Position in SDRL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$99,718,708
-$11,736,499 QoQ
Shares Held
2,636,666
+7.6% QoQ
Ownership
4.22%
of shares outstanding
% of Portfolio
5.74%
of 13F equity value
Holder Rank
#5
of 237 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SDRL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $285,725,101 across 4 Oil & Gas Drilling names. SDRL ranks #2 (34.9% of the industry book) .
All Filings in SDRL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,718,708 | 2,636,666 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $111,455,207 | 2,449,565 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $66,420,962 | 1,919,681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,209,393 | 1,695,114 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $44,205,026 | 1,684,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,005,025 | 1,200,201 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $18,545,239 | 476,374 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,341,537 | 486,702 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,811,231 | 462,354 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,010,476 | 159,254 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,077,579 | 149,695 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,492,982 | 144,965 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,746,434 | 139,240 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||