Bornite Capital Management’s Baker Hughes BKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.4M Buy
+1,027,100
New +$39.4M 3.94% 4
2025
Q1
Sell
-500,000
Closed -$20.5M 30
2024
Q4
$20.5M Buy
+500,000
New +$20.5M 2.76% 15
2023
Q2
Sell
-13,500
Closed -$390K 57
2023
Q1
$390K Sell
13,500
-236,500
-95% -$6.83M 0.13% 39
2022
Q4
$7.38M Buy
+250,000
New +$7.38M 1.92% 27