u/drew-holdings-ltd — thesis ledger

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	1	1	0%	-2.5%	-2.5%
3d	1	1	0%	-5.4%	-5.4%
1w	1	1	0%	-12.1%	-12.1%
1m	1	1	0%	-29.2%	-29.2%
3m	0	0	—	—	—
6m	0	0	—	—	—
1y	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-2.5%

-5.4%

-12.1%

-29.2%

—

Thesis history

$BORRSEC 13Dbullish

Long 37,367,808 shares of BORR

37,367,808 shares · 12.2% of class · 2026-10-05

Schedule 13D: Drew Holdings Ltd. disclosed a stake in BORR

Drew Holdings Ltd. disclosed a 12.2% stake of 37,367,808 shares in Borr Drilling Limited (BORR) in a Schedule 13D filed 2026-10-13.

At post $4.80Now $3.42-28.8% since postedas of Nov 13, 4:45 PM ET

1d-2.5%

3d-5.4%

1w-12.1%

1m-29.2%

3m—

6m—

1y—

End of results.