Transocean (RIG) is Positioned to Benefit from Offshore Demand and Valaris Merger
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 18,794,860 | $98,485,066 | 1.07% | |
| 2. | Renaissance Technologies Jim Simons | 9,561,028 | $50,099,787 | -35% | 0.07% |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 8,435,259 | $44,200,757 | +26% | 0.05% |
| 4. | Hosking Partners Jeremy Hosking | 1,050,543 | $5,504,845 | -9% | 0.2% |
| 5. | Brigade Capital Don Morgan | 1,043,511 | $5,467,998 | 0.43% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.95 | 35,000 | $173,250.00 | 237,421 | 2026-07-02 | Filing | |
| $4.02 | 1,500,000 | $6,030,000.00 | 96,574,894 | 2025-11-24 | Filing | |
| $4.02 | 1,500,000 | $6,030,000.00 | 96,574,894 | 2025-11-24 | Filing | |
| $4.02 | 1,500,000 | $6,030,000.00 | 96,574,894 | 2025-11-24 | Filing | |
| $3.05 | 4,000,000 | $12,200,000.00 | 95,074,894 | 2025-09-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.45 | 81,741 | $608,970.45 | 1,125,438 | 2026-05-21 | Filing | |
| $6.36 | 78,370 | $498,433.20 | 268,025 | 2026-03-04 | Filing | |
| $5.00 | 99,293 | $496,465.00 | 1,046,031 | 2026-01-27 | Filing | |
| $5.00 | 16,085 | $80,425.00 | 1,145,324 | 2026-01-26 | Filing | |
| $5.00 | 58,687 | $293,435.00 | 1,222,182 | 2026-01-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 53,920,122 | $282,539,304 | 0.05% | |
| 2. | 33,662,132 | $176,389,571 | 0.02% | |
| 3. | 25,495,143 | $133,619,232 | 0.01% | |
| 4. | 12,867,979 | $67,428,205 | 0.22% | |
| 5. | 12,261,951 | $64,252,623 | 0.04% |