Position in BORR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,229,313
+$5,687,967 QoQ
Shares Held
2,119,465
+30.6% QoQ
Ownership
0.687%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 88.73064664903643.ToString("F0")%
Shared 0.ToString("F0")%
None 11.26935335096357.ToString("F0")%
Common Shares in BORR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026Goehring & Rozencwajg Associates, LLC holds $343,381,670 across 4 Oil & Gas Drilling names. BORR ranks #4 (3.6% of the industry book) .
All Filings in BORR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,229,313 | 2,119,465 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,541,346 | 1,623,163 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,804,860 | 1,042,699 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,892,148 | 1,033,961 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,312,885 | 1,056,112 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,029,936 | 1,033,317 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,743,374 | 1,046,152 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,289,085 | 975,052 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,033,151 | 880,752 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,029,201 | 819,185 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,618,265 | 791,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,741,474 | 762,480 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||