Orvieto Partners’s Seadrill SDRL Stock Holding History

Orvieto Partners’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	$946K	Sell	25,000 -30,000	-55%	-$1.4M	0.62%	35
2026 Q1	$2.5M	Sell	55,000 -44,500	-45%	-$1.82M	2.14%	19
2025 Q4	$3.44M	Sell	99,500 -45,000	-31%	-$1.4M	2.78%	13
2025 Q3	$4.37M	Sell	144,500 -35,000	-19%	-$1.07M	3.63%	10
2025 Q2	$4.71M	Buy	179,500 +25,100	+16%	+$592K	4.19%	10
2025 Q1	$3.86M	Buy	154,400 +34,400	+29%	+$1.07M	3.39%	11
2024 Q4	$4.67M	Buy	+120,000	New	+$4.65M	3.94%	10

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

Orvieto Partners's SDRL Position: Q2 2026 in Review

Orvieto Partners reduced its Seadrill (SDRL) stake by 55% in Q2 2026, selling an estimated $1.4M and leaving 25,000 shares worth $946K. The position accounts for 0.62% of the portfolio, ranked #35.

Orvieto Partners first reported a position in SDRL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.71M in Q2 2025. 238 funds tracked by Wall St. Rank hold SDRL as of Q2 2026.

Orvieto Partners held 25,000 shares of Seadrill worth $946K as of Q2 2026.
Orvieto Partners sold 30,000 Seadrill shares in Q2 2026, an estimated $1.4M.
Seadrill made up 0.62% of Orvieto Partners's portfolio in Q2 2026, its #35 holding.
Orvieto Partners first reported a position in Seadrill in Q4 2024 and has held it in 7 quarters since.
Orvieto Partners's Seadrill position peaked at $4.71M in Q2 2025.
238 funds tracked by Wall St. Rank held Seadrill as of Q2 2026.

Based on Orvieto Partners's 13F filing for Q2 2026, filed 13 Aug 2026.