Nokomis Capital’s Seadrill SDRL Stock Holding History

Nokomis Capital’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	-124,431	Closed	-$4.31M	–	66
2025 Q4	$4.31M	Sell	124,431 -157,735	-56%	-$4.91M	1.02%	32
2025 Q3	$8.52M	Sell	282,166 -237,836	-46%	-$7.24M	2.27%	14
2025 Q2	$13.7M	Sell	520,002 -43,703	-8%	-$1.03M	4.53%	4
2025 Q1	$14.1M	Buy	563,705 +288,639	+105%	+$8.94M	5.01%	4
2024 Q4	$10.7M	Buy	275,066 +25,762	+10%	+$999K	3.82%	8
2024 Q3	$9.91M	Buy	249,304 +4,920	+2%	+$226K	3.37%	10
2024 Q2	$12.6M	Sell	244,384 -19,000	-7%	-$962K	4.48%	6
2024 Q1	$13.2M	Buy	263,384 +259,659	+6,971%	+$11.8M	4.42%	8
2023 Q4	$175K	Sell	3,725 -2,037	-35%	-$86.4K	0.05%	44
2023 Q3	$261K	Sell	5,762 -81,293	-93%	-$3.78M	0.09%	48
2023 Q2	$3.59M	Buy	+87,055	New	+$3.23M	1.21%	24

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

GRA

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

PCM

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

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

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

Nokomis Capital's SDRL Position: Q1 2026 in Review

Nokomis Capital sold out of Seadrill (SDRL) in Q1 2026, closing a stake of 124,431 shares — an estimated $4.31M sold.

Nokomis Capital first reported a position in SDRL in Q2 2023 and held it in 11 quarters. The position peaked at $14.1M in Q1 2025. 245 funds tracked by Wall St. Rank hold SDRL as of Q1 2026.

Nokomis Capital reported no remaining Seadrill position as of Q1 2026 after selling out during the quarter.
Nokomis Capital sold 124,431 Seadrill shares in Q1 2026, an estimated $4.31M.
Nokomis Capital first reported a position in Seadrill in Q2 2023 and held it in 11 quarters.
Nokomis Capital's Seadrill position peaked at $14.1M in Q1 2025.
245 funds tracked by Wall St. Rank held Seadrill as of Q1 2026.

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