AB CarVal Investors, LP BRY β€” BERRY PETE CO

Ownership history in AB CarVal Investors, LP  Β·  17 quarters on record

AI Ownership Summary

AB CarVal Investors, LP reported BERRY PETE CO (BRY) in 17 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AB CarVal Investors, LP's position in BERRY PETE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
17 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AB CarVal Investors, LP held BRY β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BRY

As of 2026 Q1 β€” sorted by position size

Nebula Research & Development LLC 3Y 0.03% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About AB CarVal Investors, LP and BRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has AB CarVal Investors, LP reported owning BRY?

AB CarVal Investors, LP reported BRY across 0 quarterly 13F filings.

What was the largest reported BRY position in AB CarVal Investors, LP's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BRY in AB CarVal Investors, LP.

What is the latest reported BRY position on this page?

The most recent filing on this page is 2022 Q2, when AB CarVal Investors, LP reported 3,483,875 shares, equal to 74.08% of portfolio, with an estimated market value of $26.5M.

What does the chart on this BRY ownership page compare?

The chart compares AB CarVal Investors, LP's quarterly BRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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