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Patient Capital Management’s Seadrill SDRL Stock Holding History

Patient 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
Q2 		$73.9M Sell
1,953,355
-199,330
-9% -$9.28M 2.42% 18
2026
Q1 		$97.9M Buy
2,152,685
+98,888
+5% +$4.04M 3.58% 11
2025
Q4 		$71.1M Sell
2,053,797
-176,139
-8% -$5.49M 2.74% 17
2025
Q3 		$67.4M Buy
2,229,936
+387
+0% +$11.8K 2.7% 15
2025
Q2 		$58.5M Buy
2,229,549
+256,836
+13% +$6.06M 2.64% 17
2025
Q1 		$49.3M Buy
1,972,713
+295,936
+18% +$9.16M 2.54% 18
2024
Q4 		$65.3M Buy
1,676,777
+651,132
+63% +$25.2M 3.01% 15
2024
Q3 		$40.8M Buy
1,025,645
+118,048
+13% +$5.43M 2% 26
2024
Q2 		$46.7M Buy
907,597
+7,291
+0.8% +$369K 2.48% 20
2024
Q1 		$45.3M Buy
900,306
+237,732
+36% +$10.8M 2.2% 24
2023
Q4 		$31.3M Buy
+662,574
New +$28.1M 1.66% 30

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
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
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Patient Capital Management's SDRL Position: Q2 2026 in Review

Patient Capital Management reduced its Seadrill (SDRL) stake by 9.3% in Q2 2026, selling an estimated $9.28M and leaving 1,953,355 shares worth $73.9M. The position accounts for 2.42% of the portfolio, ranked #18.

Patient Capital Management first reported a position in SDRL in Q4 2023 and has held it in 11 quarters since. The position peaked at $97.9M in Q1 2026. 238 funds tracked by Wall St. Rank hold SDRL as of Q2 2026.

  • Patient Capital Management held 1,953,355 shares of Seadrill worth $73.9M as of Q2 2026.
  • Patient Capital Management sold 199,330 Seadrill shares in Q2 2026, an estimated $9.28M.
  • Seadrill made up 2.42% of Patient Capital Management's portfolio in Q2 2026, its #18 holding.
  • Patient Capital Management first reported a position in Seadrill in Q4 2023 and has held it in 11 quarters since.
  • Patient Capital Management's Seadrill position peaked at $97.9M in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Seadrill as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.