BC

Boundary Creek Advisors LP

13F
Boundary Creek Advisors LP
Last update 2025-05-16 19 Stocks (1 new)
Value $372.00 Mil Turnover 2 %
Countries:
Top Holdings: SLSR(6.71%)MERC(6.59%)KNX(4.20%)MATV(3.26%)LEU(2.91%)
Summary Stock Picks Current Portfolio
Boundary Creek Advisors LP Top Holdings of 2025-03-31 View Full List
Ticker
MPW PUT
KNX CALL
EFA PUT
VLO CALL
SLSR
MERC
KNX
MATV
LEU
DXC CALL
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MPW PUT
Medical Properties Trust Inc
22,704,900
136,910.5
0%
36.820
0%
3.780
-17.27%
+13.14%
2,601.5
REITs
KNX CALL
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
1,000,000
43,490.0
0%
11.700
0%
0.620
+15.80%
-13.25%
7,399.2
Transportation
EFA PUT
iShares MSCI EAFE ETF
500,000
40,865.0
0%
10.990
0%
0.070
+12.66%
+23.17%
66,015.9
 
VLO CALL
Valero Energy Corp
200,000
26,414.0
0%
7.100
0%
0.060
+29.95%
+22.36%
46,210.4
Oil & Gas
SLSR
Solaris Resources Inc
7,413,179
24,951.3
+3.16%
6.710
+0.21%
4.540
+30.53%
+65.22%
842.4
Metals & Mining
MERC
Mercer International Inc
3,981,773
24,487.9
-6.00%
6.590
-0.11%
5.950
-24.11%
-44.50%
233.4
Forest Products
KNX
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
358,779
15,603.3
-18.02%
4.200
-0.27%
0.220
+15.80%
-13.25%
7,399.2
Transportation
MATV
Mativ Holdings Inc
1,945,289
12,119.1
-16.20%
3.260
-0.27%
3.560
+60.84%
-25.50%
428.3
Chemicals
LEU
Centrus Energy Corp
173,786
10,811.2
-20.58%
2.910
-0.20%
1.020
+241.18%
+244.56%
3,910.2
Other Energy Sources
DXC CALL
DXC Technology Co
500,000
8,525.0
0%
2.290
0%
0.280
-2.18%
-25.78%
2,696.2
Software

Boundary Creek Advisors LP's Historical Top Holdings Breakdowns

Boundary Creek Advisors LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EU
enCore Energy Corp
2025-03-31
New Buy
New Buy
+0.78%
●
1.31 ($2.57) 3.7
$3.16
22.96%
New holding
2,171,497
2,171,497
VST
Vistra Corp
2025-03-31
Add
Add
+0.63%
●
108.49 ($149.41) 191.89
$200.12
33.94%
Add 100%
40,000
20,000
CEG
Constellation Energy Corp
2025-03-31
Reduce
Reduce
-0.48%
●
201.63 ($268.03) 347.44
$323.70
20.77%
Reduce -54.17%
27,500
-32,500
VLO
Valero Energy Corp
2025-03-31
Reduce
Reduce
-0.40%
●
121.76 ($132.69) 142.99
$147.54
11.19%
Reduce -55.56%
40,000
-50,000
AMBP
Ardagh Metal Packaging SA
2025-03-31
Sold Out
Sold Out
-0.34%
●
2.51 ($2.81) 3.16
$4.64
65.12%
Sold Out
0
-1,709,635
KNX
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
2025-03-31
Reduce
Reduce
-0.27%
●
43.49 ($51.55) 58.8
$45.66
-11.43%
Reduce -18.02%
358,779
-78,885
MATV
Mativ Holdings Inc
2025-03-31
Reduce
Reduce
-0.27%
●
5.67 ($8.17) 10.97
$7.84
-4.04%
Reduce -16.2%
1,945,289
-376,116
SLSR
Solaris Resources Inc
2025-03-31
Add
Add
+0.21%
●
3.03 ($3.49) 4.15
$5.13
46.99%
Add 3.16%
7,413,179
227,279
LEU
Centrus Energy Corp
2025-03-31
Reduce
Reduce
-0.20%
●
62.21 ($84.27) 118.71
$229.51
172.35%
Reduce -20.58%
173,786
-45,032
UIS
Unisys Corp
2025-03-31
Add
Add
+0.20%
●
3.9 ($5.58) 7.15
$4.47
-19.89%
Add 31.14%
669,260
158,939

Boundary Creek Advisors LP Total Holding History ($B)

To

Boundary Creek Advisors LP's Asset Allocation

To

Boundary Creek Advisors LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boundary Creek Advisors LP's Hypothetical Growth since 2025-03-31

Boundary Creek Advisors LP's Yearly Returns

Year Portfolio % % Excess Gain %

Boundary Creek Advisors LP's Holdings Heat Map

Size field:

Boundary Creek Advisors LP's Holdings Bubble Chart

Boundary Creek Advisors LP News

  • 1

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