← Top Holdings

SDRLSEADRILL LTD

CUSIP: G7997W102

🔥 Bought by 2 superinvestors this quarter

3

Guru Owners

$338.4M

Total Value Held

7.4M

Total Shares

$214.7M
1.07%
$97.9M
3.58%
$25.7M
1.26%

📊 Fundamentals

Market Cap$2.4B
Forward P/E11.3x
P/FCF21.2x
EPS (TTM)$-1.13
Revenue (TTM)$1.4B
Profit Margin-4.98%
Beta1.41

52-Week Range

$27.40
$55.47

Current: $38.72

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$78.2M$156.3M$234.5M$312.7MQ2 '23Q3 '23Q4 '23Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $312.7M
INCREASEDPaul Singer$214.7M
INCREASEDSamantha McLemore$97.9M
Q4 '252 owners · $228.8M
INCREASEDPaul Singer$157.7M
REDUCEDSamantha McLemore$71.1M
Q3 '252 owners · $179.3M
NEWPaul Singer$111.9M
INCREASEDSamantha McLemore$67.4M
SOLDRay Dalio
SOLDLee Ainslie
Q2 '253 owners · $68.1M
INCREASEDSamantha McLemore$58.5M
REDUCEDRay Dalio$8.9M
SOLDPaul Singer
SOLDDaniel Loeb
Q1 '255 owners · $176.9M
NEWSamantha McLemore$49.3M
INCREASEDRay Dalio$8.8M
REDUCEDLee Ainslie$564K
Q4 '244 owners · $190.7M
NEWPaul Singer$144.2M
NEWDaniel Loeb$39.9M
REDUCEDRay Dalio$6.3M
NEWLee Ainslie$304K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
15%analyst est. 14.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
8.1%current: 8.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data