What smart money is saying about Helmerich & Payne
HP
No fund has written a full thesis on Helmerich & Payne in our archive, but 2 fund letters report a position in it — most recently Schafer Cullen Small Cap Value Equity in December 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q4 2025, 2 fund letters reported a position in Helmerich & Payne, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- December 2025
“Our strong stock selection and favorable allocation made Utilities the largest contributor to relative performance for the quarter. Portland General Electric (+10.3%) led gains, supported by regulatory clarity, steady rate base growth, and defensive characteristics that were rewarded as market volatility increased late in the quarter. Our strong stock selection and favorable allocation within Energy made the sector the second-largest contributor to relative performance. Helmerich & Payne (+31.1%) led gains, benefiting from improving drilling activity, disciplined capital allocation, and strong operational execution.”
Helmerich & Payne - HoldsSycamore Small Cap Value EquityJune 2025
“As we do with all holdings, we are evaluating the thesis for HP.”
Helmerich & Payne
Read the letters behind these Helmerich & Payne positions
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