TwinBeech Capital’s SM Energy SM Stock Holding History

TwinBeech Capital’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 Q1	–	Sell	-28,153	Closed	-$526K	–	806
2025 Q4	$526K	Buy	28,153 +17,778	+171%	+$360K	0.04%	399
2025 Q3	$259K	Sell	10,375 -46,573	-82%	-$1.26M	0.01%	494
2025 Q2	$1.41M	Sell	56,948 -276,602	-83%	-$6.7M	0.03%	371
2025 Q1	$9.99M	Buy	333,550 +324,621	+3,636%	+$11.6M	0.18%	148
2024 Q4	$346K	Buy	+8,929	New	+$377K	0.01%	503
2024 Q3	–	Sell	-126,427	Closed	-$5.47M	–	873
2024 Q2	$5.47M	Buy	+126,427	New	+$6.21M	0.11%	216
2023 Q4	–	Sell	-32,753	Closed	-$1.3M	–	889
2023 Q3	$1.3M	Buy	+32,753	New	+$1.24M	0.02%	457
2023 Q1	–	Sell	-71,842	Closed	-$2.5M	–	870
2022 Q4	$2.5M	Buy	71,842 +36,977	+106%	+$1.54M	0.05%	391
2022 Q3	$1.31M	Buy	+34,865	New	+$1.37M	0.03%	407

Other funds holding SM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return