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  SM Energy Co. (SM)
← All SM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 0.07 $10.17–18.92 · VW $13.68i SEC
2019   Q1 427,544 0.07 Reduce 55.81% 0.08 $14.62–21.19 · VW $17.61i $7,478,000 SEC
2018   Q4 967,451 0.14 Reduce 17.92% 0.05 $13.15–33.76 · VW $22.01i $14,976,000 SEC
2018   Q3 1,178,671 0.27 Reduce 41.78% 0.15 $24.91–32.40 · VW $28.83i $37,163,000 SEC
2018   Q2 2,024,522 0.37 Reduce 15.53% 0.05 $16.11–27.94 · VW $23.75i $52,010,000 SEC
2018   Q1 2,396,620 0.34 Add 33.84% 0.09 $17.06–28.20 · VW $21.20i $43,211,000 SEC
2017   Q4 1,790,607 0.31 Reduce 4.76% 0.01 $16.72–23.09 · VW $20.62i $39,537,000 SEC
2017   Q3 1,880,100 0.27 Add 9.03% 0.02 $12.29–19.32 · VW $15.96i $33,353,000 SEC
2017   Q2 1,724,380 0.23 Add 88.40% 0.11 $13.76–25.22 · VW $18.81i $28,504,000 SEC
2017   Q1 915,253 0.19 Add 60.95% 0.07 $20.01–36.77 · VW $26.98i $21,984,000 SEC
2016   Q4 568,673 0.16 Reduce 11.92% 0.03 $30.25–43.09 · VW $36.67i $19,608,000 SEC
2016   Q3 645,659 0.22 Reduce 33.03% 0.08 $23.58–40.39 · VW $33.18i $24,910,000 SEC
2016   Q2 964,063 0.23 Reduce 35.87% 0.10 $17.04–35.60 · VW $28.61i $26,030,000 SEC
2016   Q1 1,503,298 0.27 Reduce 4.93% 0.01 $6.99–20.65 · VW $13.78i $28,172,000 SEC
2015   Q4 1,581,231 0.29 Add 31.39% 0.07 $18.06–42.23 · VW $29.46i $31,087,000 SEC
2015   Q3 1,203,451 0.34 Add 117.35% 0.18 $18.21–45.98 · VW $35.12i $38,559,000 SEC
2015   Q2 553,691 0.21 Reduce 42.56% 0.18 $43.70–60.28 · VW $52.53i $25,536,000 SEC
2015   Q1 963,991 0.42 Reduce 42.73% 0.23 $31.01–53.31 · VW $43.94i $49,819,000 SEC
2014   Q4 1,683,100 0.53 Add 74.94% 0.23 $29.41–79.89 · VW $47.62i $64,934,000 SEC
2014   Q3 962,100 0.64 Add 58.03% 0.24 $74.57–90.38 · VW $82.10i $75,044,000 SEC
2014   Q2 608,800 0.43 Reduce 1.30% <0.01 $71.00–85.39 · VW $76.93i $51,200,000 SEC
2014   Q1 616,800 0.40 Add 1.03% <0.01 $69.03–90.22 · VW $77.36i $43,972,000 SEC
2013   Q4 610,500 0.49 Reduce 22.56% 0.15 $76.72–94.00 · VW $86.49i $50,738,000 SEC
2013   Q3 788,400 0.65 Reduce 6.98% 0.04 $60.22–77.70 · VW $69.70i $60,856,000 SEC
2013   Q2 847,600 0.56 Reduce 1.65% <0.01 $55.30–65.55 · VW $60.62i $50,839,000 SEC
2013   Q1 861,800 0.57 Add 0.40% <0.01 $52.67–62.26 · VW $58.10i $51,035,000 SEC
2012   Q4 858,400 0.56 Add 4.50% 0.02 $45.25–62.09 · VW $52.69i $44,817,000 SEC
2012   Q3 821,400 0.57 Reduce 2.71% 0.01 $39.44–59.39 · VW $48.78i $44,446,000 SEC
2012   Q2 844,300 0.54 $49.11 $41,464,000 SEC
2012   Q1 844,300 0.85 Reduce 3.54% 0.04 $69.40–84.40 · VW $75.80i $59,751,000 SEC
2011   Q4 875,300 0.99 Reduce 5.85% 0.06 $53.45–88.50 · VW $76.21i $63,985,000 SEC
2011   Q3 929,700 1.03 $60.65 $56,386,000 SEC
2011   Q2 929,700 1.13 Reduce 0.35% <0.01 $61.37–78.55 · VW $70.10i $68,314,000 SEC
2011   Q1 933,000 1.56 Reduce 5.02% 0.08 $54.59–75.00 · VW $67.33i $69,219,000 SEC
2010   Q4 982,300 1.55 Reduce 5.02% 0.06 $37.30–59.82 · VW $48.70i $57,887,000 SEC
2010   Q3 1,034,200 1.23 $37.46 $38,741,000 SEC
2010   Q2 1,034,200 1.66 Buy 1.66 $35.29–49.13 · VW $41.44i $41,533,000 SEC
Price snapshot:
Current price$29.89
52-week low$17.13
52-week high$35.63