HAL

HAL

HAL

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	ACATIS Investment	-	-0.2%	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVN, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, energy, global, Reform, semiconductors, technology	AI infrastructure continues to drive strong performance in semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain. Salesforce has reduced workforce due to AI reducing labor requirements, which the manager views positively.	UPWK UMI BB PEP KGH PW HIMS HAL ZAL GR CLS CN SNPS HOLX ICE KRN GR 2330 TT	View
2025 Q2	Jul 23, 2025	Aristotle Atlantic Core Equity Strategy	14.3%	7.5%	AAPL, ADPT, AVGO, AWK, BDX, CB, EXPE, HAL, ORCL, TECH, TT, ZTS	AI, Cloud, earnings, healthcare, large cap, technology, Trade Policy, value	President Trump introduced a universal 10% import tariff and reciprocal tariffs on dozens of countries as part of Liberation Day, followed by a 90-day pause on reciprocal tariffs to encourage negotiations. The U.S. and U.K. finalized the Economic Prosperity Deal, while negotiations continued with the EU, Japan, Canada and India. More than 425 companies referenced tariffs in earnings calls and nearly 12% issued negative EPS guidance for the quarter ahead.	AVGO ORCL ZTS EXPE CB BDX AVGO ORCL	View
2025 Q2	Jul 19, 2025	Aristotle Core Equity Fund	14.3%	7.5%	AAPL, ADPT, AVGO, AWK, BDX, CB, EXPE, HAL, ORCL, TECH, TT, ZTS	AI, earnings, large cap, technology, Trade Policy	Strong demand for AI infrastructure and silicon continues to drive performance across Oracle's OCI infrastructure and Broadcom's AI compute and networking business. Customer demand for AI silicon for training and inference remains robust with positive outlook for 2025 and 2026.	AVGO ORCL ZTS EXPE CB BDX AVGO ORCL	View
2024 Q2	Jul 10, 2024	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	ABT, ACN, AME, APH, AVGO, BSX, COST, DAR, EL, GH, GOOGL, HAL, MCHP, NSC, NVDA, TFX	AI, growth, healthcare, large cap, semiconductors, technology	AI continues to drive market gains with the Magnificent 7 responsible for the majority of S&P 500 returns. Nvidia sees accelerating demand for GPU semiconductors from hyperscalers and enterprises for AI computing. Amphenol benefits from increased spending on AI-enabled data center architectures requiring higher interconnect content.	MCHP BSX APH NSC DAR GOOGL NVDA	View
2024 Q2	Jul 10, 2024	Aristotle Core Equity Fund	2.9%	21.3%	AAPL, ABT, ACN, AME, AMZN, APH, AVGO, BSX, COST, DAR, EL, GH, GOOGL, HAL, MCHP, META, MSFT, NSC, NVDA, TFX	AI, growth, healthcare, large cap, semiconductors, technology	The fund benefited from AI-driven demand for NVIDIA's GPU semiconductors from hyperscalers and enterprises. Amphenol is positioned to benefit from increased spending by cloud-service providers on new data center architectures that enable AI computing technologies. The fund sees AI as a broadening secular trend driving equity markets.	MCHP BSX APH	View
2024 Q2	Jul 10, 2024	Mountain Vista Wealth Management	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Energy Transition, global, healthcare, semiconductors, technology, value	AI infrastructure continues driving strong performance across semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain. Salesforce has reduced workforce due to AI reducing labor requirements, viewed positively by the manager.		View
2025 Q2	Jun 30, 2025	Airlie Australian Share Fund	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMC.PA, UNH, UPWK, VNA.DE, ZAL.DE	AI, China, energy, Germany, healthcare, semiconductors, value	AI infrastructure continues driving strong performance across semiconductor equipment manufacturers and data center suppliers. Companies like Lam Research, TSMC, and Bloom Energy are benefiting from continued AI expansion, with Bloom Energy securing potentially its largest project for a 900 MW power plant to supply AI data centers.		View
