SEC 13F Intelligence

Thomist Capital Management, LP / SDRL

Thomist Capital Management, LP’s Seadrill Ltd Position

Does Thomist Capital Management, LP own Seadrill Ltd (SDRL)? Not currently — the last reported position was 1.84M shares worth $63M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$63M
Q4 2025
Shares
1.84M
% of Portfolio
+13.46%
Quarters Held
6
position exited

Position History SDRL

Reported value by quarter
Q3 ’24: $18MQ3 ’24Q4 ’24: $27MQ4 ’24Q1 ’25: $41MQ1 ’25Q2 ’25: $33MQ2 ’25Q3 ’25: $39MQ3 ’25Q4 ’25: $63MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.84M$63M+13.46%
Q3 20251.27M$39M+7.65%
Q2 20251.27M$33M+12.33%
Q1 20251.61M$41M+16.03%
Q4 2024700.4K$27M+6.98%
Q3 2024435.6K$18M+3.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of SDRL.