Position in WHD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$166,789
+$22,212 QoQ
Shares Held
3,521
+11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026CWM, LLC holds $65,264,071 across 38 Oil & Gas Equipment & Services names. WHD ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
506,541 | $35,017,179 | |
| 2 | HAL |
Halliburton Co
|
296,617 | $11,565,096 | |
| 3 | SLB |
Slb Limited/Nv
|
73,763 | $3,790,680 | |
| 4 | BKR |
Baker Hughes Co
|
45,333 | $2,767,579 | |
| 5 | LBRT |
Liberty Energy Inc.
|
53,675 | $1,545,840 | |
| 6 | NOV |
NOV Inc.
|
62,988 | $1,184,804 | |
| 7 | KGS |
Kodiak Gas Services, Inc.
|
17,762 | $1,035,879 | |
| 8 | OIS |
Oil States International, Inc
|
87,926 | $1,023,458 |
All Filings in WHD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,789 | 3,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $144,577 | 3,165 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $176,944 | 4,483 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $129,673 | 2,966 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $58,662 | 1,280 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $93,142 | 1,596 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $94,457 | 1,583 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $76,842 | 1,457 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $74,083 | 1,479 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $66,647 | 1,468 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $80,386 | 1,601 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $113,967 | 2,693 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $144,552 | 3,506 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $162,440 | 3,232 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $116,942 | 3,043 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $119,038 | 2,956 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $123,976 | 2,185 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $86,440 | 2,267 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $91,579 | 2,494 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $76,366 | 2,494 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $65,018 | 2,494 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $47,859 | 2,494 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $51,451 | 2,494 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $28,930 | 2,494 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||