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SDRL · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SDRLGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SDRL
  • GEV
010203040Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
Holders and value by quarter
QuarterSDRLGEV
Q2 20231 holders, $291mnone listed holders, n.a.
Q3 202310 holders, $765mnone listed holders, n.a.
Q4 20239 holders, $751mnone listed holders, n.a.
Q1 20247 holders, $751m3 holders, $544m
Q2 20248 holders, $668m26 holders, $9.8bn
Q3 20247 holders, $367m31 holders, $11.9bn
Q4 20248 holders, $364m37 holders, $15.3bn
Q1 20257 holders, $187m36 holders, $14.8bn
Q2 20256 holders, $169m36 holders, $26.3bn
Q3 20254 holders, $184m35 holders, $29.5bn
Q4 20253 holders, $192m34 holders, $28.7bn
Q1 20263 holders, $217m31 holders, $36.7bn
Q2 20263 holders, $177m28 holders, $45.0bn
SDRL

Seadrill 2021 LTD

Holders
7
Reported value
$187m
Buyers
5
Sellers
0

Breadth +5 among 95 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SDRL (5)

Elliott Investment Management LP, First Eagle Investment Management LLC, Greenlight Capital, Maverick Capital Ltd, Third Point LLC

Only GEV (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, and 9 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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