Position in BORR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,178,401
+$9,324,407 QoQ
Shares Held
3,670,434
+24.8% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BORR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026MORGAN STANLEY holds $831,656,864 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
|
2,080,855 | $204,007,017 | |
| 2 | RIG |
Transocean Ltd.
|
21,693,064 | $143,825,008 | |
| 3 | SOC |
Sable Offshore Corp.
|
7,274,002 | $120,166,511 | |
| 4 | NE |
Noble Corp plc
|
1,990,756 | $97,686,393 | |
| 5 | HP |
Helmerich & Payne, Inc.
|
2,660,510 | $95,858,171 | |
| 6 | PTEN |
Patterson Uti Energy Inc
|
6,899,740 | $74,724,179 | |
| 7 | SDRL |
SEADRILL Ltd
|
718,762 | $32,703,668 | |
| 8 | PDS |
PRECISION DRILLING Corp
|
245,195 | $24,127,185 |
All Filings in BORR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,178,401 | 3,670,434 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,853,994 | 2,941,438 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $11,303,885 | 4,202,189 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $13,297,837 | 7,266,580 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $14,113,535 | 6,444,539 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,703,125 | 2,744,392 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,984,923 | 908,001 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,922,050 | 763,109 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,046,935 | 590,794 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,176,013 | 703,263 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,635,949 | 934,641 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,985,375 | 927,673 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,910,508 | 1,043,603 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $550,428 | 110,751 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $432,425 | 130,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $378,058 | 82,009 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $44,299 | 13,224 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $40,479 | 19,650 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||