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Highwood Value Partners's investment thesis on Borr Drilling ($BORR) — Q2 2025 | Buyside Digest

$BORRNASDAQBorr Drilling

BULL

Highwood Value Partners—BORR

Fund Letter

Q2 2025

Published July 15, 2025

$3.92USD

-13.5% vs last month

$1.88Pitched

+108.8% since pitch

Market Cap$1.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Highwood Value Partners reports that its client composite grew +4.2% in H1 2025, reaching +66.3% since inception. Founder Desmond Kingsford...

— Desmond Kingsford

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