Leeward Investments, LLC - MA

Position in SM — SM Energy Co

CIK 1923173 BOSTON, MA

Position in SM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$10,870,206

-$2,428,843 QoQ

Shares Held

416,483

-2.4% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#67

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Energy · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $63,316,746 across 4 Oil & Gas E&P names. SM ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PR	Permian Resources Corp	1,874,823	$34,515,491
2	SM	SM Energy Co This page	416,483	$10,870,206
3	FANG	Diamondback Energy, Inc.	52,613	$9,248,313
4	DVN	Devon Energy Corp/De	210,134	$8,682,736

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,870,206	416,483	-2.4%	Shares	Sole	2026-07-30
2026-03-31	$13,299,049	426,525	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.