Bornite Capital Management’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.3M Buy
+100,000
New +$34.3M 3.44% 13
2025
Q1
Sell
-50,000
Closed -$17M 41
2024
Q4
$17M Buy
50,000
+15,000
+43% +$5.1M 2.29% 21
2024
Q3
$13.4M Buy
+35,000
New +$13.4M 2.36% 16
2023
Q3
Sell
-60,000
Closed -$15.9M 55
2023
Q2
$15.9M Buy
+60,000
New +$15.9M 3.08% 14