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Thomist Capital Management’s Seadrill SDRL Stock Holding History

Thomist 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 		– Sell
-1,835,718
Closed -$63.4M – 91
2025
Q4 		$63.4M Buy
1,835,718
+566,419
+45% +$17.6M 13.46% 1
2025
Q3 		$38.7M Sell
1,269,299
-3,795
-0.3% -$116K 7.65% 3
2025
Q2 		$33.2M Sell
1,273,094
-338,731
-21% -$7.99M 12.33% 2
2025
Q1 		$40.7M Buy
1,611,825
+911,377
+130% +$28.2M 16.03% 1
2024
Q4 		$26.9M Buy
700,448
+264,828
+61% +$10.3M 6.98% 4
2024
Q3 		$17.6M Buy
+435,620
New +$20M 3.45% 6

Other funds holding SDRL

BlackRock
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Thomist Capital Management sold out of Seadrill (SDRL) in Q1 2026, closing a stake of 1,835,718 shares — an estimated $63.4M sold.

Thomist Capital Management first reported a position in SDRL in Q3 2024 and held it in 6 quarters. The position peaked at $63.4M in Q4 2025. 245 funds tracked by Wall St. Rank hold SDRL as of Q1 2026.

  • Thomist Capital Management reported no remaining Seadrill position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 1,835,718 Seadrill shares in Q1 2026, an estimated $63.4M.
  • Thomist Capital Management first reported a position in Seadrill in Q3 2024 and held it in 6 quarters.
  • Thomist Capital Management's Seadrill position peaked at $63.4M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Seadrill as of Q1 2026.

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