JY
BORR

Jeff Yass’s Borr Drilling BORR Stock Holding History

Jeff Yass’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 		$328K Sell
79,300
-180,100
-69% -$972K ﹤0.01% 10841
2026
Q1 		$1.5M Sell
259,400
-40,100
-13% -$205K ﹤0.01% 6884
2025
Q4 		$1.21M Buy
299,500
+52,100
+21% +$173K ﹤0.01% 6758
2025
Q3 		$666K Sell
247,400
-36,700
-13% -$91.3K ﹤0.01% 8327
2025
Q2 		$520K Buy
284,100
+156,900
+123% +$296K ﹤0.01% 9092
2025
Q1 		$279K Buy
127,200
+51,300
+68% +$154K ﹤0.01% 10224
2024
Q4 		$296K Sell
75,900
-216,100
-74% -$923K ﹤0.01% 9860
2024
Q3 		$1.6M Buy
292,000
+30,600
+12% +$187K ﹤0.01% 5748
2024
Q2 		$1.69M Buy
261,400
+145,000
+125% +$875K ﹤0.01% 5438
2024
Q1 		$797K Sell
116,400
-160,600
-58% -$1.05M ﹤0.01% 7414
2023
Q4 		$2.04M Buy
277,000
+62,700
+29% +$413K ﹤0.01% 5303
2023
Q3 		$1.52M Buy
214,300
+5,900
+3% +$44.9K ﹤0.01% 5704
2023
Q2 		$1.57M Sell
208,400
-22,000
-10% -$158K ﹤0.01% 5659
2023
Q1 		$1.75M Buy
+230,400
New +$1.49M ﹤0.01% 5442
2022
Q4 		– Sell
-42,100
Closed -$140K – 12453
2022
Q3 		$140K Buy
+42,100
New +$156K ﹤0.01% 11326

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
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
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

Jeff Yass's BORR Position: Q2 2026 in Review

Jeff Yass increased its Borr Drilling (BORR) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 181,370 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #8937.

Jeff Yass first reported a position in BORR in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.38M in Q3 2025. 188 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Jeff Yass held 181,370 shares of Borr Drilling worth $749K as of Q2 2026.
  • Jeff Yass bought 20,454 Borr Drilling shares in Q2 2026, an estimated $110K.
  • Borr Drilling made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8937 holding.
  • Jeff Yass first reported a position in Borr Drilling in Q2 2020 and has held it in 19 quarters since.
  • Jeff Yass's Borr Drilling position peaked at $4.38M in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.