Third Point’s Seadrill SDRL Stock Holding History

Third Point’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
2025 Q2	–	Sell	-1,025,000	Closed	-$25.6M	–	58
2025 Q1	$25.6M	Hold	1,025,000	–	–	0.39%	36
2024 Q4	$39.9M	Buy	+1,025,000	New	+$39.7M	0.54%	32

Other funds holding SDRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Third Point's SDRL Position: Q2 2025 in Review

Third Point sold out of Seadrill (SDRL) in Q2 2025, closing a stake of 1,025,000 shares — an estimated $25.6M sold.

Third Point first reported a position in SDRL in Q4 2024 and held it in 2 quarters. The position peaked at $39.9M in Q4 2024. 186 funds tracked by Wall St. Rank hold SDRL as of Q2 2025.

Third Point reported no remaining Seadrill position as of Q2 2025 after selling out during the quarter.
Third Point sold 1,025,000 Seadrill shares in Q2 2025, an estimated $25.6M.
Third Point first reported a position in Seadrill in Q4 2024 and held it in 2 quarters.
Third Point's Seadrill position peaked at $39.9M in Q4 2024.
186 funds tracked by Wall St. Rank held Seadrill as of Q2 2025.

Based on Third Point's 13F filing for Q2 2025, filed 14 Aug 2025.