Voleon Capital Management LP

Position in BORR — Borr Drilling Ltd

CIK 1479847 BERKELEY, CA

Position in BORR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,252,138

+$15,779 QoQ

Shares Held

545,312

+40.7% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#44

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

Voleon Capital Management LP holds $5,626,100 across 4 Oil & Gas Drilling names. BORR ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BORR	Borr Drilling Ltd This page	545,312	$2,252,138
2	HP	Helmerich & Payne, Inc.	54,975	$1,799,881
3	RIG	Transocean Ltd.	230,549	$1,127,384
4	PDS	PRECISION DRILLING Corp	5,827	$446,697

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,252,138	545,312	+40.7%	Shares	Sole	2026-08-14
2026-03-31	$2,236,359	387,584	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.