Position in BORR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,356,126
+$7,385,431 QoQ
Shares Held
3,527,925
+9.6% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BORR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $816,688,909 across 10 Oil & Gas Drilling names. BORR ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAL |
Valaris Ltd
|
1,631,249 | $159,927,651 | |
| 2 | RIG |
Transocean Ltd.
|
23,471,597 | $155,616,687 | |
| 3 | NE |
Noble Corp plc
|
3,084,511 | $151,356,954 | |
| 4 | PTEN |
Patterson Uti Energy Inc
|
8,821,800 | $95,540,093 | |
| 5 | HP |
Helmerich & Payne, Inc.
|
2,432,781 | $87,653,099 | |
| 6 | SDRL |
SEADRILL Ltd
|
1,452,245 | $66,077,147 | |
| 7 | SOC |
Sable Offshore Corp.
|
2,961,864 | $48,929,993 | |
| 8 | NBR |
Nabors Industries Ltd
|
351,865 | $30,281,501 |
All Filings in BORR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,356,126 | 3,527,925 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,970,695 | 3,218,535 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $8,089,424 | 3,007,221 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,060,048 | 2,765,054 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,360,322 | 2,904,257 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,037,381 | 2,830,098 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15,670,573 | 2,854,385 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $18,439,956 | 2,858,908 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $16,658,151 | 2,431,847 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,320,847 | 2,353,376 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,736,198 | 2,216,366 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,384,090 | 2,175,842 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $14,177,131 | 1,870,334 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,779,072 | 1,766,413 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,420,258 | 1,632,608 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,001,435 | 1,084,910 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||