Jeff Yass’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.7M | Sell |
524,963
-101,161
| -16% | -$3.04M | ﹤0.01% | 2917 |
|
|
2026
Q1 | $19.5M | Buy |
626,124
+371,401
| +146% | +$8.47M | ﹤0.01% | 2255 |
|
|
2025
Q4 | $4.76M | Buy |
254,723
+212,673
| +506% | +$4.31M | ﹤0.01% | 4098 |
|
|
2025
Q3 | $1.05M | Sell |
42,050
-104,248
| -71% | -$2.81M | ﹤0.01% | 7248 |
|
|
2025
Q2 | $3.62M | Sell |
146,298
-32,652
| -18% | -$791K | ﹤0.01% | 4602 |
|
|
2025
Q1 | $5.36M | Buy |
178,950
+78,245
| +78% | +$2.81M | ﹤0.01% | 3535 |
|
|
2024
Q4 | $3.9M | Buy |
100,705
+33,890
| +51% | +$1.43M | ﹤0.01% | 3993 |
|
|
2024
Q3 | $2.67M | Buy |
66,815
+3,973
| +6% | +$172K | ﹤0.01% | 4754 |
|
|
2024
Q2 | $2.72M | Buy |
62,842
+3,544
| +6% | +$174K | ﹤0.01% | 4491 |
|
|
2024
Q1 | $2.96M | Sell |
59,298
-248,486
| -81% | -$10.2M | ﹤0.01% | 4550 |
|
|
2023
Q4 | $11.9M | Buy |
307,784
+233,884
| +316% | +$9.02M | ﹤0.01% | 2417 |
|
|
2023
Q3 | $2.93M | Sell |
73,900
-184,680
| -71% | -$7M | ﹤0.01% | 4426 |
|
|
2023
Q2 | $8.18M | Sell |
258,580
-136,184
| -34% | -$3.85M | ﹤0.01% | 2779 |
|
|
2023
Q1 | $11.1M | Buy |
394,764
+336,134
| +573% | +$10.3M | ﹤0.01% | 2317 |
|
|
2022
Q4 | $2.04M | Sell |
58,630
-205,918
| -78% | -$8.56M | ﹤0.01% | 4672 |
|
|
2022
Q3 | $9.95M | Buy |
264,548
+147,767
| +127% | +$5.81M | ﹤0.01% | 2157 |
|
|
2022
Q2 | $3.99M | Buy |
116,781
+33,458
| +40% | +$1.36M | ﹤0.01% | 3567 |
|
|
2022
Q1 | $3.25M | Sell |
83,323
-47,256
| -36% | -$1.7M | ﹤0.01% | 4478 |
|
|
2021
Q4 | $3.85M | Buy |
+130,579
| New | +$4.08M | ﹤0.01% | 4199 |
|
|
2021
Q3 | – | Sell |
-115,561
| Closed | -$2.33M | – | 13488 |
|
|
2021
Q2 | $2.85M | Buy |
115,561
+77,679
| +205% | +$1.5M | ﹤0.01% | 5143 |
|
|
2021
Q1 | $620K | Sell |
37,882
-291,031
| -88% | -$3.72M | ﹤0.01% | 8975 |
|
|
2020
Q4 | $2.01M | Buy |
328,913
+309,887
| +1,629% | +$1.04M | ﹤0.01% | 5078 |
|
|
2020
Q3 | $30K | Sell |
19,026
-792,529
| -98% | -$2.21M | ﹤0.01% | 10331 |
|
|
2020
Q2 | $3.04M | Buy |
811,555
+412,455
| +103% | +$1.35M | ﹤0.01% | 3781 |
|
|
2020
Q1 | $487K | Buy |
399,100
+87,214
| +28% | +$617K | ﹤0.01% | 7000 |
|
|
2019
Q4 | $3.51M | Sell |
311,886
-199,391
| -39% | -$1.8M | ﹤0.01% | 3460 |
|
|
2019
Q3 | $4.95M | Buy |
511,277
+257,769
| +102% | +$2.63M | ﹤0.01% | 2740 |
|
|
2019
Q2 | $3.17M | Buy |
253,508
+97,007
| +62% | +$1.41M | ﹤0.01% | 3358 |
|
|
2019
Q1 | $2.74M | Buy |
+156,501
