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

VAL ranks #1844 out of 37503 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.

Geode Capital Management, LLC has added to its VAL position for two straight quarters, increasing it by $81.9M to reach $161.6M today.

Rockefeller Capital Management L.P. has trimmed its VAL position for two straight quarters, cutting it by $11.8M while still holding $48.0K.

VAL is up 1% 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 6.5.

• 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 1.67x equity — within a conventional range