SEC 13F Intelligence

Covalent Partners LLC / HP

Covalent Partners LLC’s Helmerich & Payne Inc Position

Does Covalent Partners LLC own Helmerich & Payne Inc (HP)? Not currently — the last reported position was 70.0K shares worth $3M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2022
Shares
70.0K
% of Portfolio
+2.53%
Quarters Held
4
position exited

Position History HP

Reported value by quarter
Q2 ’19: $506,000Q2 ’19Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202270.0K$3M+2.53%
Q4 202193.0K$2M+1.87%
Q3 202162.5K$2M+2.84%
Q2 201910.0K$506,000+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalent Partners LLC’s full portfolio or all institutional holders of HP.