Why Valaris (VAL) Surged on a Takeover Bid
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 234,944 | $18,447,803 | -8% | 0.66% |
| 2. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 23,760 | $1,865,635 | 0.21% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.91 | 7,500 | $254,314.50 | 250,401 | 2025-03-05 | Filing | |
| $28.11 | 85,400 | $2,400,594.00 | 9,412,823 | 2021-08-27 | Filing | |
| $27.21 | 58,586 | $1,594,125.06 | 9,327,423 | 2021-08-26 | Filing | |
| $27.19 | 56,513 | $1,536,588.47 | 9,268,837 | 2021-08-25 | Filing | |
| $25.38 | 75,528 | $1,916,900.64 | 9,212,324 | 2021-08-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $48.84 | 35,000 | $1,709,400.00 | 81,269 | 2025-09-03 | Filing | |
| $49.50 | 4,000 | $198,000.00 | 52,236 | 2024-11-05 | Filing | |
| $55.77 | 26,000 | $1,449,994.00 | 24,388 | 2024-09-30 | Filing | |
| $56.64 | 15,403 | $872,425.92 | 13,334 | 2024-09-09 | Filing | |
| $56.86 | 30,000 | $1,705,800.00 | 108,342 | 2024-09-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 102,044 | $8,012,495 | 0.88% | |
| 2. | 74,551 | $5,853,745 | 0.06% | |
| 3. | 27,679 | $2,173,355 | 0.1% | |
| 4. | 21,600 | $1,696,032 | 2.84% | |
| 5. | 21,000 | $1,648,920 | 0.82% |