Webs Creek Capital Management LP SDRL SEADRILL 2021 LTD

Ownership history in Webs Creek Capital Management LP  ·  5 quarters on record

AI Ownership Summary

Webs Creek Capital Management LP reported SEADRILL 2021 LTD (SDRL) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 10.33% in 2024 Q3. The latest visible filing shows SDRL at 7.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Webs Creek Capital Management LP's position in SEADRILL 2021 LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SDRL was reported at 7.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.33% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Webs Creek Capital Management LP held SDRL — position size vs. price
% of Fund (quarterly)    SDRL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 896,939 +21,792 +2.5% 7.07% $40.8M 2026-05-15 $52.70
2025 Q4 ADDED 875,147 +355,414 +68.4% 5.42% $30.3M 2026-02-17 $42.50
2025 Q3 REDUCED 41.7% +11.6% 519,733 -372,328 -41.7% 3.27% $15.7M 2025-11-14 $30.07
2024 Q4 ADDED 892,061 +161,882 +22.2% 8.37% $34.7M 2025-02-14 $31.14
2024 Q3 INITIATED 730,179 10.33% $29.0M 2024-11-14 $41.61

FAQ About Webs Creek Capital Management LP and SDRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Webs Creek Capital Management LP reported owning SDRL?

Webs Creek Capital Management LP reported SDRL across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SDRL position in Webs Creek Capital Management LP's portfolio?

The largest reported portfolio weight for SDRL was 10.33% in 2024 Q3.

What is the latest reported SDRL position on this page?

The most recent filing on this page is 2026 Q1, when Webs Creek Capital Management LP reported 896,939 shares, equal to 7.07% of portfolio, with an estimated market value of $40.8M.

What does the chart on this SDRL ownership page compare?

The chart compares Webs Creek Capital Management LP's quarterly SDRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Webs Creek Capital Management LP time their SDRL position?

Based on 13F filing dates vs. subsequent SDRL price moves, Webs Creek Capital Management LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SDRL relative to SPY over the holding period was +20.5%.

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