Penn Capital Management Company, LLC

Position in BORR — Borr Drilling Ltd

CIK 1158202 PHILADELPHIA, PA

Position in BORR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$522,973

-$3,470 QoQ

Shares Held

126,628

+38.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#76

of 190 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Penn Capital Management Company, LLC holds $36,858,676 across 4 Oil & Gas Drilling names. BORR ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTEN	Patterson Uti Energy Inc	1,990,225	$18,270,265
2	RIG	Transocean Ltd.	3,566,644	$17,440,889
3	PDS	PRECISION DRILLING Corp	8,147	$624,549
4	BORR	Borr Drilling Ltd This page	126,628	$522,973

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,973	126,628	+38.8%	Shares	Sole	2026-07-30
2026-03-31	$526,443	91,238	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.