SEC 13F Intelligence

Arga Investment Management, LP / HP

Arga Investment Management, LP’s Helmerich & Payne Inc Position

Does Arga Investment Management, LP own Helmerich & Payne Inc (HP)? Not currently — the last reported position was 2.69M shares worth $86M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$86M
Q4 2024
Shares
2.69M
% of Portfolio
+2.81%
Quarters Held
18
position exited

Position History HP

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $4MQ4 ’20: $8MQ1 ’21: $8MQ1 ’21Q2 ’21: $10MQ3 ’21: $8MQ4 ’21: $17MQ4 ’21Q1 ’22: $29MQ3 ’22: $475,000Q4 ’22: $474,547Q4 ’22Q1 ’23: $362,612Q2 ’23: $2MQ3 ’23: $6MQ3 ’23Q4 ’23: $32MQ1 ’24: $58MQ2 ’24: $68MQ2 ’24Q3 ’24: $57MQ4 ’24: $86Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20242.69M$86M+2.81%
Q3 20241.89M$57M+1.90%
Q2 20241.89M$68M+2.40%
Q1 20241.38M$58M+1.94%
Q4 2023887.1K$32M+1.11%
Q3 2023148.5K$6M+0.25%
Q2 202352.5K$2M+0.07%
Q1 202310.1K$362,612+0.01%
Q4 202212.8K$474,547+0.03%
Q3 202212.8K$475,000+0.03%
Q1 2022676.9K$29M+1.58%
Q4 2021714.4K$17M+1.08%
Q3 2021299.3K$8M+0.57%
Q2 2021304.7K$10M+0.79%
Q1 2021304.7K$8M+0.61%
Q4 2020355.7K$8M+0.51%
Q3 2020253.6K$4M+0.34%
Q2 202092.7K$2M+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arga Investment Management, LP’s full portfolio or all institutional holders of HP.