OAG
BORR

Orbis Allan Gray’s Borr Drilling BORR Stock Holding History

Orbis Allan Gray’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
2025
Q2 		– Sell
-7,617,577
Closed -$16.7M – 82
2025
Q1 		$16.7M Sell
7,617,577
-4,620,754
-38% -$13.9M 0.1% 68
2024
Q4 		$47.7M Buy
12,238,331
+3,920,408
+47% +$16.7M 0.26% 54
2024
Q3 		$45.7M Sell
8,317,923
-495,882
-6% -$3.03M 0.24% 53
2024
Q2 		$56.8M Buy
8,813,805
+410,355
+5% +$2.47M 0.35% 44
2024
Q1 		$57.6M Hold
8,403,450
– – 0.34% 46
2023
Q4 		$61.8M Sell
8,403,450
-612,490
-7% -$4.03M 0.39% 43
2023
Q3 		$64M Hold
9,015,940
– – 0.46% 44
2023
Q2 		$67.9M Sell
9,015,940
-35,681
-0.4% -$256K 0.49% 42
2023
Q1 		$68.6M Hold
9,051,621
– – 0.54% 38
2022
Q4 		$45M Sell
9,051,621
-37,400
-0.4% -$166K 0.36% 45
2022
Q3 		$30.2M Buy
9,089,021
+8,327,957
+1,094% +$30.9M 0.25% 48
2022
Q2 		$3.51M Sell
761,064
-386,706
-34% -$1.92M 0.03% 67
2022
Q1 		$3.85M Hold
1,147,770
– – 0.03% 66
2021
Q4 		$2.36M Sell
1,147,770
-3,961
-0.3% -$8.37K 0.02% 62
2021
Q3 		$1.93M Hold
1,151,731
– – 0.01% 59
2021
Q2 		$1.87M Sell
1,151,731
-10,913
-0.9% -$20.6K 0.01% 62
2021
Q1 		$2.24M Hold
1,162,644
– – 0.02% 58
2020
Q4 		$1.89M Sell
1,162,644
-664
-0.1% -$911 0.01% 57
2020
Q3 		$1.28M Hold
1,163,308
– – 0.01% 57
2020
Q2 		$2.61M Hold
1,163,308
– – 0.02% 52
2020
Q1 		$1.13M Hold
1,163,308
– – 0.01% 53
2019
Q4 		$21.1M Hold
1,163,308
– – 0.15% 35
2019
Q3 		$12M Buy
+1,163,308
New +$14.6M 0.09% 37

Other funds holding BORR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Orbis Allan Gray's BORR Position: Q2 2025 in Review

Orbis Allan Gray sold out of Borr Drilling (BORR) in Q2 2025, closing a stake of 7,617,577 shares — an estimated $16.7M sold.

Orbis Allan Gray first reported a position in BORR in Q3 2019 and held it in 23 quarters. The position peaked at $68.6M in Q1 2023. 141 funds tracked by Wall St. Rank hold BORR as of Q2 2025.

  • Orbis Allan Gray reported no remaining Borr Drilling position as of Q2 2025 after selling out during the quarter.
  • Orbis Allan Gray sold 7,617,577 Borr Drilling shares in Q2 2025, an estimated $16.7M.
  • Orbis Allan Gray first reported a position in Borr Drilling in Q3 2019 and held it in 23 quarters.
  • Orbis Allan Gray's Borr Drilling position peaked at $68.6M in Q1 2023.
  • 141 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2025.

Based on Orbis Allan Gray's 13F filing for Q2 2025, filed 14 Aug 2025.