Jeff Yass’s Seadrill SDRL Stock Holding History

Jeff Yass’s Portfolio SDRL Stock Details SDRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Sell	5,600 -6,300	-53%	-$293K	﹤0.01%	11819
2026 Q1	$541K	Buy	+11,900	New	+$486K	﹤0.01%	9455
2025 Q4	–	Sell	-21,500	Closed	-$650K	–	13477
2025 Q3	$650K	Sell	21,500 -274,200	-93%	-$8.35M	﹤0.01%	8378
2025 Q2	$7.76M	Buy	295,700 +44,100	+18%	+$1.04M	﹤0.01%	3216
2025 Q1	$6.29M	Buy	251,600 +188,300	+297%	+$5.83M	﹤0.01%	3222
2024 Q4	$2.46M	Buy	63,300 +29,200	+86%	+$1.13M	﹤0.01%	4844
2024 Q3	$1.36M	Sell	34,100 -13,600	-29%	-$626K	﹤0.01%	6141
2024 Q2	$2.46M	Sell	47,700 -72,700	-60%	-$3.68M	﹤0.01%	4687
2024 Q1	$6.06M	Sell	120,400 -13,900	-10%	-$631K	﹤0.01%	3328
2023 Q4	$6.35M	Buy	134,300 +104,000	+343%	+$4.41M	﹤0.01%	3319
2023 Q3	$1.36M	Buy	30,300 +18,000	+146%	+$838K	﹤0.01%	5940
2023 Q2	$508K	Sell	12,300 -500	-4%	-$18.6K	﹤0.01%	8274
2023 Q1	$514K	Buy	+12,800	New	+$502K	﹤0.01%	8499

Other funds holding SDRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jeff Yass's SDRL Position: Q2 2026 in Review

Jeff Yass reduced its Seadrill (SDRL) stake by 82% in Q2 2026, selling an estimated $1.64M and leaving 7,529 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #11164.

Jeff Yass first reported a position in SDRL in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.13M in Q3 2024. 237 funds tracked by Wall St. Rank hold SDRL as of Q2 2026.

Jeff Yass held 7,529 shares of Seadrill worth $285K as of Q2 2026.
Jeff Yass sold 35,269 Seadrill shares in Q2 2026, an estimated $1.64M.
Seadrill made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11164 holding.
Jeff Yass first reported a position in Seadrill in Q1 2023 and has held it in 14 quarters since.
Jeff Yass's Seadrill position peaked at $9.13M in Q3 2024.
237 funds tracked by Wall St. Rank held Seadrill as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.