WEDGE CAPITAL MANAGEMENT L L P/NC SM — ST MARY LD & EXPL CO COMMON

Ownership history in WEDGE CAPITAL MANAGEMENT L L P/NC  ·  51 quarters on record

AI Ownership Summary

WEDGE CAPITAL MANAGEMENT L L P/NC reported ST MARY LD & EXPL CO COMMON (SM) in 51 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.46% in 2024 Q1. The latest visible filing shows SM at 0.06% 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 SM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDGE CAPITAL MANAGEMENT L L P/NC's position in ST MARY LD & EXPL CO COMMON, 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

SM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

SM stock page WEDGE CAPITAL MANAGEMENT L L P/NC fund profile WEDGE CAPITAL MANAGEMENT L L P/NC full holdings
How WEDGE CAPITAL MANAGEMENT L L P/NC held SM — position size vs. price
% of Fund (quarterly)    SM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 103,578 -514,281 -83.2% 0.06% $3.2M 2026-04-13 $28.65
2025 Q4 ADDED — — — 617,859 +87,834 +16.6% 0.21% $11.6M 2026-01-14 $18.29
2025 Q3 REDUCED 15.0% -23.5% ✅ 530,025 -93,592 -15.0% 0.22% $13.2M 2025-10-10 $21.82
2025 Q2 ADDED — — — 623,617 +41,247 +7.1% 0.27% $15.4M 2025-07-11 $27.33
2025 Q1 ADDED — — — 582,370 +22,126 +3.9% 0.34% $17.4M 2025-04-14 $20.85
2024 Q4 REDUCED — — — 560,244 -137 -0.0% 0.39% $21.7M 2025-01-15 $42.23
2024 Q3 REDUCED 5.5% -3.3% ✅ 560,381 -32,860 -5.5% 0.39% $22.4M 2024-10-11 $42.84
2024 Q2 ADDED — — — 593,241 +27,405 +4.8% 0.45% $25.6M 2024-07-17 $43.87
2024 Q1 REDUCED 10.1% -12.1% ✅ 565,836 -63,791 -10.1% 0.46% $28.2M 2024-04-23 $46.67
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SM

As of 2026 Q1 — sorted by position size

FEARNLEY ASSET MANAGEMENT AS 14.16% ARISTEIA CAPITAL, L.L.C. 3Y 7Y 7.01% Webs Creek Capital Management LP 3Y 6.94% Corigliano Investment Advisers, LLC 6.82% Tiptree Advisors, LLC 3Y 7Y 4.34% DONALD SMITH & CO., INC. 3Y 7Y 4.04% CLG LLC 3.61% SMH CAPITAL ADVISORS INC 3Y 7Y 3.54% PLUSTICK MANAGEMENT LLC 3Y 3.16% AEGIS FINANCIAL CORP 3Y 7Y 2.96%

FAQ About WEDGE CAPITAL MANAGEMENT L L P/NC and SM

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

How long has WEDGE CAPITAL MANAGEMENT L L P/NC reported owning SM?

WEDGE CAPITAL MANAGEMENT L L P/NC reported SM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SM position in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio?

The largest reported portfolio weight for SM was 0.46% in 2024 Q1.

What is the latest reported SM position on this page?

The most recent filing on this page is 2026 Q1, when WEDGE CAPITAL MANAGEMENT L L P/NC reported 103,578 shares, equal to 0.06% of portfolio, with an estimated market value of $3.2M.

What does the chart on this SM ownership page compare?

The chart compares WEDGE CAPITAL MANAGEMENT L L P/NC's quarterly SM 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 WEDGE CAPITAL MANAGEMENT L L P/NC time their SM position?

Based on 13F filing dates vs. subsequent SM price moves, WEDGE CAPITAL MANAGEMENT L L P/NC correctly timed 24 out of 50 reported position changes (48%). The annualised alpha on SM relative to SPY over the holding period was -5.6%.

← Back to WEDGE CAPITAL MANAGEMENT L L P/NC Holdings