Packer & Co Ltd

Position in RIG — Transocean Ltd.

CIK 1664017 COTTESLOE, C3

Position in RIG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$9,315,150

New position

Shares Held

1,405,000

first reported quarter

Ownership

0.126%

of shares outstanding

% of Portfolio

4.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Packer & Co Ltd holds $82,383,460 across 4 Oil & Gas Drilling names. RIG ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SDRL	SEADRILL Ltd	613,080	$27,895,140
2	NE	Noble Corp plc	515,000	$25,271,050
3	VAL	Valaris Ltd	203,000	$19,902,120
4	RIG	Transocean Ltd. This page	1,405,000	$9,315,150

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,315,150	1,405,000	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.