PLUSTICK MANAGEMENT LLC

Position in SM — SM Energy Co

CIK 1643351 CHARLOTTESVILLE, VA

Position in SM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,872,500

-$675,300 QoQ

Shares Held

225,000

+7.1% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

2.49%

of 13F equity value

Holder Rank

#89

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

PLUSTICK MANAGEMENT LLC holds $8,851,500 across 3 Oil & Gas E&P names. SM ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SM	SM Energy Co This page	225,000	$5,872,500
2	KOS	Kosmos Energy Ltd.	900,000	$1,899,000
3	REI	Ring Energy, Inc.	1,000,000	$1,080,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,872,500	225,000	+7.1%	Shares	Sole	2026-08-14
2026-03-31	$6,547,800	210,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.