Telemark Asset Management, LLC

Position in BKR — Baker Hughes Co

CIK 1420816 BOSTON, MA

Position in BKR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$22,200,000

-$2,220,000 QoQ

Shares Held

400,000

0.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#174

of 1,137 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Telemark Asset Management, LLC holds $90,834,000 across 3 Oil & Gas Equipment & Services names. BKR ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co	1,200,000	$40,740,000
2	SLB	Slb Limited/Nv	600,000	$27,894,000
3	BKR	Baker Hughes Co This page	400,000	$22,200,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,200,000	400,000	0.0%	Shares	Sole	2026-08-10
2026-03-31	$24,420,000	400,000	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.