MARTINGALE ASSET MANAGEMENT L P

Position in SM — SM Energy Co

CIK 936944 BOSTON, MA

Position in SM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,177,174

+$1,667,557 QoQ

Shares Held

69,826

+447.7% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 16.36353220863289.ToString("F0")% Shared 0.ToString("F0")% None 83.63646779136711.ToString("F0")%

Energy · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $19,356,085 across 12 Oil & Gas E&P names. SM ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	53,357	$7,043,124
2	TALO	Talos Energy Inc.	220,730	$3,478,704
3	SM	SM Energy Co This page	69,826	$2,177,174
4	REPX	Riley Exploration Permian, Inc.	37,041	$1,350,144
5	GPOR	Gulfport Energy Corp	6,305	$1,333,948
6	INR	Infinity Natural Resources, Inc.	57,647	$1,015,163
7	CRC	California Resources Corp	14,327	$991,714
8	CHRD	Chord Energy Corp	4,810	$683,885

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,177,174	69,826	+447.7%	Shares	Sole	2026-05-13
2024-09-30	$509,617	12,750	-9.3%	Shares	Sole	2024-11-14
2024-06-30	$607,381	14,050	-5.3%	Shares	Sole	2024-08-12
2024-03-31	$739,973	14,844	-17.9%	Shares	Sole	2024-05-14
2023-12-31	$700,483	18,091	-39.4%	Shares	Sole	2024-02-12
2023-09-30	$1,183,671	29,853	+68.0%	Shares	Sole	2023-11-14
2023-06-30	$562,065	17,770	-5.7%	Shares	Sole	2023-08-11
2022-09-30	$708,497	18,838	-45.3%	Shares	Sole	2022-11-14
2022-06-30	$1,176,922	34,423	-23.7%	Shares	Sole	2022-08-11
2022-03-31	$1,758,008	45,135	+21.1%	Shares	Sole	2022-05-12
2021-12-31	$1,098,925	37,277	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.