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Bornite Capital Management’s Franco-Nevada FNV Stock Holding History

Bornite Capital Management’s Portfolio FNV Stock Details FNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-230,000
Closed -$27M – 33
2024
Q4 		$27M Buy
+230,000
New +$28.4M 3.64% 10
2024
Q3 		– Sell
-125,000
Closed -$14.8M – 50
2024
Q2 		$14.8M Buy
125,000
+25,000
+25% +$3.04M 2.44% 10
2024
Q1 		$11.9M Buy
100,000
+26,300
+36% +$2.89M 2% 21
2023
Q4 		$8.17M Buy
+73,700
New +$8.97M 1.91% 14
2023
Q2 		– Sell
-35,000
Closed -$5.1M – 59
2023
Q1 		$5.1M Buy
+35,000
New +$4.88M 1.73% 23
2022
Q3 		– Sell
-200,000
Closed -$26.3M – 22
2022
Q2 		$26.3M Buy
+200,000
New +$29.6M 8.64% 5

Other funds holding FNV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bornite Capital Management's FNV Position: Q1 2025 in Review

Bornite Capital Management sold out of Franco-Nevada (FNV) in Q1 2025, closing a stake of 230,000 shares — an estimated $27M sold.

Bornite Capital Management first reported a position in FNV in Q2 2022 and held it in 6 quarters. The position peaked at $27M in Q4 2024. 523 funds tracked by Wall St. Rank hold FNV as of Q1 2025.

  • Bornite Capital Management reported no remaining Franco-Nevada position as of Q1 2025 after selling out during the quarter.
  • Bornite Capital Management sold 230,000 Franco-Nevada shares in Q1 2025, an estimated $27M.
  • Bornite Capital Management first reported a position in Franco-Nevada in Q2 2022 and held it in 6 quarters.
  • Bornite Capital Management's Franco-Nevada position peaked at $27M in Q4 2024.
  • 523 funds tracked by Wall St. Rank held Franco-Nevada as of Q1 2025.

Based on Bornite Capital Management's 13F filing for Q1 2025, filed 12 May 2025.