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Yaupon Capital Management’s Seadrill SDRL Stock Holding History

Yaupon 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
2025
Q4 		– Sell
-517,848
Closed -$15.6M – 145
2025
Q3 		$15.6M Buy
+517,848
New +$15.8M 0.6% 57
2025
Q1 		– Sell
-541,250
Closed -$21.1M – 131
2024
Q4 		$21.1M Buy
541,250
+240,901
+80% +$9.34M 0.87% 42
2024
Q3 		$11.9M Buy
300,349
+180,612
+151% +$8.31M 0.65% 54
2024
Q2 		$6.17M Buy
+119,737
New +$6.06M 0.31% 77

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return

Yaupon Capital Management's SDRL Position: Q4 2025 in Review

Yaupon Capital Management sold out of Seadrill (SDRL) in Q4 2025, closing a stake of 517,848 shares — an estimated $15.6M sold.

Yaupon Capital Management first reported a position in SDRL in Q2 2024 and held it in 4 quarters. The position peaked at $21.1M in Q4 2024. 201 funds tracked by Wall St. Rank hold SDRL as of Q4 2025.

  • Yaupon Capital Management reported no remaining Seadrill position as of Q4 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 517,848 Seadrill shares in Q4 2025, an estimated $15.6M.
  • Yaupon Capital Management first reported a position in Seadrill in Q2 2024 and held it in 4 quarters.
  • Yaupon Capital Management's Seadrill position peaked at $21.1M in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Seadrill as of Q4 2025.

Based on Yaupon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.