Question 1

Does Orbis Allan Gray own BORR stock?

Accepted Answer

No. Orbis Allan Gray exited its BORR (Borr Drilling) position in Q2 2025. Its Q1 2025 13F listed 7,617,577 shares worth $16.7M.

Question 2

How many shares of BORR does Orbis Allan Gray own?

Accepted Answer

None since Q2 2025, when Orbis Allan Gray exited the position. Its Q1 2025 13F listed 7,617,577 shares worth $16.7M.

Question 3

What is Orbis Allan Gray's BORR position worth?

Accepted Answer

Orbis Allan Gray's BORR position was worth $16.7M in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is Orbis Allan Gray buying or selling BORR?

Accepted Answer

In Q2 2025, Orbis Allan Gray exited its entire BORR position.

Question 5

When did Orbis Allan Gray first buy BORR?

Accepted Answer

Orbis Allan Gray first reported BORR in its Q4 2021 13F and listed it in 14 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$1.83	0
2025-Q1	Decreased	7.6M	-37.8%	$16.7M	0.1%	$2.24	0
2024-Q4	Increased	12.2M	+47.1%	$47.7M	0.3%	$3.69	48
2024-Q3	Decreased	8.3M	-5.6%	$45.7M	0.2%	$5.52	0
2024-Q2	Increased	8.8M	+4.9%	$56.8M	0.4%	$6.12	37
2024-Q1	Unchanged	8.4M	0.0%	$57.6M	0.3%	$6.41	0
2023-Q4	Decreased	8.4M	-6.8%	$61.8M	0.4%	$6.78	0
2023-Q3	Unchanged	9M	0.0%	$64M	0.5%	$6.54	0
2023-Q2	Decreased	9M	-0.4%	$67.9M	0.5%	$6.78	0
2023-Q1	Unchanged	9.1M	0.0%	$68.6M	0.5%	$7.11	0
2022-Q4	Decreased	9.1M	-0.4%	$45M	0.4%	$4.58	0
2022-Q3	Increased	9.1M	+1094.3%	$30.2M	0.2%	$3.09	56
2022-Q2	Decreased	761,064	-33.7%	$3.5M	0.0%	$5.00	0
2022-Q1	Unchanged	1.1M	0.0%	$3.8M	0.0%	$3.09	0
2021-Q4	New	1.1M	-	$2.4M	0.0%	$1.93	36