PP
BORR

Pingora Partners’s Borr Drilling BORR Stock Holding History

Pingora Partners’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 		$415K Hold
100,400
– – 0.24% 59
2026
Q1 		$579K Sell
100,400
-54,400
-35% -$279K 0.34% 48
2025
Q4 		$624K Sell
154,800
-5,200
-3% -$17.2K 0.38% 43
2025
Q3 		$430K Buy
160,000
+40,000
+33% +$99.5K 0.29% 47
2025
Q2 		$220K Hold
120,000
– – 0.16% 66
2025
Q1 		$263K Buy
120,000
+34,200
+40% +$103K 0.2% 59
2024
Q4 		$335K Buy
+85,800
New +$366K 0.22% 50

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

Pingora Partners's BORR Position: Q2 2026 in Review

Pingora Partners held its Borr Drilling (BORR) position steady in Q2 2026 at 100,400 shares worth $415K. The position accounts for 0.24% of the portfolio, ranked #59.

Pingora Partners first reported a position in BORR in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q4 2025. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Pingora Partners held 100,400 shares of Borr Drilling worth $415K as of Q2 2026.
  • Pingora Partners left its Borr Drilling share count unchanged in Q2 2026.
  • Borr Drilling made up 0.24% of Pingora Partners's portfolio in Q2 2026, its #59 holding.
  • Pingora Partners first reported a position in Borr Drilling in Q4 2024 and has held it in 7 quarters since.
  • Pingora Partners's Borr Drilling position peaked at $624K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on Pingora Partners's 13F filing for Q2 2026, filed 14 Aug 2026.