Boundary Creek Advisors LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Boundary Creek Advisors LP disclosed 13 US equity positions worth $113.7m in its Q1 2025 13F filing. The largest position was SLSR at 22.0% of the reported book, followed by MERC and KNX. Against the Q4 2024 filing, it opened 1 new position, added to 4 and reduced 7 among the top 13 holdings.
What did Boundary Creek Advisors LP own in Q1 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SLSR SOLARIS RES INC | 22.0% | $25.0m | 7,413,179 | 3% | added | |
| 2 | MERC MERCER INTL INC | Basic Materials | 21.5% | $24.5m | 3,981,773 | -6% | reduced |
| 3 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 13.7% | $15.6m | 358,779 | -18% | reduced |
| 4 | MATV MATIV HOLDINGS INC | Basic Materials | 10.7% | $12.1m | 1,945,289 | -16% | reduced |
| 5 | LEU CENTRUS ENERGY CORP | Energy | 9.5% | $10.8m | 173,786 | -21% | reduced |
| 6 | CEG CONSTELLATION ENERGY CORP | Utilities | 4.9% | $5.5m | 27,500 | -54% | reduced |
| 7 | VLO VALERO ENERGY CORP | Energy | 4.6% | $5.3m | 40,000 | -56% | reduced |
| 8 | VST VISTRA CORP | Utilities | 4.1% | $4.7m | 40,000 | 100% | added |
| 9 | WOLF WOLFSPEED INC | 3.5% | $4.0m | 17,500,000 | 21% | added | |
| 10 | UIS UNISYS CORP | Technology | 2.7% | $3.1m | 669,260 | 31% | added |
| 11 | ENCORE ENERGY CORP | 2.5% | $2.9m | 2,171,497 | – | new | |
| 12 | URBAN ONE INC | 0.2% | $199.4k | 276,962 | -68% | reduced | |
| 13 | VEEA INC | 0.0% | $2.3k | 28,083 | 0% | held |
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.