BCM
STR

Bornite Capital Management’s Sitio Royalties STR Stock Holding History

Bornite Capital Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,000
Closed -$363K – 53
2023
Q3 		$363K Hold
15,000
– – 0.11% 35
2023
Q2 		$394K Sell
15,000
-500,000
-97% -$13.1M 0.08% 41
2023
Q1 		$11.6M Buy
+515,000
New +$11.6M 3.95% 10