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SIR Capital Management’s Seadrill SDRL Stock Holding History

SIR 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
Q1 		$13.7M Buy
301,799
+147,600
+96% +$6.03M 1.28% 25
2025
Q4 		$5.34M Sell
154,199
-223,448
-59% -$6.96M 0.59% 49
2025
Q3 		$11.4M Buy
377,647
+335,877
+804% +$10.2M 1.02% 34
2025
Q2 		$1.1M Sell
41,770
-21,876
-34% -$516K 0.1% 82
2025
Q1 		$1.59M Sell
63,646
-227,073
-78% -$7.03M 0.14% 62
2024
Q4 		$11.3M Buy
+290,719
New +$11.3M 1.17% 34
2024
Q3 		– Sell
-121,406
Closed -$6.25M – 83
2024
Q2 		$6.25M Buy
121,406
+107,673
+784% +$5.45M 0.62% 53
2024
Q1 		$691K Sell
13,733
-117,257
-90% -$5.33M 0.07% 67
2023
Q4 		$6.19M Buy
130,990
+11,439
+10% +$485K 0.63% 43
2023
Q3 		$5.35M Buy
119,551
+76,843
+180% +$3.58M 0.64% 46
2023
Q2 		$1.76M Buy
42,708
+24,428
+134% +$907K 0.19% 62
2023
Q1 		$734K Buy
+18,280
New +$716K 0.08% 60

Other funds holding SDRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIR Capital Management's SDRL Position: Q1 2026 in Review

SIR Capital Management increased its Seadrill (SDRL) stake by 96% in Q1 2026, buying an estimated $6.03M and bringing the position to 301,799 shares worth $13.7M. The position accounts for 1.28% of the portfolio, ranked #25.

SIR Capital Management first reported a position in SDRL in Q1 2023 and has held it in 12 quarters since. 244 funds tracked by Wall St. Rank hold SDRL as of Q1 2026.

  • SIR Capital Management held 301,799 shares of Seadrill worth $13.7M as of Q1 2026.
  • SIR Capital Management bought 147,600 Seadrill shares in Q1 2026, an estimated $6.03M.
  • Seadrill made up 1.28% of SIR Capital Management's portfolio in Q1 2026, its #25 holding.
  • SIR Capital Management first reported a position in Seadrill in Q1 2023 and has held it in 12 quarters since.
  • 244 funds tracked by Wall St. Rank held Seadrill as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.