Position in SDRL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$73,875,886
-$24,071,281 QoQ
Shares Held
1,953,355
-9.3% QoQ
Ownership
3.12%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#8
of 237 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SDRL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Patient Capital Management, LLC holds $77,605,886 across 2 Oil & Gas Drilling names. SDRL ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SDRL |
SEADRILL Ltd
This page
|
1,953,355 | $73,875,886 | |
| 2 | NE |
Noble Corp plc
|
100,000 | $3,730,000 |
All Filings in SDRL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,875,886 | 1,953,355 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $97,947,167 | 2,152,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $71,061,376 | 2,053,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,366,366 | 2,229,936 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $58,525,661 | 2,229,549 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $49,317,825 | 1,972,713 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $65,276,928 | 1,676,777 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,759,132 | 1,025,645 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,741,245 | 907,597 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,285,391 | 900,306 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,326,498 | 662,574 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||