Is SLB Limited (SLB) the Most Resilient Oilfield Services Player Right Now?
Ariel Investments, an investment management company, released its “Ariel Focus Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 4,664,577 | $239,712,612 | +1% | 3.95% |
| 2. | Antipodes Partners Jacob Mitchell | 1,446,935 | $74,357,990 | +108% | 1.43% |
| 3. | Fisher Asset Management Ken Fisher | 1,056,438 | $54,290,389 | +2% | 0.02% |
| 4. | 208,400 | $10,709,676 | -53% | 0.07% | |
| 5. | Hourglass Capital Kenneth A. Moffet | 172,680 | $8,874,025 | -27% | 1.85% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.80 | 110 | $5,038.00 | 110 | 2023-05-24 | Filing | |
| $31.64 | 711 | $22,496.04 | 227,889 | 2021-07-06 | Filing | |
| $27.85 | 795 | $22,140.75 | 227,178 | 2021-04-06 | Filing | |
| $17.95 | 25,000 | $448,850.00 | 191,770 | 2020-09-14 | Filing | |
| $19.46 | 15,000 | $291,874.50 | 50,131 | 2020-08-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $54.33 | 2,000 | $108,660.00 | 16,953 | 2026-05-07 | Filing | |
| $56.19 | 33,379 | $1,875,566.01 | 47,421 | 2026-05-01 | Filing | |
| $56.16 | 20,000 | $1,123,200.00 | 47,421 | 2026-05-01 | Filing | |
| $56.48 | 25,000 | $1,412,000.00 | 1,391,328 | 2026-04-29 | Filing | |
| $51.95 | 2,000 | $103,900.00 | 15,525 | 2026-03-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 97,191,687 | $4,994,680,796 | 0.12% | |
| 2. | 74,609,987 | $3,834,207,232 | 0.2% | |
| 3. | 33,184,227 | $1,705,337,424 | 0.26% | |
| 4. | 25,240,679 | $1,297,118,495 | 0.43% | |
| 5. | 24,615,243 | $1,264,977,280 | 0.23% |