Condire Management, LP

Position in SDRL — SEADRILL Ltd

CIK 1847739 DALLAS, TX

Position in SDRL

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

Position Value

$48,408,389

-$9,830,155 QoQ

Shares Held

1,279,968

0.0% QoQ

Ownership

2.05%

of shares outstanding

% of Portfolio

5.32%

of 13F equity value

Holder Rank

#15

of 237 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Condire Management, LP holds $125,873,315 across 2 Oil & Gas Drilling names. SDRL ranks #2 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VAL	Valaris Ltd	1,067,010	$77,464,926
2	SDRL	SEADRILL Ltd This page	1,279,968	$48,408,389

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,408,389	1,279,968	0.0%	Shares	Sole	2026-08-14
2026-03-31	$58,238,544	1,279,968	0.0%	Shares	Sole	2026-05-15
2025-12-31	$44,286,892	1,279,968	0.0%	Shares	Sole	2026-02-17
2025-09-30	$38,667,833	1,279,968	0.0%	Shares	Sole	2025-11-14
2025-06-30	$33,599,160	1,279,968	-58.3%	Shares	Sole	2025-08-14
2025-03-31	$76,767,575	3,070,703	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$118,332,211	3,039,615	+18.2%	Shares	Sole	2025-02-14
2024-09-30	$102,210,962	2,571,992	+11.6%	Shares	Sole	2024-11-14
2024-06-30	$118,677,578	2,304,419	0.0%	Shares	Sole	2024-08-14
2024-03-31	$115,912,275	2,304,419	+18.6%	Shares	Sole	2024-05-15
2023-12-31	$91,845,891	1,942,595	+34.3%	Shares	Sole	2024-02-15
2023-09-30	$64,778,881	1,446,280	+1.8%	Shares	Sole	2023-11-15
2023-06-30	$58,656,225	1,421,280	0.0%	Shares	Sole	2023-08-14
2023-03-31	$57,078,604	1,421,280	+11.8%	Shares	Sole	2023-05-15
2022-12-31	$41,494,579	1,271,280	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.