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Borr Drilling Limited

BORR Energy
$5.89 +$0.34 (6.13%)
Market Cap: $1.81 B
Gurus Holding
2
Popularity Rank
#3298
% of Shares Held
0.21%
Net Activity (Q4 2025)
-$422,208.37

Guru Ownership Trend

Guru Analysis for Borr Drilling Limited (BORR)

Borr Drilling Limited (BORR), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.78 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $422,208.37 net outflow during the quarter.

Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Cliff Asness reduced exposure by 27.9%.

Key Holders

Top 5 by Value

$2.1 M
$491,160

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$491,160
Total Buy Value
New Buys 1
Additions 0
-$913,368.37
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for Borr Drilling Limited (BORR)

Major holders include Cliff Asness ($2.1 M), Joel Greenblatt ($491,160). According to the latest reported data, 2 tracked investment managers collectively hold approximately 642,412 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $422,208.37, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited BORR. The total reported sell value was $913,368.37.

Yes, 1 managers opened new positions in BORR, and 0 increased their existing holdings. The total reported buy value was $491,160.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -27.9% 520,536 $2.1 M Q4 2025
0.00% New Buy 121,876 $491,160 Q4 2025
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