13F Portfolios

HARRIS ASSOCIATES L P — TARGA RES CORP TRGP: Quarterly 13F Position History

HARRIS ASSOCIATES L P has reported TARGA RES CORP (TRGP) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 8,723,203 shares ($2.19B market value, 2.92% of the equity book). Quarter-over-quarter share count change: 1,006,722 (-10.3%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 8,723,203 1,006,722 -10.3% $2.19B 2.92% $250.73
Q4 2025 9,729,925 +5,574,911 +134.2% $1.80B 2.28% $184.50
Q3 2025 4,155,014 +3,894,904 +1497.4% $696.1M 1.12% $167.54
Q2 2025 260,110 +188,010 +260.8% $45.3M 0.07% $174.08
Q1 2025 72,100 $14.5M 0.02% $200.47

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did HARRIS ASSOCIATES L P first disclose a TRGP position in 13F-HR filings?

HARRIS ASSOCIATES L P first reported TARGA RES CORP (TRGP) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was HARRIS ASSOCIATES L P's most recent quarter-over-quarter share-count change in TRGP?

Between Q4 2025 and Q1 2026, HARRIS ASSOCIATES L P reduced its TRGP position by 1,006,722 shares (-10.3%), leaving 8,723,203 shares at a market value of $2.19B.

Does the implied price-per-share represent HARRIS ASSOCIATES L P's cost basis in TRGP?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.