2024 Q1	Jun 15, 2024	Goehring & Rozencwajg Associates, LLC	0.0%	0.0%	7203.T, BHP.AX, CCJ, COP, CVX, DVN, EOG, FCX, Gold, HAL, MRO, NEM, OXY, PXD, RELIANCE.NS, RIO, RRC, SHOP.TO, SLB, XOM	Agriculture, AI, Copper, Energy Transition, gold, Natural Gas, oil, uranium	North American natural gas market has reached a turning point with production likely peaking in December 2023 while demand is set to surge from LNG exports and AI data centers. The firm expects a structural deficit to emerge as shale production falters just as new LNG capacity comes online and data center proliferation drives unprecedented electricity demand.		View
2026 Q1	Apr 21, 2026	Harbor Mid Cap Value Fund	4.6%	4.6%	ANGI, APA, CF, CMC, DINO, EXPE, FLEX, FOXA, HAL, JBL, MTDR, SFD, UPWK, WDC	AI, energy, mid cap, quantitative, Rotation, small caps, value			View
2026 Q1	Apr 18, 2026	ACATIS Investment	-	-	1810 HK, AIXA.DE, BNTX, CCJ, COP, EQNR, HAL, IFX.DE, KHC, KWS.DE, LYB, NEM, PBR, ROST, SHEL, SU.PA, VIST, WPM, YAR.OL	AI, China, commodities, Fertilizers, geopolitics, Iran War, nuclear, oil, Precious Metals, Value Investing			View
2026 Q1	Apr 10, 2026	QV Investors	-	-	CJT.TO, HAL, IFC.TO, RMV.L, TIH.TO	AI, Canada, energy, Geopolitical, private credit, small cap, technology, value		IFC.TO TIH.TO RMV.L HAL CJT.TO	View
2025 Q1	Mar 31, 2025	Emerald Wealth Partners – Focused Equity Strategy	-3.6%	-3.6%	300750.SZ, 6920.T, BABA, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMC.PA, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Germany, global, semiconductors, value	AI infrastructure driving strong performance in wafer equipment manufacturers and data center suppliers. Companies like Lam Research, TSMC, and Bloom Energy benefiting from AI expansion. Salesforce reducing workforce due to AI efficiency gains.		View
2023 Q1	Mar 31, 2023	PM Capital Global Companies Fund	4.6%	4.6%	300750.SZ, 6920.T, 981.HK, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KRN.DE, KVUE, LRCX, PEP, TSM, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Banking, Germany, Reform, semiconductors, technology	AI infrastructure continues to drive strong performance across semiconductor equipment manufacturers and data center companies. Lam Research, Lasertec, and TSMC all benefited from AI-driven demand, with TSMC maintaining technological leadership and pricing power in the AI supply chain. The fund added positions in companies benefiting from AI expansion including Bloom Energy for data center power supply and Celestica for AI infrastructure development.		View
2025 Q3	Nov 16, 2025	Aristotle Atlantic Core Equity Strategy	7.1%	15.1%	ADPT, AMP, AR, AVGO, BDX, BKR, CEG, DAR, DXCM, GH, GOOGL, HAL, ICE, NOW, ORCL	AI, energy, growth, healthcare, large cap, nuclear, technology, Trade Policy	Oracle's transformative growth in cloud infrastructure driven by AI demand, with Oracle Cloud Infrastructure revenue expected to grow through fiscal 2030. The company closed multiple multi-billion-dollar deals including the $30 billion Stargate contract with OpenAI. Natural gas demand is increasing for AI data center power generation, benefiting companies like Antero Resources.	BDX BKR CEG DXCM ADPT ORCL AR DAR	View
2025 Q3	Oct 31, 2025	Fairtree Wild Fig Multi Strategy Hedge Fund	1.4%	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, energy, global, Reform, semiconductors, technology, value	AI infrastructure companies like Lam Research, TSMC, and Palantir benefited from continued strong expansion. Bloom Energy supports data center expansion with reliable power supply for AI infrastructure. Salesforce reduced workforce as artificial intelligence reduces labor requirements.		View
2025 Q3	Oct 28, 2025	AGT Partners	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KKR, KRN.DE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Energy Transition, Germany, global, semiconductors, value	AI infrastructure continues to drive strong performance across semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain. Salesforce has reduced workforce due to AI efficiency gains, viewed positively by the manager.	6088 HK 6601 HK KKR APO	View
