Which hedge funds own BORR? BORR DRILLING LTD, Q2 2026 13F holders
37 tracked hedge funds disclosed a position in BORR (BORR DRILLING LTD) in their Q2 2026 13F filings, worth $143.0m in total. The largest holder by portfolio weight is GeoSphere Capital Management, LLC at 2.8% of its book. 11 opened a new position this quarter: Marnell Management LLC, Sona Asset Management (US) LLC, Zweig-DiMenna Associates LLC, BTG Pactual Asset Management US LLC. 5 exited: PharVision Advisers, LLC, Numerai GP LLC, Trexquant Investment LP.
- 37
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $40.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $10.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $143m
- Combined value Sum of the holders' reported positions in the security.
- 3.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| PharVision Advisers, LLC | 1.2% | $121k |
| Numerai GP LLC | 0.2% | $1.9m |
| Trexquant Investment LP | 0.05% | $6.6m |
| PDT Partners, LLC | 0.02% | $393k |
| Y-Intercept (Hong Kong) Ltd | 0.02% | $1.0m |
Ownership over time
Who discovered BORR first? Beta
The run: Q2 2021 → Q1 2023, +366%
| Lancaster Investment Management high conviction | Q3 2019 | – | +12.8 pts |
| GeoSphere Capital Management, LLC high conviction | Q4 2023 | – | +1.3 pts |
| Masters Capital Management LLC | Q1 2025 | – | +1.1 pts |
| Encompass Capital Advisors LLC | Q4 2022 | – | +0.6 pts |
| Pelham Capital Ltd. | Q3 2019 | – | −2.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.