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Highwood Value Partners's investment thesis on Borr Drilling ($BORR) — Q4 2025 | Buyside Digest

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$BORRNASDAQBorr Drilling

BULL

Highwood Value Partners—BORR

Fund Letter

Q4 2025

Published January 20, 2026

View Fund Profile

$3.92USD

-13.5% vs last month

$4.47Pitched

-12.2% since pitch

Market Cap$1.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Highwood Value Partners reports a +5.7% return in H2 2025, bringing the 2025 calendar year return to +10.2% and total returns since inception to +76.0% (almost entirely realized). The fund fully...

— Desmond Kingsford

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