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Bornite Capital Management’s Ecolab ECL Stock Holding History

Bornite Capital Management’s Portfolio ECL Stock Details ECL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250,000
Closed -$68.5M – 35
2025
Q3 		$68.5M Buy
+250,000
New +$67.9M 6.36% 1
2024
Q4 		– Sell
-50,000
Closed -$12.8M – 40
2024
Q3 		$12.8M Buy
+50,000
New +$12.2M 2.26% 19
2023
Q4 		– Sell
-100,000
Closed -$16.9M – 31
2023
Q3 		$16.9M Sell
100,000
-25,000
-20% -$4.55M 5.11% 10
2023
Q2 		$23.3M Buy
+125,000
New +$21.5M 4.51% 7

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bornite Capital Management's ECL Position: Q4 2025 in Review

Bornite Capital Management sold out of Ecolab (ECL) in Q4 2025, closing a stake of 250,000 shares — an estimated $68.5M sold.

Bornite Capital Management first reported a position in ECL in Q2 2023 and held it in 4 quarters. The position peaked at $68.5M in Q3 2025. 1,673 funds tracked by Wall St. Rank hold ECL as of Q4 2025.

  • Bornite Capital Management reported no remaining Ecolab position as of Q4 2025 after selling out during the quarter.
  • Bornite Capital Management sold 250,000 Ecolab shares in Q4 2025, an estimated $68.5M.
  • Bornite Capital Management first reported a position in Ecolab in Q2 2023 and held it in 4 quarters.
  • Bornite Capital Management's Ecolab position peaked at $68.5M in Q3 2025.
  • 1,673 funds tracked by Wall St. Rank held Ecolab as of Q4 2025.

Based on Bornite Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.