Lakewood Capital Management’s Seadrill SDRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.8M	Sell	525,100 -121,000	-19%	-$3.18M	1.03%	29
2025 Q1	$16.2M	Buy	646,100 +143,100	+28%	+$3.58M	1.41%	22
2024 Q4	$19.6M	Buy	503,000 +84,000	+20%	+$3.27M	1.76%	21
2024 Q3	$16.7M	Buy	419,000 +136,000	+48%	+$5.4M	1.31%	23
2024 Q2	$14.6M	Buy	+283,000	New	+$14.6M	1.19%	25