ECA
BORR

Encompass Capital Advisors’s Borr Drilling BORR Stock Holding History

Encompass Capital Advisors’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
Q1 		– Sell
-3,554,800
Closed -$14.3M – 63
2025
Q4 		$14.3M Buy
+3,554,800
New +$11.8M 0.58% 46
2025
Q1 		– Sell
-2,748,241
Closed -$10.7M – 68
2024
Q4 		$10.7M Buy
+2,748,241
New +$11.7M 0.4% 58
2023
Q2 		– Sell
-2,512,864
Closed -$19M – 51
2023
Q1 		$19M Buy
2,512,864
+15,324
+0.6% +$98.8K 0.94% 31
2022
Q4 		$12.4M Sell
2,497,540
-8,643
-0.3% -$38.4K 0.48% 40
2022
Q3 		$8.32M Buy
+2,506,183
New +$9.31M 0.42% 51

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Encompass Capital Advisors's BORR Position: Q1 2026 in Review

Encompass Capital Advisors sold out of Borr Drilling (BORR) in Q1 2026, closing a stake of 3,554,800 shares — an estimated $14.3M sold.

Encompass Capital Advisors first reported a position in BORR in Q3 2022 and held it in 5 quarters. The position peaked at $19M in Q1 2023. 188 funds tracked by Wall St. Rank hold BORR as of Q1 2026.

  • Encompass Capital Advisors reported no remaining Borr Drilling position as of Q1 2026 after selling out during the quarter.
  • Encompass Capital Advisors sold 3,554,800 Borr Drilling shares in Q1 2026, an estimated $14.3M.
  • Encompass Capital Advisors first reported a position in Borr Drilling in Q3 2022 and held it in 5 quarters.
  • Encompass Capital Advisors's Borr Drilling position peaked at $19M in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Borr Drilling as of Q1 2026.

Based on Encompass Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.