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Equibles

MORGAN STANLEY

Position in BORR — Borr Drilling Ltd

CIK 895421 NEW YORK, NY
Back to BORR Full portfolio

Position in BORR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$4,800,874
-$16,377,527 QoQ
Shares Held
1,162,440
-68.3% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 190 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in BORR Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Drilling

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $580,605,114 across 10 Oil & Gas Drilling names. BORR ranks #10 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VAL
Valaris Ltd
 2,264,366 $164,392,967
2 RIG
Transocean Ltd.
 26,692,648 $130,527,045
3 HP
Helmerich & Payne, Inc.
 2,549,076 $83,456,744
4 NE
Noble Corp plc
 1,822,082 $67,963,654
5 PTEN
Patterson Uti Energy Inc
 5,283,131 $48,499,139
6 SOC
Sable Offshore Corp.
 8,414,504 $25,916,669
7 SDRL
SEADRILL Ltd
 595,668 $22,528,161
8 PDS
PRECISION DRILLING Corp
 239,672 $18,373,251

All Filings in BORR

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,800,874 1,162,440
2026-03-31 $21,178,401 3,670,434
2025-12-31 $11,853,994 2,941,438
2025-09-30 $11,303,885 4,202,189
2025-06-30 $13,297,837 7,266,580
2025-03-31 $14,113,535 6,444,539
2024-12-31 $10,703,125 2,744,392
2024-09-30 $4,984,923 908,001
2024-06-30 $4,922,050 763,109
2024-03-31 $4,046,935 590,794
2023-12-31 $5,176,013 703,263
2023-09-30 $6,635,949 934,641
2023-06-30 $6,985,375 927,673
2023-03-31 $7,910,508 1,043,603
2022-12-31 $550,428 110,751
2022-09-30 $432,425 130,249
2022-06-30 $378,058 82,009
2022-03-31 $44,299 13,224
2021-12-31 $40,479 19,650
2020-03-31 $3,159 6,514