Telemark Asset Management, LLC

Position in BKR — Baker Hughes Co

CIK 1420816 BOSTON, MA

Position in BKR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$24,420,000

New position

Shares Held

400,000

first reported quarter

Ownership

0.040%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Telemark Asset Management, LLC holds $102,042,000 across 3 Oil & Gas Equipment & Services names. BKR ranks #3 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co	1,200,000	$46,788,000
2	SLB	Slb Limited/Nv	600,000	$30,834,000
3	BKR	Baker Hughes Co This page	400,000	$24,420,000

1 filing row on record

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