TCM
Thomist Capital Management’s Seadrill SDRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Sell |
1,273,094
-338,731
| -21% | -$8.83M | 12.33% | 1 |
|
|
2025
Q1 | $40.7M | Buy |
1,611,825
+911,377
| +130% | +$23M | 16.03% | 1 |
|
|
2024
Q4 | $26.9M | Buy |
700,448
+264,828
| +61% | +$10.2M | 6.98% | 3 |
|
|
2024
Q3 | $17.6M | Buy |
+435,620
| New | +$17.6M | 3.45% | 5 |
|