SDRL
Seadrill Ltd
3 super-investors hold SDRL worth a combined $176M. The largest position: Samantha McLemore at 3.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 21 — ranked #626 of 724 scored stocks.
Why super-investors own SDRL
Ownership of SDRL within the tracked cohort is narrow and largely static: three managers hold a combined $176M, but the position is carried primarily by Samantha McLemore, for whom it represents 3.7% of her portfolio and $98M in value — by far the highest-conviction bet here. Joel Greenblatt holds $76M but at a negligible 0.1% weight, suggesting an incidental rather than thesis-driven allocation. No manager added, trimmed, or exited in 2026Q1, and the owner count has oscillated between one and two for most of the past eight quarters before ticking to three. Interest in SDRL across the cohort is neither growing nor collapsing — it is simply thin, with McLemore's conviction accounting for nearly all of the meaningful exposure.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 3.7% | 10q | $98M | 2,152,685 |
| 2 | Joel Greenblatt | 0.1% | 9q | $76M | 1,679,246 |
| 3 | First Eagle Investment Management | <0.1% | 11q | $2M | 47,000 |
Owners of SDRL also hold
Long US equity 13F-HR filings only. CUSIP G7997W102. Not investment advice.