Valaris Limited (VAL) — Smart Money Tracker (13F, Q2 2026)

VAL ranks #1841 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VAL is a top-conviction position for Oak Hill Advisors LP — at 40.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VAL belongs to BlackRock, Inc., but the position matters far more to Oak Hill Advisors LP, who has 40.5% 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.

VAL is up 1.9% today, and institutions have been net buyers of $485.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VAL posted net income of $939.6M over the trailing twelve months, and currently trades at a P/E of 6.4.

• Profitable — net income of $939.6M over the trailing twelve months
• Revenue grew 548.5% year over year
• Net income improved year over year, from $275.5M to $939.6M
• Generated $546.2M in positive operating cash flow
• Liabilities run 0.67x equity — within a conventional range