MG
BORR

Michael Gelband’s Borr Drilling BORR Stock Holding History

Michael Gelband’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 		$1.82M Sell
440,334
-212,169
-33% -$1.15M 0.01% 858
2026
Q1 		$3.76M Buy
652,503
+593,803
+1,012% +$3.04M 0.03% 530
2025
Q4 		$237K Buy
58,700
+24,945
+74% +$82.7K ﹤0.01% 1362
2025
Q3 		$90.8K Buy
+33,755
New +$84K ﹤0.01% 1432
2022
Q2 		– Sell
-306,653
Closed -$1.03M – 1968
2022
Q1 		$1.03M Buy
+306,653
New +$783K 0.01% 1133

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

Michael Gelband's BORR Position: Q2 2026 in Review

Michael Gelband reduced its Borr Drilling (BORR) stake by 33% in Q2 2026, selling an estimated $1.15M and leaving 440,334 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #858.

Michael Gelband first reported a position in BORR in Q1 2022 and has held it in 5 quarters since. The position peaked at $3.76M in Q1 2026. 188 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Michael Gelband held 440,334 shares of Borr Drilling worth $1.82M as of Q2 2026.
  • Michael Gelband sold 212,169 Borr Drilling shares in Q2 2026, an estimated $1.15M.
  • Borr Drilling made up 0.01% of Michael Gelband's portfolio in Q2 2026, its #858 holding.
  • Michael Gelband first reported a position in Borr Drilling in Q1 2022 and has held it in 5 quarters since.
  • Michael Gelband's Borr Drilling position peaked at $3.76M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.