| New | +$2.78M | ﹤0.01% | 3274 |
|
|
2018
Q2 | – | Sell |
-142,639
| Closed | -$3.33M | – | 10345 |
|
|
2018
Q1 | $2.57M | Buy |
142,639
+111,834
| +363% | +$2.42M | ﹤0.01% | 3485 |
|
|
2017
Q4 | $680K | Sell |
30,805
-9,554
| -24% | -$193K | ﹤0.01% | 6013 |
|
|
2017
Q3 | $716K | Sell |
40,359
-264,834
| -87% | -$4.14M | ﹤0.01% | 5887 |
|
|
2017
Q2 | $5.04M | Buy |
+305,193
| New | +$6.06M | ﹤0.01% | 2401 |
|
|
2017
Q1 | – | Sell |
-48,772
| Closed | -$1.35M | – | 9868 |
|
|
2016
Q4 | $1.68M | Buy |
48,772
+29,356
| +151% | +$1.06M | ﹤0.01% | 4445 |
|
|
2016
Q3 | $749K | Buy |
+19,416
| New | +$622K | ﹤0.01% | 5340 |
|
|
2016
Q2 | – | Sell |
-65,284
| Closed | -$1.83M | – | 9254 |
|
|
2016
Q1 | $1.22M | Sell |
65,284
-340,842
| -84% | -$4.7M | ﹤0.01% | 4684 |
|
|
2015
Q4 | $7.98M | Buy |
406,126
+216,458
| +114% | +$6.6M | ﹤0.01% | 1987 |
|
|
2015
Q3 | $6.08M | Buy |
189,668
+30,015
| +19% | +$1.09M | ﹤0.01% | 2410 |
|
|
2015
Q2 | $7.36M | Sell |
159,653
-7,250
| -4% | -$383K | ﹤0.01% | 2379 |
|
|
2015
Q1 | $8.63M | Sell |
166,903
-282,427
| -63% | -$12.3M | ﹤0.01% | 2028 |
|
|
2014
Q4 | $17.3M | Buy |
449,330
+433,545
| +2,747% | +$21.7M | 0.01% | 1466 |
|
|
2014
Q3 | $1.23M | Buy |
15,785
+5,827
| +59% | +$475K | ﹤0.01% | 5535 |
|
|
2014
Q2 | $837K | Sell |
9,958
-2,335
| -19% | -$179K | ﹤0.01% | 6424 |
|
|
2014
Q1 | $877K | Buy |
+12,293
| New | +$962K | ﹤0.01% | 5745 |
|
|
2013
Q4 | – | Sell |
-15,062
| Closed | -$1.28M | – | 9298 |
|
|
2013
Q3 | $1.16M | Buy |
+15,062
| New | +$1.04M | ﹤0.01% | 5019 |
|
Other funds holding SM
AC
DSC
Jeff Yass's SM Position: Q2 2026 in Review
Jeff Yass reduced its SM Energy (SM) stake by 16% in Q2 2026, selling an estimated $3.04M and leaving 524,963 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2917.
Jeff Yass first reported a position in SM in Q3 2013 and has held it in 45 quarters since. The position peaked at $19.5M in Q1 2026. 497 funds tracked by Wall St. Rank hold SM as of Q2 2026.
- Jeff Yass held 524,963 shares of SM Energy worth $13.7M as of Q2 2026.
- Jeff Yass sold 101,161 SM Energy shares in Q2 2026, an estimated $3.04M.
- SM Energy made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2917 holding.
- Jeff Yass first reported a position in SM Energy in Q3 2013 and has held it in 45 quarters since.
- Jeff Yass's SM Energy position peaked at $19.5M in Q1 2026.
- 497 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.