RIG

Transocean Ltd

2 super-investor ownerscombined $159Mlargest position 32.0%

1 TRIM

2 super-investors hold RIG worth a combined $159M. The largest position: Mohnish Pabrai at 32.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 43 — ranked #97 of 724 scored stocks.

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Why super-investors own RIG

Mohnish Pabrai dominates the cohort's exposure to RIG, holding $135M worth — a 32% portfolio concentration that makes it his single largest disclosed bet. Joel Greenblatt carries a $23M position that rounds to 0% of his portfolio, suggesting a much smaller allocation. Pabrai trimmed in 2026Q1, the only cohort activity this quarter, and he remains the sole owner who has held continuously since the position first appeared in the data roughly two quarters ago. With owner count flat at one for the past three quarters and no new entrants, broader cohort interest in the offshore driller has not materialized; the thesis rests almost entirely on Pabrai's concentrated, if recently reduced, conviction.

AI-synthesized from 13F filings. Not investment advice.