MARTINGALE ASSET MANAGEMENT L P

Position in SM — SM Energy Co

CIK 936944 BOSTON, MA

Position in SM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,521,630

-$655,544 QoQ

Shares Held

58,300

-16.5% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#183

of 495 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Energy · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $24,771,484 across 12 Oil & Gas E&P names. SM ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXE	EXPAND ENERGY Corp	65,801	$6,000,393
2	COP	Conocophillips	53,357	$5,546,993
3	GPOR	Gulfport Energy Corp	21,111	$3,582,536
4	TALO	Talos Energy Inc.	207,800	$2,682,698
5	REPX	Riley Exploration Permian, Inc.	55,466	$1,828,159
6	SM	SM Energy Co This page	58,300	$1,521,630
7	EQT	EQT Corp	25,697	$1,366,309
8	APA	APA Corp	22,534	$733,932

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,521,630	58,300	-16.5%	Shares	Sole	2026-08-13
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.