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Carmignac Gestion: SFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmignac Gestion on SFM, newest first. How the timeline and the estimate are built.

Carmignac Gestion held 375,200 SFM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,200 shares
    Change vs previous 13F -323,270 shares

    0.41% of the 13F portfolio, value $31,734,416.

    13F-HR 0000945621-26-001046 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 698,470 shares
    Change vs previous 13F +168,470 shares

    0.83% of the 13F portfolio, value $53,872,991.

    13F-HR 0000945621-26-000828 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 530,000 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $42,225,100.

    13F-HR 0000945621-26-000299 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).