De Lisle Partners’s Borr Drilling BORR Stock Holding History

De Lisle Partners’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	$7.76M	Buy	1,876,424 +75,000	+4%	+$405K	0.85%	34
2026 Q1	$10.4M	Hold	1,801,424	–	–	1.25%	20
2025 Q4	$7.25M	Hold	1,801,424	–	–	0.93%	30
2025 Q3	$4.84M	Hold	1,801,424	–	–	0.59%	45
2025 Q2	$3.29M	Hold	1,801,424	–	–	0.46%	66
2025 Q1	$3.95M	Buy	1,801,424 +30,000	+2%	+$90.3K	0.66%	45
2024 Q4	$6.92M	Buy	1,771,424 +200,000	+13%	+$854K	1.01%	25
2024 Q3	$8.62M	Buy	1,571,424 +30,000	+2%	+$183K	1.4%	17
2024 Q2	$9.92M	Hold	1,541,424	–	–	2.17%	7
2024 Q1	$10.6M	Buy	+1,541,424	New	+$10.1M	2.44%	8

Other funds holding BORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

De Lisle Partners's BORR Position: Q2 2026 in Review

De Lisle Partners increased its Borr Drilling (BORR) stake by 4.2% in Q2 2026, buying an estimated $405K and bringing the position to 1,876,424 shares worth $7.76M. The position accounts for 0.85% of the portfolio, ranked #34.

De Lisle Partners first reported a position in BORR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q1 2024. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

De Lisle Partners held 1,876,424 shares of Borr Drilling worth $7.76M as of Q2 2026.
De Lisle Partners bought 75,000 Borr Drilling shares in Q2 2026, an estimated $405K.
Borr Drilling made up 0.85% of De Lisle Partners's portfolio in Q2 2026, its #34 holding.
De Lisle Partners first reported a position in Borr Drilling in Q1 2024 and has held it in 10 quarters since.
De Lisle Partners's Borr Drilling position peaked at $10.6M in Q1 2024.
189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.