Glenorchy Capital Ltd

Position in BORR — Borr Drilling Ltd

CIK 2008506 BOOROLITE, C3

Back to BORR Full portfolio

Position in BORR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,528,377

-$1,017,466 QoQ

Shares Held

612,198

-0.4% QoQ

Ownership

0.198%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#41

of 189 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BORR Over Time

Shares Held

Position Value (USD)

Derivatives in BORR

reported options exposure · as of Jun 30, 2026

CallValue

$4,130

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Drilling

Energy · as of Jun 30, 2026

Glenorchy Capital Ltd holds $14,600,273 across 5 Oil & Gas Drilling names. BORR ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIG	Transocean Ltd.	764,300	$3,737,427
2	SDRL	SEADRILL Ltd	82,323	$3,113,455
3	NE	Noble Corp plc	81,516	$3,040,546
4	BORR	Borr Drilling Ltd This page	612,198	$2,528,377
5	VAL	Valaris Ltd	30,034	$2,180,468

All Filings in BORR

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,130	1,000	—	Call	Sole	2026-07-29
2026-06-30	$2,528,377	612,198	-0.4%	Shares	Sole	2026-07-29
2026-03-31	$3,545,843	614,531	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$2,483,640	616,288	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.