Position in SM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,581,605
New position
Shares Held
50,725
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Freestone Capital Holdings, LLC holds $23,357,324 across 11 Oil & Gas E&P names. SM ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DMLP |
Dorchester Minerals, L.P.
|
187,000 | $5,067,700 | |
| 2 | COP |
Conocophillips
|
35,058 | $4,627,656 | |
| 3 | KRP |
Kimbell Royalty Partners, LP
|
298,693 | $4,322,087 | |
| 4 | CRGY |
Crescent Energy Co
|
251,877 | $3,400,339 | |
| 5 | EOG |
Eog Resources Inc
|
16,179 | $2,338,998 | |
| 6 | SM |
SM Energy Co
This page
|
50,725 | $1,581,605 | |
| 7 | AR |
ANTERO RESOURCES Corp
|
15,133 | $642,244 | |
| 8 | GPRK |
GeoPark Ltd
|
53,762 | $510,739 |
All Filings in SM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,581,605 | 50,725 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||