Position in HLX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,545,317
+$1,286,142 QoQ
Shares Held
358,475
-0.5% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in HLX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026CSM Advisors, LLC holds $12,988,343 across 5 Oil & Gas Equipment & Services names. HLX ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNGR |
Ranger Energy Services, Inc.
|
356,569 | $6,111,592 | |
| 2 | HLX |
Helix Energy Solutions Group Inc
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|
358,475 | $3,545,317 | |
| 3 | INVX |
Innovex International, Inc.
|
80,479 | $1,962,882 | |
| 4 | FTI |
TechnipFMC plc
|
12,299 | $850,229 | |
| 5 | OII |
Oceaneering International Inc
|
14,613 | $518,323 |
All Filings in HLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,545,317 | 358,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,259,175 | 360,315 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,609,705 | 550,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,696,772 | 432,175 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||