Follow-The-Filings

Security

RIG

Transocean Ltd · REG SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 new max 32.0% (Mohnish Pabrai - Dalal St...)

owners 15
max % 32.0%
tracked value $1.4B
qoq N 2 A 6 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Mohnish Pabrai - Dalal Street, LLC 2026 Q1 32.0% Reduce +4.19 pp 20,392,672 $135M hist
Paul Singer - Elliott Investment Management L.P. 2026 Q1 0.5% New 0.5% 15,626,834 $104M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.12 pp 39,262,599 $260M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.14 pp 24,235,919 $100M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.11 pp 16,043,764 $106M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.04 pp 5,406,425 $36M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.0% 27,743 $184M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.03 pp 3,134,728 $21M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 2,510,772 $17M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 1,108,908 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 97,006,263 $401M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 4,691,515 $31M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 3,276,216 $22M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 418,431 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 3,514,711 $23M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.83B $3.52B $3.96B
Gross profit * $846M $1.32B $1.56B
Gross margin * 29.9% 37.6% 39.3%
Net income -$954M -$512M -$2.92B
Net margin * -33.7% -14.5% -73.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.13B $2.45B $2.08B
Total non-current assets * $18.13B $16.92B $13.56B
Total assets $20.25B $19.37B $15.64B
Total current liabilities $1.4B $1.66B $1.34B
Total non-current liabilities $8.44B $7.42B $6.2B
Total equity $10.42B $10.28B $8.11B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $164M $447M $749M
Cash from investing -$423M -$151M -$33M
Cash from financing $263M -$350M -$660M
Net change in cash $4M -$54M $56M

ownership over time

filing count by report period · click a bar for that quarter’s holders