SM Energy Company (SM)River Road Asset Management, LLC exited its position 1.72M shares

1.72M

Prior-quarter shares · no longer reported

Holdings as of

Dec 31, 2025

Filed

Feb 24, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 20, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“As previously announced, on November 2, 2025, SM Energy Company (the “ Company ”), Cars Merger Sub, Inc., a Delaware corporation and direct wholly owned subsidiary of the Company (“ Merger Sub ”), and Civitas Resources, Inc., a Delaware corporation (“ Civitas ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) pursuant to which (i) Merger Sub will merge with and into Civitas, with Civitas…”
2. Jan 30, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 3 more items)“The information set forth under the heading “ Introduction ” above is incorporated by reference into this”
3. Feb 4, 2026Company filing · Form 8-K · Auditor changeChanged its auditor“On February 4, 2026, the Audit Committee of the Board of Directors (the “Audit Committee”) of SM Energy Company (the “Company”) dismissed Ernst & Young LLP (“EY”) as the Company’s independent registered public accounting firm, and appointed Deloitte & Touche LLP (“Deloitte”) for the fiscal year ending December 31, 2026.”
4. Feb 17, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors

What came next

1. Feb 25, 2026Company filing · Form 8-K · Results, Other newsReported its results, and reported other company news
2. Mar 9, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
3. Apr 17, 2026Company filing · Form 8-K · ResultsReported its results
4. Apr 30, 2026Company filing · Form 8-K · Acquisition or sale, Reg FDCompleted buying or selling a business or assets, and shared information with investors“As previously announced, on February 17, 2026, SM Energy Company (the “ Company ”) entered into a Purchase and Sale Agreement (the “ PSA ”) with Caturus Energy, LLC, a Delaware limited liability company and, solely for the purposes of Section 7.8 thereof, Caturus Holdco, LLC, pursuant to which the Company agreed to sell all of its rights, titles and interests in certain producing and non-producing assets…”
5. May 6, 2026Company filing · Form 8-K · ResultsReported its results
6. May 11, 2026Company filing · Form 8-K · Agreement endedEnded an important agreement
7. May 21, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On May 21, 2026, the Compensation Committee of the Board of Directors of SM Energy Company (the “ Company ”) amended and restated the Change of Control Executive Severance Agreement for Elizabeth A. McDonald, the Company's President and Chief Executive Officer, effective as of January 30, 2026 (“ Change of Control Agreement ”).”
8. Jun 1, 2026Company filing · Form 8-K · Agreement endedEnded an important agreement

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for SM Energy Company

For SM Energy Company, OQRO holds 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SM page.

How this filing works

• SEC Form 13F

Other disclosures at SM Energy Company

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 14, 2026
• SEC Form 13F-HRMay 13, 2026

Everything OQRO holds on this company is on its SM page.