Twin Tree Management’s SM Energy SM Stock Holding History

Twin Tree 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 Q2	$482K	Buy	+18,449	New	+$554K	0.01%	1032
2024 Q4	–	Sell	-25,634	Closed	-$1.08M	–	1882
2024 Q3	$1.02M	Buy	+25,634	New	+$1.11M	﹤0.01%	1226
2023 Q1	–	Sell	-18,074	Closed	-$551K	–	1559
2022 Q4	$630K	Sell	18,074 -27,337	-60%	-$1.14M	﹤0.01%	1093
2022 Q3	$1.71M	Sell	45,411 -64,839	-59%	-$2.55M	﹤0.01%	965
2022 Q2	$3.77M	Buy	+110,250	New	+$4.48M	0.01%	927
2019 Q2	–	Sell	-2,039	Closed	-$36K	–	1521
2019 Q1	$36K	Buy	+2,039	New	+$36.2K	﹤0.01%	1128

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Tree Management's SM Position: Q2 2026 in Review

Twin Tree Management opened a new position in SM Energy (SM) in Q2 2026: 18,449 shares worth $482K. The stake represents 0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in SM as recently as Q3 2024.

Twin Tree Management first reported a position in SM in Q1 2019 and has held it in 6 quarters since. The position peaked at $3.77M in Q2 2022. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Twin Tree Management held 18,449 shares of SM Energy worth $482K as of Q2 2026.
SM Energy was a new Twin Tree Management position in Q2 2026.
SM Energy made up 0.01% of Twin Tree Management's portfolio in Q2 2026, its #1032 holding.
Twin Tree Management first reported a position in SM Energy in Q1 2019 and has held it in 6 quarters since.
Twin Tree Management's SM Energy position peaked at $3.77M in Q2 2022.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.