SM Energy Company (NYSE:SM) Q1 2026 Earnings Call Transcript
Operator: Good morning. Welcome to the SM Energy's 2026 First Quarter Operating Results Live Session. [Operator Instructions] Please note, today's event is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Aristeia Capital Robert Henry Lynch | 10,841,846 | $338,048,758 | +2956% | 7.01% |
| 2. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 7,208,899 | $224,773,471 | 4.04% | |
| 3. | Millennium Management Israel Englander | 5,032,906 | $156,926,009 | +78% | 0.07% |
| 4. | Fearnley Asset Management Lars Tjeldflaat And Ole-Jacob Storvik | 1,389,562 | $43,326,543 | +59% | 14.16% |
| 5. | Webs Creek Capital Stephen Thomas | 1,285,300 | $40,075,654 | 6.94% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.32 | 1,000 | $21,320.00 | 488,101 | 2025-05-06 | Filing | |
| $28.72 | 5,000 | $143,600.00 | 82,535 | 2025-03-04 | Filing | |
| $29.67 | 500 | $14,835.00 | 487,101 | 2025-03-03 | Filing | |
| $32.36 | 7,000 | $226,520.00 | 14,666 | 2025-02-26 | Filing | |
| $33.66 | 500 | $16,830.00 | 486,601 | 2025-02-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.98 | 24,553 | $834,310.94 | 65,964 | 2026-05-21 | Filing | |
| $28.49 | 7,726 | $220,113.74 | 23,668 | 2025-06-17 | Filing | |
| $47.45 | 6,059 | $287,499.55 | 8,355 | 2024-08-26 | Filing | |
| $45.43 | 4,487 | $203,844.41 | 256 | 2024-08-16 | Filing | |
| $45.50 | 10,000 | $455,000.00 | 33,381 | 2024-08-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,431,787 | $1,198,303,132 | 0.02% | |
| 2. | 15,234,489 | $475,011,367 | 0.02% | |
| 3. | 14,493,791 | $451,916,403 | 0.29% | |
| 4. | 12,495,962 | $389,624,095 | 0.01% | |
| 5. | 10,537,773 | $328,567,762 | 0% |