ValuationViz

SM fund manager activity

SM Energy Company · NYSE. Reported by 9 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
First Eagle Investment ManagementSold out——0.00%Feb 4, 2026
Ken Fisher - Fisher Asset ManagementAdded944,067$17,654,0520.01%Feb 9, 2026
Jeremy Grantham - GMOSold out——0.00%Feb 17, 2026
Joel Greenblatt - Gotham Asset ManagementAdded10,840$202,7080.00%Feb 17, 2026

Q3 2025

ManagerActivitySharesValue% of portfolioFiled
First Eagle Investment ManagementAdded415,868$10,384,2240.02%Nov 12, 2025
Ken Fisher - Fisher Asset ManagementAdded896,332$22,381,4090.01%Nov 12, 2025
Jeremy Grantham - GMOTrimmed335,805$8,385,0510.02%Nov 13, 2025
Joel Greenblatt - Gotham Asset ManagementAdded10,281$256,7170.00%Nov 14, 2025

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