2012   Q1 1,539,418 0.38 Reduce 3.82% 0.02 $16.83–22.14 · VW $19.02i $26,616,000 SEC
2011   Q4 1,600,618 0.49 Reduce 37.32% 0.30 $15.06–23.90 · VW $20.11i $31,980,000 SEC
2011   Q3 2,553,618 0.81 Reduce 7.81% 0.11 $17.22–34.09 · VW $25.65i $44,280,000 SEC
2011   Q2 2,769,818 1.45 Buy 1.45 $26.38–32.42 · VW $30.08i $87,554,000 SEC
2010   Q1 0 0.00 Sell 100.00% 3.17 $13.19–18.67 · VW $15.44i SEC
2009   Q4 6,918,018 3.17 Reduce 21.38% 0.95 $14.20–18.07 · VW $15.64i $106,191,000 SEC
2009   Q3 8,799,418 4.46 Reduce 19.62% 1.12 $11.38–15.98 · VW $13.88i $132,871,000 SEC
2009   Q2 10,946,735 5.69 Reduce 2.44% 0.12 $8.56–15.95 · VW $12.99i $140,776,000 SEC
2009   Q1 11,220,376 5.02 Reduce 0.36% 0.02 $7.49–13.50 · VW $9.61i $100,534,000 SEC
2008   Q4 11,261,076 5.81 Add 24.76% 1.15 $8.64–19.64 · VW $12.52i $129,614,000 SEC
2008   Q3 9,025,876 6.06 Reduce 0.72% 0.07 $17.85–37.45 · VW $26.51i $180,698,000 SEC
2008   Q2 9,091,300 9.69 Reduce 4.83% 0.35 $25.71–36.40 · VW $31.27i $327,651,000 SEC
2008   Q1 9,552,200 7.34 Add 0.83% 0.06 $17.40–26.38 · VW $22.39i $250,076,000 SEC
2007   Q4 9,473,100 5.16 Reduce 0.46% 0.03 $18.44–23.22 · VW $19.98i $184,915,000 SEC
2007   Q3 9,516,400 5.52 Add 0.08% <0.01 $20.79–26.48 · VW $22.72i $214,786,000 SEC
2007   Q2 9,508,739 5.71 $26.21 $249,224,000 SEC
2007   Q1 9,508,739 4.97 Add 7.35% 0.34 $21.13–24.89 · VW $22.96i $213,376,000 SEC
2006   Q4 8,857,739 4.85 $23.23 $205,765,000 SEC
Price snapshot:
Current price$9.68
52-week low$4.93
52-week high$12.96