2025 Q3	Oct 14, 2025	Guinness Global Energy	-	14.2%	BKR, BP, COP, CVE, CVX, E, EOG, EQNR, FANG, GALP.LS, HAL, OMV.VI, REP.MC, SHEL, SLB, SU, TTE, VLO, WMB, XOM	energy, global, Natural Gas, oil, Opec, Russia, Ukraine	Oil prices remained mixed in September with WTI falling slightly while Brent stayed flat. Ukrainian attacks on Russian oil infrastructure and OPEC production decisions continue to drive price volatility. The fund expects oil prices to move higher over the next twenty years due to population growth, developing world industrialization, and diminishing fossil fuel supplies.	EOG REP SM HAL VAL	View
2023 Q4	Jan 28, 2024	Highwood Value Partners	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, energy, global, healthcare, semiconductors, technology, value	AI infrastructure continues driving strong performance across semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain, while data center infrastructure providers like Celestica are gaining from cloud and AI infrastructure growth.		View
2024 Q3	Sep 30, 2024	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	AMAT, AR, EL, GH, GOOGL, HAL, HD, ICE, NEE, NSC, TT	energy, industrials, large cap, technology, Utilities, value	Applied Materials faced investor pullback in AI-related semiconductor names due to concerns about AI market growth and profitability of massive capex investments. The company continues to benefit from secular shift to highly complex semiconductors design and manufacturing, but faces weakness in NAND manufacturing and potential trade restrictions on Chinese equipment purchases.	ICE TT HAL AMAT	View
2024 Q3	Sep 30, 2024	L1 Capital Long Short Fund	2.4%	10.8%	BKR, CBA.AX, CNU.TO, CRH, CVE.TO, FLTR.L, FRA.DE, HAL, MEG.TO, MIN.AX, NWG.L, NXE.TO, OXY, QAN.AX, REA.AX, RMV.L, TSCO.L, WOR.AX, WOW.AX, XOM	Australia, Banking, energy, gold, Long/Short, Travel, United Kingdom, value	The fund continues to focus on quality, lower P/E stocks with strong cash flow generation and solid earnings growth outlooks. They see extreme crowding and overvaluation in domestic banks and several ASX20 stocks, while many cyclical stocks trade at both depressed P/E multiples and depressed earnings bases, providing opportunity for large, medium-term upside for patient investors.		View
2024 Q3	Sep 30, 2024	Aristotle Core Equity Fund	2.9%	21.3%	AAPL, AMAT, AMZN, AR, AVGO, COST, EL, GH, GOOGL, HAL, HD, ICE, JPM, META, MSFT, NEE, NSC, NVDA, TT	energy, HVAC, large cap, semiconductors, technology, value	Applied Materials detracted from performance as part of general investor pullback in AI-related semiconductor names due to concerns about overall AI market growth in the near-term and profitability of massive capex investments being made in AI infrastructure. The company continues to benefit from a secular shift to highly complex semiconductors design and manufacturing.	EL HAL ICE TT AMAT	View
2023 Q3	Sep 30, 2023	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	CB, DAR, DG, HAL, MCHP, META, ORCL, SPR	energy, growth, inflation, large cap, rates, technology, value	Oil prices hit their highest level of the year with both WTI and Brent eclipsing $90 a barrel. Higher commodity prices benefited companies like Halliburton as supply concerns and improving supply-demand fundamentals in 2024 drive growth expectations.	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO ESPR ALDAR.AD 0MCB LN COO\|CW\|DKNG\|FSS\|HALO\|ZD	View
2023 Q3	Sep 30, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, BKR, CELH, CMG, CRWD, DXCM, HAL, PEN, PLNT, SNPS	AI, cybersecurity, energy, growth, healthcare, interest rates, mid cap, technology	The fund sees generative AI as transformative across various businesses and continues to look for investment opportunities. Synopsys is releasing new tools to help companies use AI to improve semiconductor development projects. The emergence of AI has sparked optimism and increased spending in semiconductors, hardware, and software industries.		View
2022 Q3	Sep 30, 2022	Aristotle Core Equity Fund	2.9%	21.3%	BALL, CMCSA, CTLT, DAR, HAL	-			View
