River Road Asset Management, LLC / SM
River Road Asset Management, LLC’s Sm Energy Company Position
Does River Road Asset Management, LLC own Sm Energy Company (SM)? Not currently — the last reported position was 1.72M shares worth $43M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$43M
Q3 2025
Shares
1.72M
% of Portfolio
+0.48%
Quarters Held
16
position exited
Position History SM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 1.72M | $43M | +0.48% |
| Q2 2025 | 1.74M | $48M | +0.61% |
| Q1 2025 | 1.76M | $53M | +0.72% |
| Q4 2024 | 1.77M | $69M | +0.91% |
| Q3 2024 | 1.79M | $72M | +0.94% |
| Q2 2024 | 1.78M | $77M | +1.10% |
| Q1 2024 | 1.76M | $88M | +1.18% |
| Q4 2023 | 1.84M | $71M | +0.99% |
| Q3 2023 | 2.28M | $90M | +1.29% |
| Q2 2023 | 2.34M | $74M | +1.02% |
| Q1 2023 | 2.32M | $65M | +0.89% |
| Q4 2022 | 2.08M | $72M | +0.99% |
| Q3 2022 | 1.94M | $73M | +1.09% |
| Q2 2022 | 1.77M | $61M | +0.85% |
| Q1 2022 | 1.50M | $58M | +0.64% |
| Q4 2021 | 1.20M | $35M | +0.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See River Road Asset Management, LLC’s full portfolio or all institutional holders of SM.