Goehring & Rozencwajg Associates’s Borr Drilling BORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
1,033,961
-22,151
| -2% | -$40.5K | 0.29% | 40 |
|
|
2025
Q1 | $2.56M | Buy |
1,056,112
+22,795
| +2% | +$55.2K | 0.46% | 38 |
|
|
2024
Q4 | $3.9M | Sell |
1,033,317
-12,835
| -1% | -$48.4K | 0.8% | 36 |
|
|
2024
Q3 | $5.74M | Buy |
1,046,152
+71,100
| +7% | +$390K | 1.17% | 32 |
|
|
2024
Q2 | $6.29M | Buy |
975,052
+94,300
| +11% | +$608K | 1.25% | 33 |
|
|
2024
Q1 | $6.03M | Buy |
880,752
+61,567
| +8% | +$422K | 1.31% | 29 |
|
|
2023
Q4 | $6.03M | Buy |
819,185
+27,880
| +4% | +$205K | 1.46% | 28 |
|
|
2023
Q3 | $5.62M | Buy |
791,305
+28,825
| +4% | +$205K | 1.38% | 29 |
|
|
2023
Q2 | $5.74M | Buy |
+762,480
| New | +$5.74M | 1.65% | 23 |
|