Bornite Capital Management’s Waste Connections WCN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-211,700
Closed -$36.3M 45
2024
Q4
$36.3M Buy
211,700
+111,700
+112% +$19.2M 4.88% 4
2024
Q3
$17.9M Buy
100,000
+30,000
+43% +$5.36M 3.16% 8
2024
Q2
$12.3M Buy
+70,000
New +$12.3M 2.02% 15
2023
Q4
Sell
-5,000
Closed -$672K 58
2023
Q3
$672K Sell
5,000
-150,000
-97% -$20.1M 0.2% 20
2023
Q2
$22.2M Buy
155,000
+27,000
+21% +$3.86M 4.28% 8
2023
Q1
$17.8M Buy
128,000
+28,000
+28% +$3.89M 6.04% 6
2022
Q4
$13.3M Buy
+100,000
New +$13.3M 3.45% 6
2021
Q4
Sell
-100,000
Closed -$12.6M 29
2021
Q3
$12.6M Buy
+100,000
New +$12.6M 6.73% 7