First Eagle Investment's SM Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 265,000 shares of SM Energy Company (SM) worth $8.95 M, representing 0.01% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 18 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in SM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2026, adding 265,000 shares. Largest reduction occurred in Q4 2025, reducing 415,868 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +265,000 | New Buy | 265,000 | $33.78 |
| Q4 2025 | -415,868 | Sold Out | 0 | $0.00 |
| Q3 2025 | +135,565 | Add 48.36% | 415,868 | $24.97 |
| Q2 2025 | +3,000 | Add 1.08% | 280,303 | $24.71 |
| Q1 2025 | +36,700 | Add 15.25% | 277,303 | $29.95 |
| Q4 2024 | +39,300 | Add 19.52% | 240,603 | $38.76 |
| Q3 2024 | +20,300 | Add 11.22% | 201,303 | $39.97 |
| Q2 2024 | +33,300 | Add 22.55% | 181,003 | $43.23 |
| Q1 2024 | +50,700 | Add 52.27% | 147,703 | $49.85 |
| Q4 2023 | +5,825 | Add 6.39% | 97,003 | $38.72 |
| Q3 2023 | -31,000 | Reduce 25.37% | 91,178 | $39.65 |
| Q2 2023 | +31,000 | Add 34.00% | 122,178 | $31.63 |
| Q1 2023 | +52,533 | Add 135.94% | 91,178 | $28.16 |
| Q4 2022 | -8,980 | Reduce 18.86% | 38,645 | $34.83 |
| Q3 2022 | -15,462 | Reduce 24.51% | 47,625 | $37.61 |
| Q2 2022 | -11,751 | Reduce 15.70% | 63,087 | $34.19 |
| Q1 2022 | +43,635 | Add 139.84% | 74,838 | $38.95 |
| Q4 2021 | +31,203 | New Buy | 31,203 | $29.48 |
First Eagle Investment's SM Energy Company Investment FAQs
First Eagle Investment first purchased SM Energy Company (SM) in Q4 2021, acquiring 31,203 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held SM Energy Company (SM) for 18 quarters since Q4 2021.
First Eagle Investment's largest addition to SM Energy Company (SM) was in Q3 2026, adding 265,000 shares worth $8.95 M.
According to the latest 13F filing for Q3 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 265,000 shares of SM Energy Company (SM), valued at approximately $8.95 M.
As of the Q3 2026 filing, SM Energy Company (SM) represents approximately 0.01% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in SM Energy Company (SM) was 415,868 shares, as reported at the end of Q3 2025.