Bornite Capital Management’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-700,000	Closed	-$19.8M	–	46
2025 Q1	$19.8M	Buy	+700,000	New	+$19.8M	5.1%	9