LongBORRAug 2026
Borr Drilling Limited
Borr Drilling was one of the main positions added to Azvalor International SICAV during the first half of 2026. The fund follows a value-oriented process and reported a 12%…
BORR
Which hedge funds are long BORR?
1 published idea on Borr Drilling Limited across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Borr Drilling Limited: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.