Precision Drilling CORP (PDS) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $102.0M

PDS ranks #3837 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

PDS is a top-conviction position for Aegis Financial CORP — at 6.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PDS belongs to National Bank Of Canada /fi/, but the position matters far more to Aegis Financial CORP, who has 6.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Royal Bank Of Canada has added to its PDS position for two straight quarters, increasing it by $28.0M to reach $31.4M today.

Encompass Capital Advisors LLC has trimmed its PDS position for two straight quarters, cutting it by $14.4M while still holding $25.6M.

PDS is down 0.7% today, but institutions show net buying of $102.0M this quarter — a divergence between today's price move and the underlying institutional flow.

PDS closed its latest fiscal year with net income of $3.1M.

• Profitable — net income of $3.1M in the latest fiscal year
• Revenue declined 3.1% year over year
• Net income declined year over year, from $111.3M to $3.1M
• Current ratio of 1.62x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.72x equity — within a conventional range