SLB

SLB

SLB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 27, 2025	First Eagle Global Fund	7.2%	-	BA/ LN, BABA, BDX, META, ORCL, SLB, TSM, WTW	Fiscal, inflation, Labor, Resilience, wages	The commentary centers on the underappreciated risk of renewed inflation driven by labor market tightness, fiscal expansion, and demographic constraints. While markets appear to be pricing equilibrium, the manager argues that shrinking labor supply and sustained fiscal largesse could reignite wage pressures and destabilize monetary policy. The fund emphasizes resilience through diversified global assets positioned to withstand inflationary and policy shocks.	BABA WTW SLB BDX TSM META ORCL	View
2022 Q2	Jul 27, 2022	Tall Oak Capital Advisors	-	-	MA, META, MU, SLB	-			View
2025 Q2	Jul 17, 2025	Ariel Appreciation Fund	5.8%	-	CLB, FI, GS, KMX, NTRS, NVT, SLB, SPHR	Discipline, fundamentals, Mean reversion, valuation gaps, value	The letter emphasizes valuation discipline amid a market dominated by growth and momentum. Management highlights opportunities in overlooked, fundamentally strong companies trading at discounts to intrinsic value. The outlook is anchored in long-term mean reversion and fundamental recovery rather than macro forecasting.	GS FI KMX CLB	View
2025 Q2	Jul 11, 2025	Pelican Bay Capital Management	5.9%	3.1%	BF/B, EXPE, SLB, VZ	Concentration, Intrinsic Value, Margin Of Safety, value, volatility	The commentary centers on concentrated value investing in high-quality businesses trading at steep discounts to intrinsic value. Management emphasizes margin of safety, balance-sheet strength, and recycling capital during periods of heightened volatility. Market stress is viewed as a key driver of future outperformance.	VZ BF/B SLB	View
2024 Q4	Dec 31, 2024	Ariel Focus Fund	-1.2%	13.5%	GNRC, Gold, GS, LMT, MHK, REZI, SLB, SNA	-			View
2023 Q4	Dec 31, 2023	Alger Spectra Fund	3.2%	32.4%	AMZN, MSFT, NVDA, SLB, TSLA, TTD	-			View
2023 Q3	Nov 10, 2023	Alger Spectra Fund	3.2%	32.4%	GFL, MSFT, SLB, TMDX, VRT	-			View
2024 Q3	Oct 23, 2024	Pelican Bay Capital Management	11.8%	12.8%	CBOE, CPRI, CVS, MU, SLB	-			View
2025 Q3	Oct 15, 2025	Ariel Focus Fund	20.8%	-	AJG, B, FI, MOS, PBH, REZI, SLB, ZIMV	Artificial Intelligence, Fintech, gold, small caps, Value rotation	Ariel Focus outperformed driven by small-cap and value holdings like Resideo and Barrick Gold, while adding exposure to fintech and insurance. The manager emphasizes AI-driven productivity and margin expansion potential across its holdings. With small caps still trading at steep discounts, the fund sees attractive upside as valuation gaps normalize.	FISV AJG SLB PBH	View
2023 Q4	Jan 25, 2024	WestEnd Capital	-	28.4%	NFLX, SLB	Artificial Intelligence, Cloud infrastructure, earnings growth, Market Concentration, Mega-Cap Technology	The letter underscores a strong year driven by concentrated exposure to high-quality mega-cap technology stocks, particularly beneficiaries of AI and cloud infrastructure spending. WestEnd attributes outperformance to owning the Magnificent Seven and emphasizes earnings durability rather than speculative multiple expansion, with valuation dispersion across the S&P 500 providing selective opportunity. Looking ahead, the firm remains overweight technology given accelerating free cash flow, margin expansion, and anticipated Fed rate cuts supporting growth equities.	SLB NFLX	View
2025 Q4	Jan 21, 2026	Advisors Capital Management, LLC	-	-	AAPL, AMD, AMZN, AVGO, GOOGL, META, MSFT, NVDA, ORCL, SLB, TSLA	AI, energy, Geopolitical, inflation, productivity, technology, Venezuela	AI-driven capital spending remains a powerful force propelling company valuations higher over the past three years. AI adoption is proceeding rapidly with productivity gains helping offset wage pressures and containing inflation. The technology is displacing many jobs while reducing business costs, creating an almost ideal environment for stock prices. The capture of Nicolás Maduro represents a dramatic change in U.S. foreign policies under the Monroe-Trump Doctrine. This signals a more assertive approach to countering hostile regimes in the Western Hemisphere, with implications for Cuba, Iran, and China's strategic positioning in Latin America. Venezuela's leadership change may lower global oil prices and benefit energy companies and oilfield service providers. Oil prices are likely to decline further with positive economic consequences globally, boosting real household income and helping reduce inflation measures. Inflation has moderated meaningfully from its 2022 peak and while it remains above the Fed's target, pressures are expected to ease further into 2026. AI-driven productivity gains may help offset wage pressures, keeping inflation and interest rates relatively contained.		View
