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Dockside LLC’s Helmerich & Payne HP Stock Holding History

Dockside LLC’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 		– Sell
-30,992
Closed -$1.12M – 257
2026
Q1 		$1.12M Buy
+30,992
New +$1.06M 0.28% 117

Other funds holding HP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dockside LLC's HP Position: Q2 2026 in Review

Dockside LLC opened a new position in Helmerich & Payne (HP) in Q2 2026: 22,582 shares worth $739K. The stake represents 0.17% of the portfolio and ranks #153 among its holdings. This is a return to the name: Dockside LLC previously reported a position in HP as recently as Q4 2025.

Dockside LLC first reported a position in HP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.58M in Q4 2025. 129 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Dockside LLC held 22,582 shares of Helmerich & Payne worth $739K as of Q2 2026.
  • Helmerich & Payne was a new Dockside LLC position in Q2 2026.
  • Helmerich & Payne made up 0.17% of Dockside LLC's portfolio in Q2 2026, its #153 holding.
  • Dockside LLC first reported a position in Helmerich & Payne in Q4 2025 and has held it in 2 quarters since.
  • Dockside LLC's Helmerich & Payne position peaked at $1.58M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.