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Bayforest Capital’s Helmerich & Payne HP Stock Holding History

Bayforest Capital’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Sell
6,765
-6,164
-48% -$210K 0.27% 65
2025
Q4 		$371K Buy
+12,929
New +$343K 0.28% 81

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VCM
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American Century Companies
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bayforest Capital's HP Position: Q1 2026 in Review

Bayforest Capital reduced its Helmerich & Payne (HP) stake by 48% in Q1 2026, selling an estimated $210K and leaving 6,765 shares worth $244K. The position accounts for 0.27% of the portfolio, ranked #65.

Bayforest Capital first reported a position in HP in Q4 2025 and has held it in 2 quarters since. The position peaked at $371K in Q4 2025. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Bayforest Capital held 6,765 shares of Helmerich & Payne worth $244K as of Q1 2026.
  • Bayforest Capital sold 6,164 Helmerich & Payne shares in Q1 2026, an estimated $210K.
  • Helmerich & Payne made up 0.27% of Bayforest Capital's portfolio in Q1 2026, its #65 holding.
  • Bayforest Capital first reported a position in Helmerich & Payne in Q4 2025 and has held it in 2 quarters since.
  • Bayforest Capital's Helmerich & Payne position peaked at $371K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.