Position in HP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$513,139
+$106,113 QoQ
Shares Held
14,242
+0.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026CWM, LLC holds $7,669,466 across 10 Oil & Gas Drilling names. HP ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NE |
Noble Corp plc
|
60,343 | $2,961,031 | |
| 2 | SDRL |
SEADRILL Ltd
|
26,561 | $1,208,525 | |
| 3 | PTEN |
Patterson Uti Energy Inc
|
91,983 | $996,175 | |
| 4 | RIG |
Transocean Ltd.
|
130,438 | $864,803 | |
| 5 | NBR |
Nabors Industries Ltd
|
7,152 | $615,501 | |
| 6 | HP |
Helmerich & Payne, Inc.
This page
|
14,242 | $513,139 | |
| 7 | VAL |
Valaris Ltd
|
2,384 | $233,727 | |
| 8 | BORR |
Borr Drilling Ltd
|
37,811 | $218,169 |
All Filings in HP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,139 | 14,242 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $407,026 | 14,192 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $309,260 | 14,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $68,826 | 4,540 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $148,126 | 5,671 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $131,794 | 4,116 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $144,342 | 4,745 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $179,688 | 4,972 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $125,422 | 2,982 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $110,000 | 3,037 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $131,159 | 3,111 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $181,929 | 5,132 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $203,918 | 5,704 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $248,494 | 5,013 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $110,170 | 2,980 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $129,438 | 3,006 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $138,863 | 3,246 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $72,806 | 3,072 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $97,661 | 2,993 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $80,691 | 2,993 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $69,317 | 2,993 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $43,847 | 2,993 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $58,393 | 2,993 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $46,840 | 2,993 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||