VALARIS LTD

Ticker: VAL CUSIP: G9460G101 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (52)

Increased Positions (100)

Goehring & Rozencwajg Associates, LLC
Value ($000) $53,528 (+21.6%) Shares 1,062,070 (+17.7%)
Soviero Asset Management, LP
Value ($000) $3,528 (+64.4%) Shares 70,000 (+59.1%)
ANTIPODES PARTNERS Ltd
Value ($000) $35,031 (+23.8%) Shares 695,005 (+19.8%)
FOX RUN MANAGEMENT, L.L.C.
Value ($000) $1,962 (+198.8%) Shares 38,929 (+189.2%)
Hosking Partners LLP
Value ($000) $15,103 (+25.2%) Shares 299,669 (+21.1%)
XTX Topco Ltd
Value ($000) $4,363 (+908.2%) Shares 86,575 (+875.6%)
De Lisle Partners LLP
Value ($000) $3,444 (+21.1%) Shares 68,321 (+17.1%)
Stanley-Laman Group, Ltd.
Value ($000) $6,155 (+7.9%) Shares 122,122 (+4.4%)
Eschler Asset Management LLP
Value ($000) $721 (+13.7%) Shares 14,300 (+10.0%)
Massar Capital Management, LP
Value ($000) $926 (+72.6%) Shares 18,370 (+67.0%)
Old West Investment Management, LLC
Value ($000) $3,787 (+5.0%) Shares 75,148 (+1.6%)
Weiss Asset Management LP
Value ($000) $2,324 (+405.9%) Shares 46,116 (+389.6%)
ROBOTTI ROBERT
Value ($000) $2,734 (+6.7%) Shares 54,244 (+3.3%)
Schonfeld Strategic Advisors LLC
Value ($000) $5,406 (+211.0%) Shares 107,259 (+200.9%)
Marex Group plc
Value ($000) $7,778 (+50.9%) Shares 154,328 (+47.3%)
SEI INVESTMENTS CO
Value ($000) $12,121 (+962.8%) Shares 240,501 (+928.4%)
Bridgefront Capital, LLC
Value ($000) $414 (+32.6%) Shares 8,221 (+28.3%)
Main Street Financial Solutions, LLC
Value ($000) $2,508 (+13.9%) Shares 49,767 (+10.2%)
Bridgewater Associates, LP
Value ($000) $3,828 (+662.9%) Shares 75,950 (+638.2%)
AMERICAN CENTURY COMPANIES INC
Value ($000) $77,210 (+24.3%) Shares 1,531,941 (+20.2%)

Decreased Positions (107)

Dalal Street, LLC
Value ($000) $23,139 (-55.5%) Shares 459,098 (-56.9%)
Packer & Co Ltd
Value ($000) $10 (-66.4%) Shares 203,000 (-86.9%)
PLATINUM INVESTMENT MANAGEMENT LTD
Value ($000) $2,316 (-95.1%) Shares 45,956 (-95.2%)
Lloyd Harbor Capital Management, LLC
Value ($000) $9,072 (-33.6%) Shares 180,000 (-35.7%)
Moerus Capital Management LLC
Value ($000) $30,638 (-11.3%) Shares 607,897 (-14.1%)
Kerrisdale Advisers, LLC
Value ($000) $2,521 (-46.9%) Shares 50,024 (-48.6%)
Tensile Capital Management LP
Value ($000) $17 (-9.9%) Shares 339,419 (-12.8%)
Hara Capital LLC
Value ($000) $8,506 (+2.0%) Shares 168,772 (-1.3%)
Meixler Investment Management, Ltd.
Value ($000) $1,155 (-40.4%) Shares 22,917 (-42.4%)
DARK FOREST CAPITAL MANAGEMENT LP
Value ($000) $1,065 (-74.2%) Shares 21,126 (-75.0%)
Bayforest Capital Ltd
Value ($000) $529 (-22.6%) Shares 10,491 (-25.1%)
Contrarius Group Holdings Ltd
Value ($000) $8,513 (-12.5%) Shares 168,899 (-15.4%)
Mountain Lake Investment Management LLC
Value ($000) $1,572 (+0.8%) Shares 31,192 (-2.4%)
EDMOND DE ROTHSCHILD HOLDING S.A.
Value ($000) $20,664 (-11.7%) Shares 410,000 (-14.6%)
Maxi Investments CY Ltd
Value ($000) $1 (-36.6%) Shares 22,100 (-38.6%)
Aquatic Capital Management LLC
Value ($000) $371 (-84.0%) Shares 7,365 (-84.5%)
Rockefeller Capital Management L.P.
Value ($000) $11,837 (-44.4%) Shares 234,852 (-46.2%)
GSA CAPITAL PARTNERS LLP
Value ($000) $0 (-72.0%) Shares 6,697 (-72.9%)
Entropy Technologies, LP
Value ($000) $632 (-37.5%) Shares 12,533 (-39.5%)
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
Value ($000) $40,937 (-8.3%) Shares 812,243 (-11.2%)

Exited Positions (48)