Mountain Lake Investment Management LLC

Position in SDRL — SEADRILL Ltd

CIK 1308555 SAN FRANCISCO, CA

Position in SDRL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,382,510

-$974,936 QoQ

Shares Held

36,555

-29.4% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#108

of 238 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Mountain Lake Investment Management LLC holds $10,811,321 across 3 Oil & Gas Drilling names. SDRL ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NE	Noble Corp plc	149,036	$5,559,042
2	HP	Helmerich & Payne, Inc.	118,197	$3,869,769
3	SDRL	SEADRILL Ltd This page	36,555	$1,382,510

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,382,510	36,555	-29.4%	Shares	Sole	2026-08-14
2026-03-31	$2,357,446	51,812	-59.4%	Shares	Sole	2026-05-15
2025-12-31	$4,410,219	127,463	-12.4%	Shares	Sole	2026-02-17
2025-09-30	$4,393,621	145,436	-39.6%	Shares	Sole	2025-11-14
2025-06-30	$6,325,200	240,960	+21.9%	Shares	Sole	2025-08-14
2025-03-31	$4,940,975	197,639	+27.8%	Shares	Sole	2025-05-15
2024-12-31	$6,022,471	154,700	-3.3%	Shares	Sole	2025-01-30
2024-09-30	$6,358,400	160,000	+3.2%	Shares	Sole	2024-11-14
2024-06-30	$7,982,500	155,000	-4.9%	Shares	Sole	2024-08-14
2024-03-31	$8,198,900	163,000	-13.4%	Shares	Sole	2024-05-15
2023-12-31	$8,902,824	188,300	-4.9%	Shares	Sole	2024-02-14
2023-09-30	$8,865,329	197,931	-6.5%	Shares	Sole	2023-11-14
2023-06-30	$8,740,986	211,800	+24.6%	Shares	Sole	2023-08-14
2023-03-31	$6,827,200	170,000	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.