MCM
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Moerus Capital Management’s Valaris VAL Stock Holding History

Moerus Capital Management’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.5M Sell
463,985
-143,912
-24% -$11.2M 16.8% 1
2025
Q4 		$30.6M Sell
607,897
-100,117
-14% -$5.37M 13.21% 4
2025
Q3 		$34.5M Buy
708,014
+313
+0% +$15.3K 14.03% 4
2025
Q2 		$29.8M Buy
707,701
+241,222
+52% +$9.07M 12.72% 5
2025
Q1 		$18.3M Buy
+466,479
New +$20M 8.19% 6

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Moerus Capital Management's VAL Position: Q1 2026 in Review

Moerus Capital Management reduced its Valaris (VAL) stake by 24% in Q1 2026, selling an estimated $11.2M and leaving 463,985 shares worth $45.5M. The position accounts for 16.8% of the portfolio, ranked #1.

Moerus Capital Management first reported a position in VAL in Q1 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Moerus Capital Management held 463,985 shares of Valaris worth $45.5M as of Q1 2026.
  • Moerus Capital Management sold 143,912 Valaris shares in Q1 2026, an estimated $11.2M.
  • Valaris made up 16.8% of Moerus Capital Management's portfolio in Q1 2026, its #1 holding.
  • Moerus Capital Management first reported a position in Valaris in Q1 2025 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Moerus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.