BORR in the 13F filings

Borr Drilling LT · CUSIP G1466R173

Sector · Energy Theme · Energy and power infrastructure· L3VLUP-defined Theme · Oil and gas

Quarter

Q1 2026 Q2 2024 Q3 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 23; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed: 22,165,395; combined, among listed positions
Reported value: $127m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,076,290.

Managers listing BORR in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

23 of 23 holders

				Action		Filing
D. E. Shaw & Co.	6,241,502	$36m	under 0.1%	Added	+5,692,803	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	2,697,396	$16m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Tudor Investment Corp	2,266,790	$13m	under 0.1%	Added	+1,385,187	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	1,949,839	$11m	under 0.1%	Added	+1,262,594	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	1,891,888	$11m	under 0.1%	Trimmed	-2,681,949	15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	1,496,360	$8.6m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,089,248	$6.3m	under 0.1%	Trimmed	-510,800	15 May 2026 (the filing on sec.gov)
Invesco Ltd	799,401	$4.6m	under 0.1%	Added	+385,478	12 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	652,503	$3.8m	under 0.1%	Added	+593,803	14 May 2026 (the filing on sec.gov)
Jane Street Group LLC	625,064	$3.6m	under 0.1%	Trimmed	-613,992	12 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	608,155	$3.5m	under 0.1%	Trimmed	-67,492	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	528,932	$3.1m	under 0.1%	Added	+8,396	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	396,427	$2.3m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	204,262	$1.2m	under 0.1%	Added	+53,348	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	236,130	$952k	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	160,916	$928k	under 0.1%	Trimmed	-186,512	15 May 2026 (the filing on sec.gov)
Quantbot Technologies LP	92,148	$532k	under 0.1%	Trimmed	-259,919	13 May 2026 (the filing on sec.gov)
PDT Partners LLC	68,043	$393k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Winton Group Ltd	54,200	$313k	under 0.1%	New	new	12 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	50,240	$290k	under 0.1%	Trimmed	-2,451,633	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	18,941	$109k	under 0.1%	Trimmed	-187,281	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	18,638	$108k	under 0.1%	Added	+4,406	27 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC	18,372	$106k	under 0.1%	Trimmed	-25,506	13 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

D. E. Shaw & Co.existing position · 6,241,502 shares now+5,692,803
Point72 Asset Management LPnew position · 2,697,396 shares now+2,697,396
Voloridge Investment Management LLCnew position · 1,496,360 shares now+1,496,360
Tudor Investment Corpexisting position · 2,266,790 shares now+1,385,187
Millennium Management LLCexisting position · 1,949,839 shares now+1,262,594

Reductions

Marshall Wace LLPexisting position · 1,891,888 shares now-2,681,949
Fidelity (FMR LLC)existing position · 50,240 shares now-2,451,633
Jane Street Group LLCexisting position · 625,064 shares now-613,992
Citadel Advisors LLCexisting position · 1,089,248 shares now-510,800
Quantbot Technologies LPexisting position · 92,148 shares now-259,919

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Point72 Asset Management LP$16m
Voloridge Investment Management LLC$8.6m
Two Sigma Investments LP$2.3m
PDT Partners LLC$393k
Winton Group Ltd$313k

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q3 2023 to 1 in Q1 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BORR and GEV →BORR and XOM →BORR and CVX →Choose a stock to compare with BORR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BORR, latest filings →Back to the 13F Explorer →

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BORR by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q3 2023	1	$23m	n.a.	n.a.
Q2 2024	1	$1.9m	1	0
Q1 2026	1	$393k	13	12