2025 Q4	Jan 20, 2026	Harding Loevner Global Equity	1.9%	12.7%	0700.HK, 1299.HK, 2308.TW, 300124.SZ, 300760.SZ, 4519.T, 6758.T, 6861.T, ABBV, ACN, ADBE, ALFA.ST, AME, AMZN, APH, ASML, ATCO-A.ST, ATD.TO, ATKR, AVGO, BKNG, CME, COMP.L, CSGP, D05.SI, DE, DHR, DPLM.L, EFX, ELV, EPI-A.ST, FN, GMAB, GOOGL, HDFCBANK.NS, HEI, HLN.L, HON, JNJ, META, MSFT, NFLX, NOC, NVDA, PGR, ROG.SW, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, TTD, TW, V, VRTX, WMMVY	AI, global, international, semiconductors, technology, value	AI represents a capital-expenditure regime with two distinct camps: hyperscalers investing in computing capacity and physical enablers of the buildout. The US market is more dependent on AI continuing to surprise to the upside due to richer valuations and concentrated exposure. Global semiconductor ecosystem enables AI buildout, spanning chip foundries, memory-chip makers, and equipment manufacturers. International markets are more heavily tilted toward this manufacturing and infrastructure provider segment. International markets trade at roughly half the multiples of US stocks, offering more attractive valuations. Non-US markets start from cheaper valuations and possess more diverse growth opportunities unrelated to AI.	GOOG	View
2025 Q4	Jan 14, 2026	Hardman Johnston Large Cap Equity	4.3%	0.0%	7269.T, AMZN, AZN, BDX, CCO.TO, CMCSA, EL, EW, GOOGL, HDB, ILMN, IQV, MA, META, MMC, PYPL, SCHW, SLB, SN, TMUS	AI, Genomics, growth, healthcare, large cap, Lithium, technology	AI remains an important driver for portfolio performance, with investments made years ago benefiting from the surge in AI spending. The manager sees AI as particularly relevant in healthcare where it can help achieve both innovation and efficiency while controlling healthcare spending growth. Albemarle is benefiting from a surge in lithium prices due to near-term production disruptions at competitors, improving outlook for global EV penetration, and investment in batteries as energy storage platforms for alternative energy supplies. Illumina, with almost 70% market share in gene sequencing, has weathered a storm of life science funding cuts and competitive entries. While challenges remain, they are well positioned to benefit from any acceleration in clinical and research spending in life sciences.	OLED AEIS ILMN ALB	View
2024 Q3	Sep 30, 2024	The Gabelli Dividend Growth Fund	5.0%	0.0%	AXP, C, CARR, NXPI, SLB	-			View
2025 Q1	Mar 31, 2025	Ariel Appreciation Fund	-6.9%	-6.9%	ADT, BIO, GS, KN, MAT, MIDD, NCLH, SLB	-			View
2022 Q4	Mar 22, 2023	Matrix Large Cap Value Strategy	0.0%	0.0%	AMZN, MS, SLB, TSN	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 21, 2026	Fund Letters	George Bolton	Schlumberger Limited	Energy	Oil & Gas Equipment & Services	Neutral	New York Stock Exchange	CapEx, Cyclicality, Oilfield, OPEC, Production, services, Supply, Upstream	View Pitch
Jan 8, 2026	Fund Letters	Tyler Hardt	Schlumberger Limited	Energy	Oil & Gas Equipment & Services	Bull	New York Stock Exchange	Cyclicals, energy, Offshore, Oilservices, valuation	View Pitch
Dec 6, 2025	Fund Letters	Julien Albertini	SLB N.V.	Energy	Oil & Gas Equipment & Services	Bull	NYSE	cashflow, energy, International, Offshore, services	View Pitch
Nov 29, 2025	Fund Letters	Charles K. Bobrinskoy	Schlumberger Limited	Energy	Oilfield Services	Bull	NYSE	CapEx, Digital, Drilling, energy, Margins, oilfield services, recovery	View Pitch
Aug 13, 2025	Seeking Alpha	Steven Fiorillo	Schlumberger Limited	Energy	Oil & Gas Equipment & Services	Bull	NYSE	—	View Pitch
Aug 7, 2025	Seeking Alpha	Hawkinvest	Schlumberger	Energy	Oil & Gas Equipment & Services	Bull	NYSE	—	View Pitch

BSD Shareholders of SLB

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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