Bornite Capital Management’s Starbucks SBUX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-125,000	Closed	-$12.3M	–	44
2025 Q1	$12.3M	Sell	125,000 -25,000	-17%	-$2.45M	3.16%	16
2024 Q4	$13.7M	Buy	+150,000	New	+$13.7M	1.84%	28
2023 Q2	–	Sell	-100,000	Closed	-$10.4M	–	69
2023 Q1	$10.4M	Buy	+100,000	New	+$10.4M	3.53%	14