Lloyd Harbor Capital Management’s Seadrill SDRL Stock Holding History

Lloyd Harbor Capital Management’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 Q1	–	Sell	-220,000	Closed	-$7.61M	–	33
2025 Q4	$7.61M	Sell	220,000 -55,000	-20%	-$1.71M	3.67%	13
2025 Q3	$8.31M	Buy	275,000 +110,000	+67%	+$3.35M	3.24%	14
2025 Q2	$4.33M	Buy	165,000 +15,000	+10%	+$354K	2.84%	13
2025 Q1	$3.75M	Sell	150,000 -50,000	-25%	-$1.55M	2.75%	17
2024 Q4	$7.79M	Buy	+200,000	New	+$7.76M	5.1%	7
2024 Q1	–	Sell	-161,900	Closed	-$7.65M	–	20
2023 Q4	$7.65M	Sell	161,900 -20,000	-11%	-$848K	4.59%	11
2023 Q3	$8.15M	Hold	181,900	–	–	3.12%	11
2023 Q2	$7.51M	Buy	+181,900	New	+$6.76M	3.92%	9

Other funds holding SDRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lloyd Harbor Capital Management's SDRL Position: Q1 2026 in Review

Lloyd Harbor Capital Management sold out of Seadrill (SDRL) in Q1 2026, closing a stake of 220,000 shares — an estimated $7.61M sold.

Lloyd Harbor Capital Management first reported a position in SDRL in Q2 2023 and held it in 8 quarters. The position peaked at $8.31M in Q3 2025. 244 funds tracked by Wall St. Rank hold SDRL as of Q1 2026.

Lloyd Harbor Capital Management reported no remaining Seadrill position as of Q1 2026 after selling out during the quarter.
Lloyd Harbor Capital Management sold 220,000 Seadrill shares in Q1 2026, an estimated $7.61M.
Lloyd Harbor Capital Management first reported a position in Seadrill in Q2 2023 and held it in 8 quarters.
Lloyd Harbor Capital Management's Seadrill position peaked at $8.31M in Q3 2025.
244 funds tracked by Wall St. Rank held Seadrill as of Q1 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q1 2026, filed 15 May 2026.