Position in TS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,459,564
-$427,206 QoQ
Shares Held
80,367
-4.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#51
of 284 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026LEUTHOLD GROUP, LLC holds $33,138,441 across 9 Oil & Gas Equipment & Services names. TS ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
127,482 | $5,926,638 | |
| 2 | OII |
Oceaneering International Inc
|
142,936 | $5,791,766 | |
| 3 | BKR |
Baker Hughes Co
|
101,551 | $5,636,080 | |
| 4 | TS |
Tenaris SA
This page
|
80,367 | $4,459,564 | |
| 5 | NOV |
NOV Inc.
|
199,217 | $3,695,475 | |
| 6 | HAL |
Halliburton Co
|
96,521 | $3,276,887 | |
| 7 | WFRD |
Weatherford International plc
|
38,864 | $3,167,416 | |
| 8 | AROC |
Archrock, Inc.
|
21,467 | $873,921 |
All Filings in TS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,459,564 | 80,367 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,886,770 | 83,994 | Shares | Sole | 2026-05-06 | |
| 2024-03-31 | $4,871,679 | 124,056 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,321,189 | 124,315 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,919,822 | 124,045 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||