Borr Drilling (BORR)Drew Holdings Ltd. disclosed a 12.2% stake in BORR and may seek to influence the company 12.2%

12.2%

Stake

37.4M

Shares owned

Stake as of

Oct 5, 2026

Filed

Oct 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 13, 2026Insider · 2 peopleInsiders: 2 purchases (~$6.5M)
2. Aug 14, 2026InsiderDirector purchased ~$2.19M of BORR shares in the open market
3. Aug 25, 2026InsiderDirector purchased ~$875K of BORR shares in the open market
4. Sep 2, 2026Insider · 2 peopleInsiders: 2 sales (~$126K)
5. Sep 3, 2026Insider · 3 peopleInsiders: 3 sales (~$271K)
6. Sep 16, 2026InsiderDirector purchased ~$4.3M of BORR shares in the open market
7. Sep 17, 2026InsiderDirector purchased ~$657K of BORR shares in the open market
8. Sep 18, 2026InsiderCEO purchased ~$200K of BORR shares in the open market
9. Oct 5, 2026InsiderDirector purchased ~$6.2M of BORR shares in the open market

What came next

1. Oct 6, 2026InsiderDirector purchased ~$6.36M of BORR shares in the open market
2. Oct 7, 2026InsiderDirector purchased ~$5.39M of BORR shares in the open market
3. Oct 9, 2026InsiderDirector purchased ~$11.8M of BORR shares in the open market
4. Oct 13, 20265% stakeDrew Holdings Ltd. filed an activist stake (13D) of 12.2%
5. Oct 13, 2026InsiderDirector purchased ~$7.4M of BORR shares in the open market
6. Oct 14, 2026Insider · 2 peopleInsiders: 2 purchases (~$5.0M), 1 sale (~$1.5M)
7. Oct 15, 20265% stakeDrew Holdings Ltd. filed an activist stake (13D) of 13.1%
8. Oct 15, 2026InsiderDirector purchased ~$2.3M of BORR shares in the open market

How to read SEC Schedule 13D

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Borr Drilling

For Borr Drilling, OQRO holds 21 insider filings (SEC Form 4 or Form 144) and 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BORR page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Borr Drilling

• SEC Form 4Oct 16, 2026
• SEC Form 4Oct 16, 2026
• SEC Form 4Oct 16, 2026
• SEC Schedule 13DOct 15, 2026
• SEC Form 4Oct 15, 2026
• SEC Form 4Oct 14, 2026

Everything OQRO holds on this company is on its BORR page.