GC
BORR

Glenorchy Capital’s Borr Drilling BORR Stock Holding History

Glenorchy Capital’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 		$2.53M Sell
612,198
-2,333
-0.4% -$12.6K 0.09% 26
2026
Q1 		$3.55M Sell
614,531
-1,757
-0.3% -$9K 0.21% 26
2025
Q4 		$2.48M Buy
+616,288
New +$2.04M 0.15% 26

Other funds holding BORR

FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Glenorchy Capital's BORR Position: Q2 2026 in Review

Glenorchy Capital reduced its Borr Drilling (BORR) stake by 0.38% in Q2 2026, selling an estimated $12.6K and leaving 612,198 shares worth $2.53M. The position accounts for 0.09% of the portfolio, ranked #26.

Glenorchy Capital first reported a position in BORR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2026. 40 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Glenorchy Capital held 612,198 shares of Borr Drilling worth $2.53M as of Q2 2026.
  • Glenorchy Capital sold 2,333 Borr Drilling shares in Q2 2026, an estimated $12.6K.
  • Borr Drilling made up 0.09% of Glenorchy Capital's portfolio in Q2 2026, its #26 holding.
  • Glenorchy Capital first reported a position in Borr Drilling in Q4 2025 and has held it in 3 quarters since.
  • Glenorchy Capital's Borr Drilling position peaked at $3.55M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on Glenorchy Capital's 13F filing for Q2 2026, filed 29 Jul 2026.