Sagefield Capital’s Seadrill SDRL Stock Holding History

Sagefield 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 Q2	$32.4M	Buy	856,540 +25,185	+3%	+$1.17M	2.4%	10
2026 Q1	$37.8M	Sell	831,355 -89,920	-10%	-$3.67M	2.72%	8
2025 Q4	$31.9M	Buy	921,275 +159,789	+21%	+$4.98M	2.7%	8
2025 Q3	$23M	Buy	761,486 +91,114	+14%	+$2.78M	2.57%	10
2025 Q2	$17.6M	Buy	670,372 +376,575	+128%	+$8.89M	2.46%	10
2025 Q1	$7.34M	Buy	293,797 +70,004	+31%	+$2.17M	0.89%	33
2024 Q4	$8.71M	Buy	223,793 +56,584	+34%	+$2.19M	0.95%	31
2024 Q3	$6.64M	Sell	167,209 -188,184	-53%	-$8.66M	0.72%	41
2024 Q2	$18.3M	Buy	355,393 +85,623	+32%	+$4.33M	1.93%	15
2024 Q1	$13.6M	Buy	269,770 +83,440	+45%	+$3.79M	1.66%	19
2023 Q4	$8.81M	Buy	186,330 +74,206	+66%	+$3.15M	1.14%	23
2023 Q3	$5.02M	Buy	+112,124	New	+$5.22M	0.71%	36

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

Sagefield Capital's SDRL Position: Q2 2026 in Review

Sagefield Capital increased its Seadrill (SDRL) stake by 3% in Q2 2026, buying an estimated $1.17M and bringing the position to 856,540 shares worth $32.4M. The position accounts for 2.4% of the portfolio, ranked #10.

Sagefield Capital first reported a position in SDRL in Q3 2023 and has held it in 12 quarters since. The position peaked at $37.8M in Q1 2026. 238 funds tracked by Wall St. Rank hold SDRL as of Q2 2026.

Sagefield Capital held 856,540 shares of Seadrill worth $32.4M as of Q2 2026.
Sagefield Capital bought 25,185 Seadrill shares in Q2 2026, an estimated $1.17M.
Seadrill made up 2.4% of Sagefield Capital's portfolio in Q2 2026, its #10 holding.
Sagefield Capital first reported a position in Seadrill in Q3 2023 and has held it in 12 quarters since.
Sagefield Capital's Seadrill position peaked at $37.8M in Q1 2026.
238 funds tracked by Wall St. Rank held Seadrill as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.