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Mountain Lake Investment Management’s Helmerich & Payne HP Stock Holding History

Mountain Lake Investment Management’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.87M Hold
118,197
– – 2.41% 15
2026
Q1 		$4.26M Hold
118,197
– – 2.75% 13
2025
Q4 		$3.39M Sell
118,197
-18,196
-13% -$483K 2.58% 14
2025
Q3 		$3.01M Buy
+136,393
New +$2.51M 2.24% 14

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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Mountain Lake Investment Management's HP Position: Q2 2026 in Review

Mountain Lake Investment Management held its Helmerich & Payne (HP) position steady in Q2 2026 at 118,197 shares worth $3.87M. The position accounts for 2.41% of the portfolio, ranked #15.

Mountain Lake Investment Management first reported a position in HP in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.26M in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Mountain Lake Investment Management held 118,197 shares of Helmerich & Payne worth $3.87M as of Q2 2026.
  • Mountain Lake Investment Management left its Helmerich & Payne share count unchanged in Q2 2026.
  • Helmerich & Payne made up 2.41% of Mountain Lake Investment Management's portfolio in Q2 2026, its #15 holding.
  • Mountain Lake Investment Management first reported a position in Helmerich & Payne in Q3 2025 and has held it in 4 quarters since.
  • Mountain Lake Investment Management's Helmerich & Payne position peaked at $4.26M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Mountain Lake Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.