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PALISADE CAPITAL MANAGEMENT, LP

Position in SM — SM Energy Co

CIK 1009006 FORT LEE, NJ

Position in SM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$11,016,731
-$19,298,179 QoQ
Shares Held
422,097
-56.6% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#66
of 495 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 88% Shared 0% None 12%

Common Shares in SM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $21,895,295 across 4 Oil & Gas E&P names. SM ranks #1 (50.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SM
SM Energy Co
This page
422,097 $11,016,731

All Filings in SM

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,016,731 422,097
2026-03-31 $30,314,910 972,255
2025-12-31 $18,487,586 988,641
2025-09-30 $28,961,229 1,159,841
2025-06-30 $29,204,501 1,181,890
2025-03-31 $36,745,505 1,226,895
2024-12-31 $32,685,494 843,279
2024-09-30 $33,984,332 850,246
2024-06-30 $40,763,296 942,940
2024-03-31 $48,073,096 964,355
2023-12-31 $38,283,354 988,723
2023-09-30 $43,740,531 1,103,166
2023-06-30 $30,384,284 960,616
2023-03-31 $17,835,642 633,368
2022-12-31 $21,426,092 615,162
2022-09-30 $19,559,531 520,062