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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
Q2 		$94.6K Sell
2,890
-3,875
-57% -$145K 0.09% 432
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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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bayforest Capital's HP Position: Q2 2026 in Review

Bayforest Capital reduced its Helmerich & Payne (HP) stake by 57% in Q2 2026, selling an estimated $145K and leaving 2,890 shares worth $94.6K. The position accounts for 0.09% of the portfolio, ranked #432.

Bayforest Capital first reported a position in HP in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Bayforest Capital held 2,890 shares of Helmerich & Payne worth $94.6K as of Q2 2026.
  • Bayforest Capital sold 3,875 Helmerich & Payne shares in Q2 2026, an estimated $145K.
  • Helmerich & Payne made up 0.09% of Bayforest Capital's portfolio in Q2 2026, its #432 holding.
  • Bayforest Capital first reported a position in Helmerich & Payne in Q4 2025 and has held it in 3 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 Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.