SDRL position history
The shares of Seadrill 2021 (SDRL) that Patient Capital Management, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q4: 662,574 shares, $31M, 1.7% of portfolio, New
- 2024 Q1: 900,306 shares, $45M, 2.2% of portfolio, Add +35.9%
- 2024 Q2: 907,597 shares, $47M, 2.5% of portfolio, Add +0.8%
- 2024 Q3: 1,025,645 shares, $41M, 2.0% of portfolio, Add +13.0%
- 2024 Q4: 1,676,777 shares, $65M, 3.0% of portfolio, Add +63.5%
- 2025 Q1: 1,972,713 shares, $49M, 2.5% of portfolio, Add +17.6%
- 2025 Q2: 2,229,549 shares, $59M, 2.6% of portfolio, Add +13.0%
- 2025 Q3: 2,229,936 shares, $67M, 2.7% of portfolio, Add 0.0%
- 2025 Q4: 2,053,797 shares, $71M, 2.7% of portfolio, Reduce −7.9%
- 2026 Q1: 2,152,685 shares, $98M, 3.6% of portfolio, Add +4.8%
- 2026 Q2: 1,953,355 shares, $74M, 2.4% of portfolio, Reduce −9.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|