Daily notes / October 15, 2026

Drew Holdings reported a 13.1% stake in Borr Drilling

Written by a model from the facts OQRO holds and checked against them, sentence by sentence of October 15, 2026. Published October 17, 2026. 2 min read.

Tall office buildings around Trinity Church in lower Manhattan seen from above, with the church spire between the towers. — Skyscrapers around Trinity Church, New York, 1905. Photo: Detroit Publishing Company (scan by the New York Public Library), Public domain (scan of a 1905 photograph, New York Public Library Digital Collections). Original

The short answer

Drew Holdings Ltd. filed a Schedule 13D/A on Oct 15, 2026, reporting 40,117,808 shares, or 13.1% of Borr Drilling’s class. The previous filing reported 12.2%. The filing reports ownership, not when shares were bought; other public records provide context on prior disclosures, short interest, institutional holdings and recent price data.

What did Drew Holdings file?

The SEC Schedule 13D is an amended ownership filing by Drew Holdings Ltd. on Borr Drilling (BORR). It reports 40,117,808 shares, representing 13.1% of the class. The previous filing reported a 12.2% stake.

A Schedule 13D or 13G is an ownership filing, not a trade record. This filing does not say when shares were bought.

What had Drew Holdings disclosed before?

A separate Schedule 13D or 13G filing listed in the 180 days to Oct 15, 2026, reported that Drew Holdings Ltd. disclosed a 12.2% stake in BORR on Oct 13, 2026. That is the previous filing identified in the pack; the amended filing reports 13.1%.

What other ownership records are available?

For the quarter ended Jun 30, 2026, Fideuram Asset Management (Ireland) dac had a new position among the largest positions that grew. Voleon Capital Management LP increased its holding to 157,728 shares.

Among the largest positions that shrank, Lord, Abbett & Co. LLC sold out and Voloridge Investment Management, LLC reduced its holding to 413,649 shares. A 13F is a quarter-end snapshot and does not provide a trade date.

What was reported around the filing date?

Finnhub listed press coverage from Benzinga on Oct 13, 2026, with the headline “Borr Drilling Director Tor Olav Troim Purchases 2.5M Shares At Average Price Of $4.74/Share, Increasing Indirect Holdings To 37.3M Shares.” Headlines are listed as published by the outlets; OQRO has not checked them and does not summarise the articles.

BORR closed at $4.80 on Oct 13, 2026, the last session on or before the filing date. From Sep 14, 2026 to Oct 13, 2026, the close moved from $4.12 to $4.80, a change of +16.5%. These price moves are context only; the filing does not explain them, and other news can move a price.

What does short interest show?

FINRA short interest for BORR on the settlement date of Sep 30, 2026 was 34,507,380 shares, up 17.33% on the previous report, and about 5.35 days of average volume. This is a separate market record, not information about when Drew Holdings bought shares.

What this does not tell you?

The ownership filing does not say when shares were bought or explain the share-price moves. Short-interest and 13F records provide separate context, and the 13F snapshot has no trade date. The data provider lists the next results date as Nov 18, 2026, 34 days after the filing date; such dates can change.

This describes public filings and is not investment advice. See Borr Drilling on OQRO for the company page.

Sources

A model wrote this page from the facts OQRO holds; every number, date, name and link in it was checked against those facts before publication, and a text that failed the check was not published. It describes what was filed, not why, and it is not investment advice. How OQRO treats data