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Hotchkis & Wiley Capital Management’s
SM Energy
SM
Stock Holding History
Hotchkis & Wiley Capital Management’s Portfolio
SM Stock Details
SM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$15.7M
Sell
504,884
-59,846
-11%
-$1.37M
0.05%
120
2025
Q4
$10.6M
Buy
564,730
+78,550
+16%
+$1.59M
0.03%
224
2025
Q3
$12.1M
Buy
+486,180
New
+$13.1M
0.04%
206
2019
Q2
–
Sell
-173,171
Closed
-$3.03M
–
504
2019
Q1
$3.03M
Sell
173,171
-45,230
-21%
-$804K
0.01%
319
2018
Q4
$3.38M
Buy
218,401
+36,741
+20%
+$850K
0.01%
213
2018
Q3
$5.73M
Buy
181,660
+34,347
+23%
+$986K
0.02%
146
2018
Q2
$3.78M
Buy
+147,313
New
+$3.44M
0.01%
153
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AC
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VCM
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$4.04T AUM
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1-Year Est. Return
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$194B AUM
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DSC
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$5.56B AUM
47.13%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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