TERRIL BROTHERS, INC. EMO CLEARBRIDGE ENERGY MIDSTRM O

Ownership history in TERRIL BROTHERS, INC.  ·  19 quarters on record

AI Ownership Summary

TERRIL BROTHERS, INC. reported CLEARBRIDGE ENERGY MIDSTRM O (EMO) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2023 Q4. The latest visible filing shows EMO at 0.66% 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 EMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TERRIL BROTHERS, INC.'s position in CLEARBRIDGE ENERGY MIDSTRM O, 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

EMO was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2023 Q4

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 TERRIL BROTHERS, INC. held EMO — position size vs. price
% of Fund (quarterly)    EMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 46,054 -4,993 -9.8% 0.66% $2.4M 2026-05-07 $49.87
2025 Q4 ADDED 51,047 +28,323 +124.6% 0.60% $2.3M 2026-02-09 $47.91
2025 Q3 ADDED 22,724 +250 +1.1% 0.31% $1.0M 2025-11-14 $41.70
2025 Q2 REDUCED 14.8% -3.4% 22,474 -3,906 -14.8% 0.41% $1.1M 2025-08-04 $44.24
2024 Q1 REDUCED 77.3% +2.6% 26,380 -89,666 -77.3% 0.37% $1.1M 2024-04-29 $34.58
2023 Q4 REDUCED 116,046 -5,660 -4.7% 1.44% $4.1M 2024-02-02 $29.06
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TERRIL BROTHERS, INC. and EMO

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

How long has TERRIL BROTHERS, INC. reported owning EMO?

TERRIL BROTHERS, INC. reported EMO across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EMO position in TERRIL BROTHERS, INC.'s portfolio?

The largest reported portfolio weight for EMO was 1.44% in 2023 Q4.

What is the latest reported EMO position on this page?

The most recent filing on this page is 2026 Q1, when TERRIL BROTHERS, INC. reported 46,054 shares, equal to 0.66% of portfolio, with an estimated market value of $2.4M.

What does the chart on this EMO ownership page compare?

The chart compares TERRIL BROTHERS, INC.'s quarterly EMO 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 TERRIL BROTHERS, INC. time their EMO position?

Based on 13F filing dates vs. subsequent EMO price moves, TERRIL BROTHERS, INC. correctly timed 6 out of 18 reported position changes (33%). The annualised alpha on EMO relative to SPY over the holding period was +42.4%.

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