GRA
Goehring & Rozencwajg Associates’s Seadrill SDRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2M | Buy |
1,684,001
+483,800
| +40% | +$12.7M | 6.76% | 4 |
|
|
2025
Q1 | $30.1M | Buy |
1,200,201
+723,827
| +152% | +$18.2M | 5.46% | 7 |
|
|
2024
Q4 | $17.4M | Sell |
476,374
-10,328
| -2% | -$378K | 3.58% | 7 |
|
|
2024
Q3 | $19.3M | Buy |
486,702
+24,348
| +5% | +$968K | 3.94% | 7 |
|
|
2024
Q2 | $23.8M | Buy |
462,354
+303,100
| +190% | +$15.6M | 4.73% | 4 |
|
|
2024
Q1 | $8.01M | Buy |
159,254
+9,559
| +6% | +$481K | 1.74% | 25 |
|
|
2023
Q4 | $7.08M | Buy |
149,695
+4,730
| +3% | +$224K | 1.71% | 25 |
|
|
2023
Q3 | $6.49M | Buy |
144,965
+5,725
| +4% | +$256K | 1.59% | 26 |
|
|
2023
Q2 | $5.75M | Buy |
+139,240
| New | +$5.75M | 1.65% | 22 |
|