2024 Q2	Jul 27, 2024	Horizon Kinetics	0.0%	0.0%	AAPL, AMZN, GOOGL, HAL, LB, META, MSFT, NVDA, SLB, SPY, TPL, TSLA, WPM	AI, China, commodities, energy, geopolitics, Indexation, inflation, technology	AI technology represents a massive growth opportunity but faces critical infrastructure constraints, particularly electric power requirements. The H100 AI chips alone might require 0.5% of total U.S. electricity production, with next-generation chips requiring even more power. This creates both challenges for AI companies and opportunities for energy infrastructure providers.	LB	View
2023 Q4	Feb 26, 2024	Aristotle Core Equity Fund	2.9%	21.3%	AAPL, AME, AMZN, AVGO, BDX, BMY, COST, GOOGL, HAL, JPM, LLY, META, MSFT, NVDA, PEP, SPR, VRTX	AI, growth, healthcare, large cap, Pharmaceuticals, technology, value	The fund benefited from AI-driven performance, particularly through Broadcom's strength in AI business segments. The broader market's 2023 gains were primarily driven by the seven largest companies, with AI being a key factor in their outperformance.	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC ALLY	View
2023 Q4	Feb 26, 2024	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	AR, AVGO, BDX, BMY, CHH, DAR, EXPE, HAL, LLY, NOW, PEP, SPR, TFX, VRTX	earnings, energy, healthcare, large cap, technology, value	Broadcom reported strength in its AI business segments during Q4. The company provided positive fiscal year 2024 guidance that included synergy target goals ahead of schedule for the combined businesses following the VMware acquisition.	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC ALLY	View
2023 Q4	Jan 27, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	BILL, CRWD, DXCM, GTLS, HAL, MPWR, PAYC, PLNT, SNPS, TRU	AI, cybersecurity, energy, growth, healthcare, mid cap, semiconductors, technology	Artificial intelligence applications are driving demand for semiconductor chips and enterprise data centers. The rise of AI is expected to make it easier for criminals to generate sophisticated cyber attacks, increasing demand for security software. Technology companies are leveraging AI in new product announcements.		View
2022 Q4	Jan 19, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	ALB, BKR, CRWD, GNRC, HAL, HZNP, MRVL, PLNT, URI, WOLF	-			View
2024 Q4	Jan 18, 2025	Rewey Asset Management	-	27.3%	ARIS, AVNS, BKR, HAL, KD, SLB, WFRD	Concentration, neglect, Oil Services, small caps, SMID, value	Manager sees significant neglect and undervaluation in small and mid-cap stocks driven by the rise of index investing. Believes reallocation from large-cap tech concentration could drive substantial inflows to small/mid-cap space. Portfolio focuses on profitable companies within the Russell 2500 universe.	WFRD AVNS KD	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 14, 2026	Fund Letters	QV Investors	Halliburton Company	Oil & Gas Equipment & Services	Oil & Gas Equipment & Services	Bull	New York Stock Exchange	capital allocation, contrarian, energy, Free Cash Flow, oilfield services, Value	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Atlantic Core Equity Strategy	Halliburton	Energy	Oil & Gas Equipment & Services	Bull	NYSE	cyclical trough, industry consolidation, international markets, natural gas, North America, Offshore, Oil Services, valuation	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Core Equity Fund	Halliburton	Energy	Oil & Gas Equipment & Services	Bull	NYSE	Cyclical Recovery, industry consolidation, natural gas, North America, offshore drilling, oilfield services	View Pitch
Feb 26, 2026	Fund Letters	Dr. Hendrik Leber	Halliburton Company	Energy	Oil & Gas Equipment & Services	Bull	New York Stock Exchange	Deregulation, Drilling, Energy Policy, oilfield services, production growth	View Pitch
Nov 29, 2025	Fund Letters	Will Riley	Halliburton Company	Energy	Oilfield Services & Equipment	Bull	NYSE	cashflow, Drilling, International, Margins, oilfield services, Pricing, Roce	View Pitch
Aug 8, 2025	Seeking Alpha	Richard Durant	Halliburton Company	Energy	Oil & Gas Equipment & Services	Bear	NYSE	—	View Pitch

BSD Shareholders of HAL

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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