Borr Drilling Ltd

• AW Alpha Wealth Funds The Insiders Fund 3rd Quarter 2026 Partner Letter ↗ The Insiders Fund took profits in Cencora, exited Pool, cut Alphabet and retained high cash equivalents amid a market led narrowly by AI infrastructure. It backed Energy Transfer, Rockwell Automation, healthcare names, Borr Drilling, Matador Resources and new holding Grab on insider buying, domestic-energy demand and automation. 3rd Quarter 2026 ABT $189BBORR $1BBSX $65B +6
• HV Highwood Value Partners Highwood Value Partners H2 2025 Letter to Investors – Download PDF ↗ Highwood Value Partners sold Protector, Ryanair and Alimak after their valuation cases matured, then redeployed capital into discounted existing holdings. The portfolio is concentrated around Burford, Borr Drilling, GetBusy, Fever-Tree, Bolloré and Compagnie de L’Odet, where improving fundamentals and corporate catalysts are expected to narrow valuation discounts. second half of 2025 0R8W BOIVF $11BBORR $1B +6
• AA Azvalor Asset Management Letter to investors 1H2026 ↗ Azvalor argues that speculative activity and leveraged products have created unusually fertile conditions for value investors, while broad equity indices look expensive relative to short-term government bills. The firm rotates out of appreciated holdings into deeply discounted ideas, added Yellow Cake and Borr Drilling, sold Tenaris, and cites a growing research team and idea pipeline as support for portfolio renewal. first half of 2026 —

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