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. | Antipodes Partners Jacob Mitchell | 24,830 | $1,129,765 | 0.02% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 2,308 | $105,014 | 0.12% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,805,949 | $173,170,680 | 0.03% | |
| 2. | 3,553,281 | $161,671,142 | 0.03% | |
| 3. | 2,690,469 | $122,416,340 | 0% | |
| 4. | 2,449,565 | $111,455,208 | 5.99% | |
| 5. | 776,988 | $35,352,954 | 0% |