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Leeward Investments’s SM Energy SM Stock Holding History

Leeward Investments’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
Q2 		$10.9M Sell
416,483
-10,042
-2% -$302K 0.49% 86
2026
Q1 		$13.3M Buy
+426,525
New +$9.73M 0.66% 64

Other funds holding SM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Leeward Investments's SM Position: Q2 2026 in Review

Leeward Investments reduced its SM Energy (SM) stake by 2.4% in Q2 2026, selling an estimated $302K and leaving 416,483 shares worth $10.9M. The position accounts for 0.49% of the portfolio, ranked #86.

Leeward Investments first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.3M in Q1 2026. 140 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Leeward Investments held 416,483 shares of SM Energy worth $10.9M as of Q2 2026.
  • Leeward Investments sold 10,042 SM Energy shares in Q2 2026, an estimated $302K.
  • SM Energy made up 0.49% of Leeward Investments's portfolio in Q2 2026, its #86 holding.
  • Leeward Investments first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Leeward Investments's SM Energy position peaked at $13.3M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.