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. | First Eagle Investment Management Jean-Marie Eveillard | 28,376,167 | $1,458,251,238 | +3% | 2.47% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 5,927,507 | $304,614,585 | +424% | 0.3% |
| 3. | Greenhaven Associates Edgar Wachenheim | 4,664,577 | $239,712,612 | +1% | 3.95% |
| 4. | 3,308,400 | $170,018,676 | +17% | 0.03% | |
| 5. | 3,118,600 | $160,264,854 | -60% | 0.03% |
| 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. | 132,223,012 | $6,794,940,588 | 0.12% | |
| 2. | 97,191,687 | $4,994,680,796 | 0.12% | |
| 3. | 90,500,581 | $4,676,662,689 | 0.16% | |
| 4. | 74,609,987 | $3,834,207,232 | 0.2% | |
| 5. | 47,738,940 | $2,453,316,570 | 0.33% |