Boundary Creek Advisors LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Boundary Creek Advisors LP disclosed 4 US equity positions worth $39.9m in its Q2 2025 13F filing. The largest position was SLSR at 57.1% of the reported book, followed by MATV and MERC. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 4 holdings.
What did Boundary Creek Advisors LP own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SLSR SOLARIS RES INC | 57.1% | $22.8m | 4,976,710 | -33% | reduced | |
| 2 | MATV MATIV HOLDINGS INC | Basic Materials | 22.4% | $9.0m | 1,313,984 | -32% | reduced |
| 3 | MERC MERCER INTL INC | Basic Materials | 20.5% | $8.2m | 2,333,375 | -41% | reduced |
| 4 | VEEA INC | 0.0% | $3.8k | 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.