Voleon Capital Management LP

Position in BORR — Borr Drilling Ltd

CIK 1479847 BERKELEY, CA

Position in BORR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,236,359

New position

Shares Held

387,584

first reported quarter

Ownership

0.126%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Voleon Capital Management LP holds $11,968,091 across 5 Oil & Gas Drilling names. BORR ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIG	Transocean Ltd.	772,419	$5,121,137
2	HP	Helmerich & Payne, Inc.	87,222	$3,142,608
3	BORR	Borr Drilling Ltd This page	387,584	$2,236,359
4	PDS	PRECISION DRILLING Corp	8,271	$813,866
5	PTEN	Patterson Uti Energy Inc	60,399	$654,121

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,236,359	387,584	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.