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Lighthouse Investment Partners’s SM Energy SM Stock Holding History

Lighthouse Investment Partners’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 		– Sell
-731,625
Closed -$22.8M – 939
2026
Q1 		$22.8M Buy
731,625
+349,123
+91% +$7.97M 0.79% 12
2025
Q4 		$7.15M Buy
382,502
+197,509
+107% +$4M 0.21% 133
2025
Q3 		$4.62M Buy
+184,993
New +$4.99M 0.14% 202

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State Street
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American Century Companies
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Dimensional Fund Advisors
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DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lighthouse Investment Partners's SM Position: Q2 2026 in Review

Lighthouse Investment Partners sold out of SM Energy (SM) in Q2 2026, closing a stake of 731,625 shares — an estimated $22.8M sold.

Lighthouse Investment Partners first reported a position in SM in Q3 2025 and held it in 3 quarters. The position peaked at $22.8M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Lighthouse Investment Partners reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 731,625 SM Energy shares in Q2 2026, an estimated $22.8M.
  • Lighthouse Investment Partners first reported a position in SM Energy in Q3 2025 and held it in 3 quarters.
  • Lighthouse Investment Partners's SM Energy position peaked at $22.8M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.