SCHEDULE: Drew Holdings Discloses 8.2% Stake in Borr Drilling

Drew Holdings Ltd. has filed an amendment to its Schedule 13G, disclosing beneficial ownership of 8.2% of Borr Drilling Limited's common shares as of December 31, 2025.

Summary

• Drew Holdings Ltd. beneficially owns 25,122,941 common shares of Borr Drilling Limited.
• This ownership represents 8.2% of the total class of securities.
• Drew Holdings Ltd. holds sole voting power and sole dispositive power over all 25,122,941 shares.
• Mr. Tor Olav Troim is deemed to be the beneficial owner of these shares, as Drew Holdings Ltd. is wholly owned by Drew Trust, a non-discretionary trust in which Mr. Troim is the beneficiary.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure, as it primarily reports a significant ownership stake without providing new operational or financial information that would alter the company's fundamental outlook.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that this is a routine regulatory disclosure of significant beneficial ownership, which is common for major shareholders or affiliated entities. It does not inherently signal a change in broader industry trends for offshore drilling or Borr Drilling's operational performance.

Related Party Transactions

• The beneficial ownership by Tor Olav Troim through Drew Holdings Ltd. is a related party disclosure, as Drew Holdings Ltd. is wholly owned by Drew Trust, of which Mr. Troim is the beneficiary.

Stakeholder Impact

• Primarily informs shareholders and the broader market about the significant ownership stake held by Drew Holdings Ltd. and its connection to Mr. Tor Olav Troim, providing transparency regarding major investors.

Key Dates

Keywords

Borr Drilling, Drew Holdings, Tor Olav Troim, Schedule 13G, beneficial ownership, common shares, offshore drilling, Bermuda