Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Seadrill Ltd (SDRL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,152,685 3.65 Add 4.81% 0.17 $45.50 $97,947,187 SEC
2025   Q4 2,053,797 2.74 Reduce 7.90% 0.21 $34.60 $71,061,362 SEC
2025   Q3 2,229,936 2.70 Add 0.02% <0.01 $30.21 $67,366,360 SEC
2025   Q2 2,229,549 2.64 Add 13.02% 0.30 $26.25 $58,525,650 SEC
2025   Q1 1,972,713 2.54 Add 17.65% 0.38 $25.00 $49,317,826 SEC
2024   Q4 1,676,777 3.01 Add 63.49% 1.17 $38.93 $65,276,913 SEC
2024   Q3 1,025,645 2.00 Add 13.01% 0.23 $39.74 $40,759,122 SEC
2024   Q2 907,597 2.48 Add 0.81% 0.02 $51.50 $46,741,260 SEC
2024   Q1 900,306 2.20 Add 35.88% 0.58 $50.30 $45,285,387 SEC
2023   Q4 662,574 1.66 Buy 1.66 $47.28 $31,326,493 SEC