Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Helmerich & Payne (HP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 0.15 SEC
2018   Q1 279,408 0.15 Reduce 32.42% 0.07 $66.56 $18,597,000 SEC
2017   Q4 413,445 0.21 Reduce 36.41% 0.10 $64.64 $26,725,000 SEC
2017   Q3 650,167 0.27 Add 23.54% 0.05 $52.11 $33,880,000 SEC
2017   Q2 526,299 0.23 Add 30.09% 0.05 $54.34 $28,599,000 SEC
2017   Q1 404,569 0.23 Reduce 0.11% <0.01 $66.57 $26,932,000 SEC
2016   Q4 405,009 0.26 Reduce 44.91% 0.19 $77.40 $31,348,000 SEC
2016   Q3 735,193 0.43 Reduce 16.29% 0.08 $67.30 $49,478,000 SEC
2016   Q2 878,305 0.52 Reduce 13.60% 0.08 $67.13 $58,961,000 SEC
2016   Q1 1,016,550 0.56 Reduce 24.86% 0.17 $58.72 $59,692,000 SEC
2015   Q4 1,352,905 0.67 Reduce 0.26% <0.01 $53.55 $72,448,000 SEC
2015   Q3 1,356,465 0.57 Add 20.37% 0.10 $47.26 $64,107,000 SEC
2015   Q2 1,126,935 0.66 Reduce 10.24% 0.07 $70.42 $79,359,000 SEC
2015   Q1 1,255,535 0.72 Buy 0.72 $68.07 $85,464,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.28 SEC
2014   Q3 332,600 0.28 Reduce 8.80% 0.03 $97.87 $32,552,000 SEC
2014   Q2 364,700 0.35 Reduce 1.51% <0.01 $116.11 $42,346,000 SEC
2014   Q1 370,300 0.36 Reduce 9.84% 0.03 $107.56 $39,829,000 SEC
2013   Q4 410,700 0.34 Reduce 6.34% 0.02 $84.08 $34,531,000 SEC
2013   Q3 438,500 0.32 Reduce 4.28% 0.01 $68.95 $30,235,000 SEC
2013   Q2 458,100 0.32 Add 21.90% 0.06 $62.45 $28,609,000 SEC
2013   Q1 375,800 0.26 Reduce 10.07% 0.03 $60.70 $22,811,000 SEC
2012   Q4 417,900 0.29 Add 8.07% 0.02 $56.01 $23,407,000 SEC
2012   Q3 386,700 0.23 $47.61 $18,411,000 SEC
2012   Q2 386,700 0.22 $43.48 $16,814,000 SEC
2012   Q1 386,700 0.30 Reduce 3.85% 0.01 $53.95 $20,862,000 SEC
2011   Q4 402,200 0.36 Buy 0.36 $58.36 $23,473,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.02 SEC
2009   Q1 18,400 0.02 Reduce 54.79% 0.02 $22.77 $419,000 SEC
2008   Q4 40,700 0.04 Buy 0.04 $22.75 $926,000 SEC