Position in BORR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,540,000
-$147,000 QoQ
Shares Held
2,000,000
-31.0% QoQ
Ownership
0.648%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BORR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026MASTERS CAPITAL MANAGEMENT LLC holds $24,800,000 across 2 Oil & Gas Drilling names. BORR ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIG |
Transocean Ltd.
|
2,000,000 | $13,260,000 | |
| 2 | BORR |
Borr Drilling Ltd
This page
|
2,000,000 | $11,540,000 |
All Filings in BORR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,540,000 | 2,000,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,687,000 | 2,900,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,070,000 | 3,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,843,000 | 2,100,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,292,619 | 1,960,100 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||