Sippican Capital Advisors

SEC CIK: 0001557406
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

SM holding history

SM Energy Co in every 13F filed by Sippican Capital Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overview All 13F holders of SM Full Q2 2026 holdings

Shares (Q2 2026): 18,735
Value: $489.0K
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SM by Sippican Capital Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,735	$489.0K	0.3%	−2,025−9.8%	Reduced	Holders
Q1 2026	20,760	$647.3K	0.4%	+4,929+31.1%	Added	Holders
Q4 2025	15,831	$296.0K	0.2%	+89+0.6%	Added	Holders
Q3 2025	15,742	$393.1K	0.3%	+10.0%	Added	Holders
Q2 2025	15,741	$389.0K	0.3%	+116+0.7%	Added	Holders
Q1 2025	15,625	$468.0K	0.4%	−700−4.3%	Reduced	Holders
Q4 2024	16,325	$632.8K	0.5%	−575−3.4%	Reduced	Holders
Q3 2024	16,900	$675.5K	0.5%	−25−0.1%	Reduced	Holders
Q2 2024	16,925	$731.7K	0.6%	−100−0.6%	Reduced	Holders
Q1 2024	17,025	$848.7K	0.7%	−575−3.3%	Reduced	Holders
Q4 2023	17,600	$681.5K	0.5%	−100−0.6%	Reduced	Holders
Q3 2023	17,700	$701.8K	0.6%	+30+0.2%	Added	Holders
Q2 2023	17,670	$558.9K	0.5%	00.0%	Unchanged	Holders
Q1 2023	17,670	$497.6K	0.5%	00.0%	Unchanged	Holders
Q4 2022	17,670	$615.0K	0.6%	00.0%	Unchanged	Holders
Q3 2022	17,670	$665.0K	0.7%	−625−3.4%	Reduced	Holders
Q2 2022	18,295	$626.0K	0.6%	−1,725−8.6%	Reduced	Holders
Q1 2022	20,020	$780.0K	0.6%	−9,780−32.8%	Reduced	Holders
Q4 2021	29,800	$879.0K	0.7%	−3,550−10.6%	Reduced	Holders
Q3 2021	33,350	$880.0K	0.8%	−2,400−6.7%	Reduced	Holders
Q2 2021	35,750	$881.0K	0.8%	−1,500−4.0%	Reduced	Holders
Q1 2021	37,250	$610.0K	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.