Boundary Creek Advisors LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Boundary Creek Advisors LP disclosed 11 US equity positions worth $160.1m in its Q3 2024 13F filing. The largest position was MATV at 24.9% of the reported book, followed by MERC and SLSR.
What did Boundary Creek Advisors LP own in Q3 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MATV MATIV HOLDINGS INC | Basic Materials | 24.9% | $39.8m | 2,343,340 | – | |
| 2 | MERC MERCER INTL INC | Basic Materials | 18.1% | $29.0m | 4,289,752 | – | |
| 3 | SLSR SOLARIS RES INC | 11.7% | $18.7m | 7,225,500 | – | ||
| 4 | LEU CENTRUS ENERGY CORP | Energy | 11.2% | $17.9m | 327,095 | – | |
| 5 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 8.9% | $14.2m | 263,435 | – | |
| 6 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 8.7% | $13.9m | 3,685,893 | – | |
| 7 | OPTU ALTICE USA INC | Communication Services | 5.6% | $8.9m | 3,623,219 | – | |
| 8 | UIS UNISYS CORP | Technology | 5.4% | $8.6m | 1,520,087 | – | |
| 9 | WOLF WOLFSPEED INC | 4.6% | $7.4m | 19,500,000 | – | ||
| 10 | URBAN ONE INC | 1.0% | $1.5m | 1,390,483 | – | ||
| 11 | VEEA INC | 0.0% | $6.7k | 28,083 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.