Bornite Capital Management’s Jacobs Solutions J Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,990
Closed -$450K 36
2023
Q3
$450K Hold
3,990
0.14% 30
2023
Q2
$392K Sell
3,990
-120,897
-97% -$11.9M 0.08% 42
2023
Q1
$12.1M Buy
124,887
+3,990
+3% +$388K 4.12% 8
2022
Q4
$12M Sell
120,897
-60,449
-33% -$6M 3.13% 14
2022
Q3
$16.3M Buy
+181,346
New +$16.3M 4.61% 12