Bornite Capital Management’s Franco-Nevada FNV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-230,000
| Closed | -$27M | – | 33 |
|
2024
Q4 | $27M | Buy |
+230,000
| New | +$27M | 3.64% | 10 |
|
2024
Q3 | – | Sell |
-125,000
| Closed | -$14.8M | – | 50 |
|
2024
Q2 | $14.8M | Buy |
125,000
+25,000
| +25% | +$2.96M | 2.44% | 10 |
|
2024
Q1 | $11.9M | Buy |
100,000
+26,300
| +36% | +$3.13M | 2% | 21 |
|
2023
Q4 | $8.17M | Buy |
+73,700
| New | +$8.17M | 1.91% | 14 |
|
2023
Q2 | – | Sell |
-35,000
| Closed | -$5.1M | – | 59 |
|
2023
Q1 | $5.1M | Buy |
+35,000
| New | +$5.1M | 1.73% | 23 |
|
2022
Q3 | – | Sell |
-200,000
| Closed | -$26.3M | – | 21 |
|
2022
Q2 | $26.3M | Buy |
+200,000
| New | +$26.3M | 8.64% | 5 |
|