🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Borr Drilling Limited

BORR Energy
$5.52 $-0.12 (-2.13%)
Market Cap: $1.7 B
Gurus Holding
3
Popularity Rank
#2948
% of Shares Held
1.10%
Net Activity (Q1 2026)
+$15.74 M

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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $18.6 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $15.74 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position.

Key Holders

Top 5 by Value

$15.56 M
$3.05 M
$827,256

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$15.74 M
Total Buy Value
New Buys 1
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
0
Net Buyers
3

FAQs for Borr Drilling Limited (BORR)

Major holders include Steven Cohen ($15.56 M), Cliff Asness ($3.05 M), Joel Greenblatt ($827,256). According to the latest reported data, 3 tracked investment managers collectively hold approximately 3.37 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.74 M, with 3 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in BORR during the most recent reporting period.

Yes, 1 managers opened new positions in BORR, and 2 increased their existing holdings. The total reported buy value was $15.74 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% New Buy 2,697,396 $15.56 M Q1 2026
0.00% Add 1.6% 528,932 $3.05 M Q1 2026
0.00% Add 17.6% 143,372 $827,256 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form