Thomist Capital Management, LP: SDRL position timeline

Thomist Capital Management, LP held 0 SDRL shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,835,718 shares

   13F-HR 0001420506-26-001081 filed by Thomist Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,835,718 shares

   Change vs previous 13F +566,419 shares

   17.29% of the 13F portfolio, value $63,387,343.

   13F-HR 0001420506-26-000336 filed by Thomist Capital Management, LP
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 1,269,299 shares

   Change vs previous 13F -3,795 shares

   12.08% of the 13F portfolio, value $38,744,896.

   13F-HR 0001420506-25-003334 filed by Thomist Capital Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 1,273,094 shares

   Change vs previous 13F -338,731 shares

   20.01% of the 13F portfolio, value $33,176,830.

   13F-HR 0001420506-25-001916 filed by Thomist Capital Management, LP
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 1,611,825 shares

   Change vs previous 13F +911,377 shares

   17.11% of the 13F portfolio, value $40,666,345.

   13F-HR 0001420506-25-001091 filed by Thomist Capital Management, LP
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 700,448 shares

   Change vs previous 13F +264,828 shares

   8.65% of the 13F portfolio, value $26,862,181.

   13F-HR 0001420506-25-000485 filed by Thomist Capital Management, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 435,620 shares

   Change vs previous 13F not available

   4.44% of the 13F portfolio, value $17,590,336.

   13F-HR 0001420506-24-002475 filed by Thomist Capital Management, LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).