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Packer & Co’s Seadrill SDRL Stock Holding History

Packer & Co’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 		$27.9M Buy
613,080
+366,000
+148% +$14.9M 10.43% 4
2025
Q4 		$8.55M Sell
247,080
-203,000
-45% -$6.32M 2.28% 10
2025
Q3 		$17.4M Buy
+450,080
New +$13.7M 4.8% 7
2025
Q1 		$6.18M Hold
247,080
– – 1.88% 10
2024
Q4 		$9.62M Buy
+247,080
New +$9.58M 3.07% 5

Other funds holding SDRL

BlackRock
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Packer & Co's SDRL Position: Q1 2026 in Review

Packer & Co increased its Seadrill (SDRL) stake by 148% in Q1 2026, buying an estimated $14.9M and bringing the position to 613,080 shares worth $27.9M. The position accounts for 10.43% of the portfolio, ranked #4.

Packer & Co first reported a position in SDRL in Q4 2024 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold SDRL as of Q1 2026.

  • Packer & Co held 613,080 shares of Seadrill worth $27.9M as of Q1 2026.
  • Packer & Co bought 366,000 Seadrill shares in Q1 2026, an estimated $14.9M.
  • Seadrill made up 10.43% of Packer & Co's portfolio in Q1 2026, its #4 holding.
  • Packer & Co first reported a position in Seadrill in Q4 2024 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Seadrill as of Q1 2026.

Based on Packer & Co's 13F filing for Q1 2026, filed 13 May 2026.