SM Energy Company
US ˙ NYSE ˙ US78454L1008

SecuritySM / SM Energy Company
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Engineers Gate Manager LP closes position in SM / SM Energy Company

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 0 shares of SM Energy Company (US:SM) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 222,358 shares of SM Energy Company. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SM ENERGY COM 78454L100 0 -100.00 0
2026-02-17 2025-12-31 13F SM ENERGY COM 78454L100 222,358 147,685 197.78 4,158 123.07 0.0493
2025-11-14 2025-09-30 13F SM ENERGY COM 78454L100 74,673 6,518 9.56 1,865 10.69 0.0213
2025-08-14 2025-06-30 13F SM ENERGY COM 78454L100 68,155 -29,029 -29.87 1,684 -42.13 0.0210
2025-05-15 2025-03-31 13F SM ENERGY COM 78454L100 97,184 86,858 841.16 2,911 627.50 0.0491
2025-02-14 2024-12-31 13F SM ENERGY COM 78454L100 10,326 10,326 400 0.0070
2024-11-14 2024-09-30 13F SM ENERGY COM 78454L100 0 -40,935 -100.00 0 -100.00
2024-08-14 2024-06-30 13F SM ENERGY COM 78454L100 40,935 40,935 1,770 0.0399
2024-05-15 2024-03-31 13F SM ENERGY COM 78454L100 0 -10,024 -100.00 0 -100.00
2024-02-14 2023-12-31 13F SM ENERGY COM 78454L100 10,024 -14,215 -58.65 388 -59.63 0.0111
2023-11-14 2023-09-30 13F SM ENERGY COM 78454L100 24,239 -53,650 -68.88 961 -60.98 0.0355
2023-08-14 2023-06-30 13F SM ENERGY COM 78454L100 77,889 -51,435 -39.77 2,464 -32.35 0.0931
2023-05-15 2023-03-31 13F SM ENERGY COM 78454L100 129,324 100,929 355.45 3,642 268.52 0.1522
2023-02-14 2022-12-31 13F SM ENERGY COM 78454L100 28,395 -8,140 -22.28 989 -28.09 0.0594
2022-11-14 2022-09-30 13F SM ENERGY COM 78454L100 36,535 -6,973 -16.03 1,374 -7.66 0.0855
2022-08-15 2022-06-30 13F SM ENERGY COM 78454L100 43,508 18,790 76.02 1,488 54.52 0.0545
2022-05-16 2022-03-31 13F SM ENERGY COM 78454L100 24,718 -17,377 -41.28 963 -22.40 0.0377
2022-02-14 2021-12-31 13F SM ENERGY COM 78454L100 42,095 -33,581 -44.37 1,241 -37.83 0.0558
2021-11-15 2021-09-30 13F SM ENERGY COM 78454L100 75,676 30,055 65.88 1,996 77.58 0.1137
2021-08-16 2021-06-30 13F SM ENERGY COM 78454L100 45,621 -25,764 -36.09 1,124 -3.85 0.0723
2021-05-17 2021-03-31 13F SM ENERGY COM 78454L100 71,385 -417,392 -85.40 1,169 -60.92 0.0579
2021-02-16 2020-12-31 13F SM ENERGY COM 78454L100 488,777 488,777 2,991 0.1297
2020-11-16 2020-09-30 13F SM ENERGY COM 78454L100 0 -14,573 -100.00 0 -100.00
2020-08-17 2020-06-30 13F SM ENERGY COM 78454L100 14,573 -38,564 -72.57 55 -15.38 0.0028
2020-05-15 2020-03-31 13F SM ENERGY COM 78454L100 53,137 53,137 65 0.0047
2020-02-14 2019-12-31 13F SM ENERGY COM 78454L100 0 -94,372 -100.00 0 -100.00
2019-11-14 2019-09-30 13F SM ENERGY COM 78454L100 94,372 74,142 366.50 914 261.26 0.0464
2019-08-14 2019-06-30 13F SM ENERGY COM 78454L100 20,230 1,530 8.18 253 -22.63 0.0140
2019-05-15 2019-03-31 13F SM ENERGY COM 78454L100 18,700 -70,453 -79.02 327 -76.30 0.0198
2019-02-14 2018-12-31 13F SM ENERGY COM 78454L100 89,153 89,153 1,380 0.1104
2017-11-13 2017-09-30 13F SM ENERGY COM 78454L100 0 -70,738 -100.00 0 -100.00
2017-08-10 2017-06-30 13F SM ENERGY COM 78454L100 70,738 70,738 1,169 0.1053
2017-02-10 2016-12-31 13F SM ENERGY COM 78454L100 0 -77,612 -100.00 0 -100.00
2016-11-09 2016-09-30 13F SM ENERGY COM 78454L100 77,612 77,612 0.00 2,994 0.3118
2015-05-15 2015-03-31 13F SM ENERGY COM 78454L100 0 -6,519 -100.00 0 -100.00
2015-02-17 2014-12-31 13F SM ENERGY COM 78454L100 6,519 6,519 252 0.0718
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.