Bornite Capital Management’s GFL Environmental GFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36.4M	Buy	720,500 +180,800	+34%	+$9.12M	3.64%	9
2025 Q1	$26.1M	Buy	+539,700	New	+$26.1M	6.71%	5