S&CO INC AR ANTERO RESOURCES CORP

Ownership history in S&CO INC  ·  22 quarters on record

AI Ownership Summary

S&CO INC reported ANTERO RESOURCES CORP (AR) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2026 Q1. The latest visible filing shows AR at 1.28% of the fund.

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 AR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in ANTERO RESOURCES CORP, 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
2026 Q1

AR was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 S&CO INC held AR — position size vs. price
% of Fund (quarterly)    AR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 487,604 +8,205 +1.7% 1.28% $21K 2026-05-07 $36.14
2025 Q4 ADDED 479,399 +15,001 +3.2% 1.03% $16.5M 2026-02-05 $33.85
2025 Q3 ADDED 464,398 +168,685 +57.0% 0.95% $15.6M 2025-11-06 $32.63
2025 Q2 ADDED 295,713 +1,925 +0.7% 0.76% $11.9M 2025-08-07 $33.08
2025 Q1 ADDED 293,788 +10,205 +3.6% 0.80% $11.9M 2025-05-08 $37.39
2024 Q4 ADDED 283,583 +5,355 +1.9% 0.67% $9.9M 2025-02-07 $37.85
2024 Q3 ADDED 278,228 +65,060 +30.5% 0.52% $8.0M 2024-11-07 $28.67
2024 Q2 ADDED 213,168 +61,590 +40.6% 0.49% $7.0M 2024-08-08 $26.55
2024 Q1 ADDED 151,578 +137,538 +979.6% 0.31% $4.4M 2024-05-09 $34.39
2023 Q4 UNCHANGED 14,040 0% 0.02% $318K 2024-02-12 $21.50
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&CO INC and AR

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

How long has S&CO INC reported owning AR?

S&CO INC reported AR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AR position in S&CO INC's portfolio?

The largest reported portfolio weight for AR was 1.28% in 2026 Q1.

What is the latest reported AR position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 487,604 shares, equal to 1.28% of portfolio, with an estimated market value of $21K.

What does the chart on this AR ownership page compare?

The chart compares S&CO INC's quarterly AR 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.

How well did S&CO INC time their AR position?

Based on 13F filing dates vs. subsequent AR price moves, S&CO INC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on AR relative to SPY over the holding period was -13.2%.

← Back to S&CO INC Holdings