SLB (SLB) Just Took a Hit. Here’s Why Investors May Stay Bullish
Ariel Investments, an investment management company, released its "Appreciation Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 28,913,733 | $1,344,199,454 | +2% | 2.24% |
| 2. | Greenhaven Associates Edgar Wachenheim | 3,802,344 | $176,770,973 | -19% | 2.04% |
| 3. | Antipodes Partners Jacob Mitchell | 1,576,411 | $73,287,347 | +9% | 1.34% |
| 4. | Fisher Asset Management Ken Fisher | 600,191 | $27,902,940 | -44% | 0.01% |
| 5. | Hourglass Capital Kenneth A. Moffet | 169,780 | $7,893,072 | -2% | 1.55% |
| 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 |
|---|---|---|---|---|---|---|
| $56.99 | 25,000 | $1,424,750.00 | 1,366,328 | 2026-05-27 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,814,091 | $1,339,567,073 | 0.22% | |
| 2. | 13,824,135 | $643,167,643 | 0.57% | |
| 3. | 7,720,416 | $358,922,140 | 4.45% | |
| 4. | 5,706,519 | $265,296,069 | 0.33% | |
| 5. | 4,391,097 | $205,737,037 | 4.41% |