D.E. Shaw & Co
BORR

D.E. Shaw & Co’s Borr Drilling BORR Stock Holding History

D.E. Shaw & Co’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9M Buy
7,248,907
+1,007,405
+16% +$5.44M 0.01% 1045
2026
Q1 		$36M Buy
6,241,502
+5,692,803
+1,038% +$29.2M 0.02% 815
2025
Q4 		$2.21M Buy
+548,699
New +$1.82M ﹤0.01% 2976
2024
Q2 		– Sell
-16,752
Closed -$115K – 4497
2024
Q1 		$115K Sell
16,752
-375,360
-96% -$2.46M ﹤0.01% 3997
2023
Q4 		$2.89M Sell
392,112
-184,730
-32% -$1.22M ﹤0.01% 2370
2023
Q3 		$4.1M Buy
576,842
+184,189
+47% +$1.4M ﹤0.01% 1981
2023
Q2 		$2.96M Buy
392,653
+199,471
+103% +$1.43M ﹤0.01% 2305
2023
Q1 		$1.46M Buy
193,182
+14,688
+8% +$94.7K ﹤0.01% 2900
2022
Q4 		$887K Buy
+178,494
New +$794K ﹤0.01% 3532

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

D.E. Shaw & Co's BORR Position: Q2 2026 in Review

D.E. Shaw & Co increased its Borr Drilling (BORR) stake by 16% in Q2 2026, buying an estimated $5.44M and bringing the position to 7,248,907 shares worth $29.9M. The position accounts for 0.01% of the portfolio, ranked #1045.

D.E. Shaw & Co first reported a position in BORR in Q4 2022 and has held it in 9 quarters since. The position peaked at $36M in Q1 2026. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • D.E. Shaw & Co held 7,248,907 shares of Borr Drilling worth $29.9M as of Q2 2026.
  • D.E. Shaw & Co bought 1,007,405 Borr Drilling shares in Q2 2026, an estimated $5.44M.
  • Borr Drilling made up 0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #1045 holding.
  • D.E. Shaw & Co first reported a position in Borr Drilling in Q4 2022 and has held it in 9 quarters since.
  • D.E. Shaw & Co's Borr Drilling position peaked at $36M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.