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Bornite Capital Management’s First Solar FSLR Stock Holding History

Bornite Capital Management’s Portfolio FSLR Stock Details FSLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100,000
Closed -$22.1M – 37
2025
Q3 		$22.1M Buy
+100,000
New +$19.2M 2.05% 21

Other funds holding FSLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Bornite Capital Management sold out of First Solar (FSLR) in Q4 2025, closing a stake of 100,000 shares — an estimated $22.1M sold.

Bornite Capital Management first reported a position in FSLR in Q3 2025 and held it in 1 quarter. The position peaked at $22.1M in Q3 2025. 1,058 funds tracked by Wall St. Rank hold FSLR as of Q4 2025.

  • Bornite Capital Management reported no remaining First Solar position as of Q4 2025 after selling out during the quarter.
  • Bornite Capital Management sold 100,000 First Solar shares in Q4 2025, an estimated $22.1M.
  • Bornite Capital Management first reported a position in First Solar in Q3 2025 and held it in 1 quarter.
  • Bornite Capital Management's First Solar position peaked at $22.1M in Q3 2025.
  • 1,058 funds tracked by Wall St. Rank held First Solar as of Q4 2025.

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