Patient Capital Management’s Seadrill SDRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.5M Buy
2,229,549
+256,836
+13% +$6.74M 2.64% 17
2025
Q1
$49.3M Buy
1,972,713
+295,936
+18% +$7.4M 2.54% 18
2024
Q4
$65.3M Buy
1,676,777
+651,132
+63% +$25.3M 3.01% 15
2024
Q3
$40.8M Buy
1,025,645
+118,048
+13% +$4.69M 2% 26
2024
Q2
$46.7M Buy
907,597
+7,291
+0.8% +$375K 2.48% 20
2024
Q1
$45.3M Buy
900,306
+237,732
+36% +$12M 2.2% 24
2023
Q4
$31.3M Buy
+662,574
New +$31.3M 1.66% 30