What Makes Seadrill Limited (SDRL) a Worthy Investment?
Patient Capital Management, based in Baltimore, released its first-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy,” available for download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 782,944 | $35,623,952 | +10% | 1.28% |
| 2. | Azarias Capital Management Daren Heitman | 136,645 | $6,217,348 | 2.79% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 2,308 | $105,014 | 0.12% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 98,796 | $4,495,218 | 0.01% | |
| 2. | 40,000 | $1,820,000 | 1.78% | |
| 3. | 23,679 | $1,080,485 | 0% | |
| 4. | 9,192 | $418,236 | 0% | |
| 5. | 6,875 | $312,813 | 0.06% |