An international offshore contract drilling services to the oil and gas industry with a current operating fleet of 45 drilling rigs, including 43 jackup rigs, one ultra-deepwater semisubmersible rig and one barge rig.
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FPA Robert Rodriguez, 2nd top holding. Energy.
http://seekingalpha.com/article/274799-first-pacific-s-rodriguez-holding-energy-drillers-30-cash-as-he-prepares-for-another-crisis