BCM
TMQ

Bornite Capital Management’s Trilogy Metals TMQ Stock Holding History

Bornite Capital Management’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000,000
Closed -$2.1M – 48
2025
Q3 		$2.1M Hold
1,000,000
– – 0.2% 35
2025
Q2 		$1.35M Hold
1,000,000
– – 0.14% 34
2025
Q1 		$1.55M Buy
1,000,000
+300,000
+43% +$413K 0.4% 21
2024
Q4 		$812K Buy
+700,000
New +$630K 0.11% 35

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GRA
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AA
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