Bornite Capital Management’s Viper Energy VNOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-500,000	Closed	-$22.6M	–	48
2025 Q1	$22.6M	Buy	+500,000	New	+$22.6M	5.81%	6