First Manhattan’s Hornbeck Offshore Services, Inc. HOS Stock Holding History

First Manhattan’s Portfolio HOS Stock Details HOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-600,000	Closed	-$3.94M	–	743
2025 Q3	$3.94M	Buy	+600,000	New	+$3.78M	0.01%	262
2024 Q2	–	Sell	-750	Closed	-$8.13K	–	932
2024 Q1	$8.13K	Hold	750	–	–	﹤0.01%	1135
2023 Q4	$7.71K	Hold	750	–	–	﹤0.01%	1148
2023 Q3	$8.38K	Sell	750 -424,250	-100%	-$4.09M	﹤0.01%	1162
2023 Q2	$3.14M	Sell	425,000 -150,000	-26%	-$1.07M	0.01%	257
2023 Q1	$4.45M	Sell	575,000 -373,125	-39%	-$2.92M	0.02%	235
2022 Q4	$7M	Sell	948,125 -607,000	-39%	-$3.65M	0.03%	193
2022 Q3	$6M	Sell	1,555,125 -25,000	-2%	-$94.8K	0.03%	197
2022 Q2	$4.9M	Buy	1,580,125 +125,000	+9%	+$541K	0.02%	225
2022 Q1	$6.96M	Hold	1,455,125	–	–	0.02%	209
2021 Q4	$4.54M	Buy	1,455,125 +650,000	+81%	+$2.4M	0.02%	250
2021 Q3	$3.12M	Buy	805,125 +250,000	+45%	+$1.03M	0.01%	271
2021 Q2	$3.17M	Buy	555,125 +225,125	+68%	+$1.18M	0.01%	276
2021 Q1	$1.67M	Buy	330,000 +175	+0.1%	+$872	0.01%	351
2020 Q4	$1.39M	Buy	329,825 +154,825	+88%	+$517K	0.01%	357
2020 Q3	$421K	Buy	175,000 +30,525	+21%	+$111K	﹤0.01%	523
2020 Q2	$501K	Sell	144,475 -205,525	-59%	-$556K	﹤0.01%	490
2020 Q1	$574K	Buy	+350,000	New	+$2.31M	﹤0.01%	446
2018 Q1	–	Sell	-200	Closed	-$1K	–	1417
2017 Q4	$1K	Hold	200	–	–	﹤0.01%	1410
2017 Q3	$1K	Buy	+200	New	+$1.27K	﹤0.01%	1389

Other funds holding HOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

First Manhattan's HOS Position: Q4 2025 in Review

First Manhattan sold out of Hornbeck Offshore Services, Inc. (HOS) in Q4 2025, closing a stake of 600,000 shares — an estimated $3.94M sold.

First Manhattan first reported a position in HOS in Q3 2017 and held it in 20 quarters. The position peaked at $7M in Q4 2022. 265 funds tracked by Wall St. Rank hold HOS as of Q4 2025.

First Manhattan reported no remaining Hornbeck Offshore Services, Inc. position as of Q4 2025 after selling out during the quarter.
First Manhattan sold 600,000 Hornbeck Offshore Services, Inc. shares in Q4 2025, an estimated $3.94M.
First Manhattan first reported a position in Hornbeck Offshore Services, Inc. in Q3 2017 and held it in 20 quarters.
First Manhattan's Hornbeck Offshore Services, Inc. position peaked at $7M in Q4 2022.
265 funds tracked by Wall St. Rank held Hornbeck Offshore Services, Inc. as of Q4 2025.

Based on First Manhattan's 13F filing for Q4 2025, filed 17 Feb 2026.