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)
← All SDRL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,152,685 3.65 Add 4.81% 0.17 $32.85–48.00 · VW $41.21i $97,947,187 SEC
2025   Q4 2,053,797 2.74 Reduce 7.90% 0.21 $28.10–35.24 · VW $31.09i $71,061,362 SEC
2025   Q3 2,229,936 2.70 Add 0.02% <0.01 $27.40–34.68 · VW $30.62i $67,366,360 SEC
2025   Q2 2,229,549 2.64 Add 13.02% 0.30 $17.74–29.41 · VW $24.49i $58,525,650 SEC
2025   Q1 1,972,713 2.54 Add 17.65% 0.38 $18.60–39.50 · VW $28.46i $49,317,826 SEC
2024   Q4 1,676,777 3.01 Add 63.49% 1.17 $34.74–42.36 · VW $38.79i $65,276,913 SEC
2024   Q3 1,025,645 2.00 Add 13.01% 0.23 $36.01–56.46 · VW $43.75i $40,759,122 SEC
2024   Q2 907,597 2.48 Add 0.81% 0.02 $47.01–53.58 · VW $50.48i $46,741,260 SEC
2024   Q1 900,306 2.20 Add 35.88% 0.58 $39.85–50.58 · VW $45.33i $45,285,387 SEC
2023   Q4 662,574 1.66 Buy 1.66 $38.60–48.44 · VW $42.62i $31,326,493 SEC
Price snapshot:
Current price$42.26
Avg. buy price$39.68
+/- since buy6.51%
52-week low$27.40
52-week high$55.47