SIR Capital Management, L.P.

Position in SDRL — SEADRILL Ltd

CIK 1434997 NEW YORK, NY

Position in SDRL

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

Position Value

$9,869,923

-$3,861,931 QoQ

Shares Held

260,971

-13.5% QoQ

Ownership

0.417%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#43

of 237 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SIR Capital Management, L.P. holds $19,956,538 across 3 Oil & Gas Drilling names. SDRL ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SDRL	SEADRILL Ltd This page	260,971	$9,869,923
2	PDS	PRECISION DRILLING Corp	113,178	$8,676,225
3	SOC	Sable Offshore Corp.	457,919	$1,410,390

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,869,923	260,971	-13.5%	Shares	Sole	2026-08-14
2026-03-31	$13,731,854	301,799	+95.7%	Shares	Sole	2026-05-15
2025-12-31	$5,335,285	154,199	-59.2%	Shares	Sole	2026-02-13
2025-09-30	$11,408,715	377,647	+804.1%	Shares	Sole	2025-11-14
2025-06-30	$1,096,462	41,770	-34.4%	Shares	Sole	2025-08-12
2025-03-31	$1,591,150	63,646	-78.1%	Shares	Sole	2025-05-15
2024-12-31	$11,317,690	290,719	+139.5%	Shares	Sole	2025-02-14
2024-06-30	$6,252,409	121,406	+784.0%	Shares	Sole	2024-08-07
2024-03-31	$690,769	13,733	-89.5%	Shares	Sole	2024-05-15
2023-12-31	$6,193,207	130,990	+9.6%	Shares	Sole	2024-02-14
2023-09-30	$5,354,689	119,551	+179.9%	Shares	Sole	2023-11-14
2023-06-30	$1,762,559	42,708	+133.6%	Shares	Sole	2023-08-11
2023-03-31	$734,124	18,280	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.