Bornite Capital Management’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,000	Closed	-$17.2M	–	49
2024 Q3	$17.2M	Buy	+35,000	New	+$17.2M	3.04%	10