What smart money is saying about Valaris
2 funds in our archive have pitched Valaris — most recently Praetorian Capital in December 2024.
Valaris Limited provides offshore contract drilling services to the international oil and gas industry. The company owns an offshore drilling rig fleet of 56 rigs, which include 11 drillships, 4 dynamically positioned semisubmersible rigs, 1 moored semisubmersible rig, and 40 jackup rigs. It serves international, government-owned, and independent oil and gas companies in the Gulf of Mexico, the North Sea, the Middle East, West Africa, Australia, and Southeast Asia. The company was incorporated in 2009 and is based in Hamilton, Bermuda.
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Position history
Between Q4 2024 and Q2 2026, 1 fund letter reported a position in Valaris, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Fund activity · 1 position
- HoldsPacker & Co Investigator TrustJune 2026
Listed in Packer & Co Investigator Trust’s reported holdings.
Read the letterValaris
Fund coverage · 2 theses
- Praetorian CapitalDecember 2024
Valaris is a compelling investment opportunity due to its strong asset base, potential for significant cash flow growth, and downside protection from a robust backlog and balance sheet.
Read the full thesis - Night WatchDecember 2024
Valaris is positioned to capitalize on the offshore energy sector's recovery, despite a temporary market pause, offering an attractive investment opportunity due to its modern fleet and significant profit potential.
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