NYSE · Energy

TRANSOCEAN LTD RIG

Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells in Switzerland and internationally. The company contracts mobile offshore drilling rigs, related equipment, and work crews to drill oil and gas wells.

Oil & Gas Production

Company profile

Business mix

  • The company contracts mobile offshore drilling rigs, related equipment, and work crews to drill oil and gas wells.
  • It also operates a fleet of mobile offshore drilling units, consisting of ultra-deepwater floaters and harsh environment semisubmersibles.
  • It serves integrated energy companies and their affiliates, government-owned or government-controlled energy companies, and other independent energy companies.
  • Transocean Ltd. was founded in 1926 and is based in Zug, Switzerland.

Current key questions

  • How sensitive are revenue and cash flow to commodity prices, production volumes, and demand in oil & gas drilling?
  • Can capital spending, reserves, decline rates, and operating costs support durable free cash flow?
  • Do balance-sheet discipline and shareholder returns remain resilient across the energy cycle?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 11.98% Buyback -17.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Pabrai Investment Funds / Dalal Street Mohnish Pabrai 32.0% $135.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $135.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +20,392,672 / 0
Pabrai Investment Funds / Dalal Street Mohnish Pabrai 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$76.3M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 10.6% 13F value change +$35.4M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -24.6% 13F value change +$23.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +20,392,672 (New) Total shares 20,392,672 Value $135.2M

Recent mentions

No public mentions.