HOTCHKIS & WILEY's SM Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 564,730 shares of SM Energy Company (SM) worth $10.56 M, representing 0.03% of the portfolio. First purchased in 2018-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained this position in SM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 486,180 shares. Largest reduction occurred in Q2 2019, reducing 173,171 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +78,550 | Add 16.16% | 564,730 | $18.70 |
| Q3 2025 | +486,180 | New Buy | 486,180 | $24.97 |
| Q2 2019 | -173,171 | Sold Out | 0 | $0.00 |
| Q1 2019 | -45,230 | Reduce 20.71% | 173,171 | $17.49 |
| Q4 2018 | +36,741 | Add 20.23% | 218,401 | $15.48 |
| Q3 2018 | +34,347 | Add 23.32% | 181,660 | $31.53 |
| Q2 2018 | +147,313 | New Buy | 147,313 | $25.69 |
HOTCHKIS & WILEY's SM Energy Company Investment FAQs
HOTCHKIS & WILEY first purchased SM Energy Company (SM) in Q2 2018, acquiring 147,313 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held SM Energy Company (SM) for 7 quarters since Q2 2018.
HOTCHKIS & WILEY's largest addition to SM Energy Company (SM) was in Q3 2025, adding 486,180 shares worth $12.14 M.
According to the latest 13F filing for Q4 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 564,730 shares of SM Energy Company (SM), valued at approximately $10.56 M.
As of the Q4 2025 filing, SM Energy Company (SM) represents approximately 0.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in SM Energy Company (SM) was 564,730 shares, as reported at the end of Q4 2025.